The easiest person for me to refer is our Health Insurance seat, he provides Medicare as well and is perfect for the demographic that I work with the most. I do find opportunities to refer our PnC seat, our Real Estate agent seat and our Mortgage Broker seat as well.

Really hoping we get our Estate Planning attorney seat filled as that is an extremely easy referral outlet for me to work with also.

I have not received referrals from our service seats like roofing, flooring and windows due to them not necessarily speaking to individuals about investments when doing a installation or repair.

I can do a better job of setting up coffee meetings for us to get to know each other better and present opportunities that would spark an idea for them as they are talking to their prospects and clients.