One of the easiest members for me to refer to is Jacob. As a custom closet designer, I'm in homes every week, and many homeowners are already making updates to their space. It's common for clients to mention that they need a room repainted, want to freshen up walls after removing builder-grade shelving, or are tackling several home improvement projects at once. Because those conversations happen naturally during my design consultations, referral opportunities for Jacob come up regularly.
A member I haven't created a referral for yet is Brandi. To change that, I'm going to become more intentional about listening for life events that create a need for estate planning. When clients talk about caring for aging parents, welcoming grandchildren, purchasing investment property, starting a business, or wanting to make sure their affairs are in order, I'll look for opportunities to connect them.