3520 Old Milton Parkway
Alpharetta, GA 30005
Endorsement Letters I've Received
Financial Services | Investment
Joined on 10/01/2004
I'm a financial planner, so most of the referrals I make are uncovered when I'm meeting with a client to discuss their finanical plan. These meetings often have a follow-up email to summarize the loose ends and setup our next communication. I can verbally make the referral during the meeting, but there is an expectation for a formal introduction between my Team Member and the client. I get to make the formal introduction, but I also get to brief my teammate on the client's need, personality, etc.
Referral Trigger Response