As a new member, I take iniatiative by arriving early to the meetings, this allows me to meet with other members one on one before I am able to schedule coffee with them.&nbsp;
When I am getting ready to provide a referral I like to think of 3 facts that will be helpful for the team member to know in order to convert the referral to a sale/client. The facts can be anything from my relationship with the referral to what the referrals goals are.

The shortstop leads by example with work ethic, attitude, and approach to the game. For this Referral Trigger, you are the Team’s shortstop.
&nbsp;
Share a place where you take the initiative:
<ul>
<li>to communicate, </li>
<li>to provide leadership, or</li>
<li>to provide support.</li>
</ul>
What is the tone you want your participation to set for our Team?

Ravi Patel CPA

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