Hurricane Andrew taught me that stillness lives at the center of chaos. Improv and salsa are teaching me how to find it in motion. Surrender is not weakness; it is fluency. Riley, my golden retriever, has always known how to move in that grace.
Member
Most people think a referral for a plumber is anyone with a dripping faucet or a running toilet. That's probably a cold referral. It might turn into a service call, but it's not moving the needle.
A Home Run referral is a homeowner who just bought a house built in the 1970s and is starting to notice the signs, such as low water pressure, rusty water, and pipes that make noise at night. They're already asking questions. They're ready to invest in the house.
A Grand Slam is the homeowner who just discovered a slab leak and is now facing the conversation no one wants to have... about what it means for their foundation, their insurance, and the rest of their plumbing. Perry doesn't just fix the immediate problem. He becomes their guy. He walks them through the repipe and earns a client who will call him first for every home they ever own and send him every neighbor who asks.
The difference is the depth of the relationship. A Home Run is a real job with real value. A Grand Slam is the beginning of a long-term trusted relationship, and usually, a lot of referrals flowing back the other way.
Referral Trigger Response
404-895-0937
220 Heritage Walk
Suite 116
Woodstock, GA 30115
You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.
Company
Endorsement Letters I've Received
The market has been hitting new highs every month since 2022. Many clients are wary of investing at relative Market Highs. Staying in cash is too expensive. $5000 invested in the S&P with the worst timing every year since 1990 would have turned into $1.74 Million today. Or $319,000 in a money market fund earning 2.8%.
I offer my clients structured investments starting at $1,000, while other advisors require $500,000 asset minimums to access these investments.
Matt fears that AI is a bubble about to pop. Rather than keeping his retirement fund in cash, I invested $10k into a growth note that is fully protected and will pay 19% if the market is flat or positive in a year. Even if the market crashes, he will get 100% of his money back.
I'm a good referral for David, who says, "I remember 2008 like it was yesterday." He wants to be the man who was ready. Ask him if the kids let him sleep through the night.
Melissa Moss
InfoMinute
Financial Services | Investment
Financial Advisor
Filing Cabinet
Endorsement Letters I've Given
Benito Canales
Matt Valente
Sponsorship
Development
Contribution
