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.
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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.
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Endorsement Letters I've Received
Investments that don't lose a dollar even if the market falls 40%… Investing with a safety net is how the wealthy stay wealthy. Instead of participating in all of the market's temporary dips, structured notes can have built-in protection to smooth out the ride.
I flew to Morgan Stanley's Times Square office to make sure my clients have access to structured investments to protect their wealth.
Belinda inherited her mom's investment account. While she liked the income notes that paid 12 % per year, Belinda wanted the account to have a chance to grow even more to catch up on retirement. I offered a growth note that will pay a 32.9% call premium per year if the Vanek Semiconductor ETF is flat or positive on predetermined dates.
I'm a good referral for the new partner at a civil engineering firm. He wants to be the house where all his kids' friends hang out and raid the pantry. Ask him what the spiky things on his roof are all about.
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Financial Services | Investment
Financial Advisor
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Endorsement Letters I've Given
Benito Canales
Matt Valente
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