I was born overseas, reason for my international metaphors. I am a visual learner, reason why I love to travel and create new memories.. I am the proud mother of an Eagle Scout and support my husband with Non-Profit community activities .
Member
Financial Services | Accounting
Accounting
Filing Cabinet
During 7-Minute presentation, I usually try to find the link/bond between my line of business and the presenters line of business.
I scribble notes and also try to engage in a quick question after the meeting. This allows me a proper "engaging question" for the prospect I want to connect my Power Core team member to. Sometimes it takes time, before I feel I can effectively introduce them to propect.....I ask my team member if they are interested in the referral I am about to connect them with. I ask the prospect client if they want to be referred at the moment. I connect them via Zoom, or a call and followup email.
I want to make sure the referred person is open to listen to them. I was thought that one has to see through a task until the very end. I want my referral to be a happy and positive end.
Referral Trigger Response
