I work personally with my clients to recommend coverage levels and options customized for each life-stage, I enjoy getting to know my clients and their unique situation, needs and personal circumstances. I had a client who was coming up on the end of his term seriving in the military, he expressed to me that he was intersted in buying a home soon for his family. I gave my client the information for the realtor that was on my team, I expressed to my client how credible the relator has been during my time knowing her. Intially, my client did not make contact with the relator when I gave him the contact information. I did however inform the realtor of my referral and provided contact information for the client. I typically schedule to follow up with my clients to check in with them when ever there's a life changing event going on in their life. The next go round when I followed up with my client he was back home here in GA, renting an apartment. I reminded my client of our previous conevrsation, I asked him if he was still looking to purchase a home for his growing family and connected my client and realtor via group text. By following up with my client and realtor I was able to assist with my client finding a home and closing hassle-free.&nbsp;

Our purpose is to give referrals. Because we see each other every week, we know quite a bit about these businesses.&nbsp;
Tell the story of an opportunity you recognized, but the client wasn’t ready for the introduction yet.
<ul>
<li>How did you follow through?</li>
<li>How long before they asked for the connection?</li>
</ul>
&nbsp;

Tia Jackson

News