What To Say To Get Referrals: WE DID BUSINESS Slips

A psychotherapist cannot, ethically, identify or acknowledge a patient. Not even to the person who referred them.

  • Share your boundaries.
  • Can you tell everyone about your clients, or do you have lines where you keep their confidence?

Either way explain why.

Susan Wright

Response from Susan Wright

from the Paulding Team

As a banker, I do have boundaries. For example, if a member of my Powercore team refers a client to me I will follow up
with that teammate to say that I connected with the client. I do my best to respond quickly because I believe that establishes my credibility as a member of the Paulding team.  I do not discuss with my Powercore teammate what the client and I talked about. Financial matters are confidential.  When I announce a "We did Business" I say, "Because Alex
(my Powercore teammate) introduced me to his client, John, I was able to assist him with his banking business. Again,
I don't go into details. It is very high level.


David Edmonson

Response from David Edmonson

Since I'm working with people about their business, much is appropriate to share.

Still, I always ask.

  • I don't use an InfoMinute or Endorsement Letter as a "good example of good" without asking --
  • and I never use anything as a 'good example of bad" without asking.

Some people (Jason, Ken) have a learning attitude that allows them to think and get benefit while I'm using their material. 
More people only feel comfortable if their information is used as a "good example of good." 

In the last five years I've changed my process around this. Even with permission I don't use that day's InfoMinute as a good example of bad.

I wish more people were willing to "show their work" -

  • show what they started with,
  • the process we went through, (It is a process, it's not one-and-done)
  • and what they ended with.

Personally I get value from coaching around what I did that was ineffective, and the exercise of changing it. (Recently Jasmine called me out on this - she said "What you said was okay; what you did was not. Really helpful.)
One of my most effective learning tools was a monthly article in Direct Marketing Magazine where Herschel Gordon Lewis would take a sales letter and show, word-by-word, how to make it effective. 

Still, only with permission.

Steve Payment

Response from Steve Payment

from the Paulding Team

My boundaries are based on my customers wishes. I get to know my clients very well while I am working with them. I know wether they would like the purchase/sale mentioned on social media or not. I do not take pictures with my clients at closing unless they ask for them. I let them post about their home purchase and tag me if the like. Also some information is held confidential because if a seller needs to sell because of a transfer or other reasons the buyers may think they are more likely to take a lower offer to move on. 

Michelle Como

Response from Michelle Como

As a Clinical Aromatherapist I work with clients who deal with a wide variety of health issues, physically, mentally and emotionally. They share their medical history, medications and so forth with me. It is very important to me to create a space where clients can feel comfortable sharing what is going on in their bodies, knowing that it will be kept confidential. For that reason, when I complete a We Did Business and share with the team, I may check the confidential box and not talk about the reason the individual met with me. 

Jim Hilber

Response from Jim Hilber

from the Whitlock Avenue Team

As a Professional Payments Professional, I handle important and sensitive data for my Merchants every day.

That 4-letter word is involved in all aspects of my industry.  R-I-S-K.  Risk.  Items like credit status, banking relationships and business transaction history are held in the highest confidence.  Generally, merchants do not mind disclosing who they trust with their electronic transactions.  That is, if they actually know who handles it.  I am a great referral for someone who does not have a working relationship with their payments provider. As a trusted business partner, with 30 years of business operations experience, I am privvy to many business challenges that are not shared.  PowerCore allows me opportunities to refer my relationships with a need to other business professionals with viable solutions which helps further to raise my value and credibilty with my clients.

Greg Verjan

Response from Greg Verjan

from the Peachtree City Team

It's is our business practice to never use names, or identify a person or family as Pest Control can be quite personal.

we have at times asked if we could take pictures to identify harbor age to use as examples for our website and or training.

customers at Turin Pest Control have their out unique portal passwords and account. We never share that information either.



Jason Muldrow

Response from Jason Muldrow

from the Peachtree City Team

I've made it a rule to not share who my clients are unless there is mutual benefit and I have their explicit consent. A few years ago, I made what I thought was an innocent mention about another client but had no idea that there was a history of feud between the third parties. Boy, was I in for a rude awakening that I will never forget.

Not only that, people's business is their business. For me to be able to successfully serve my clients requires a good deal of mutual trust. It is important to me that they know that their behind-the-scenes business practices will stay behind the scenes as far as I’m concerned.

So, in PowerCore, when it's time to celebrate We Did Business slips, I no longer distinguish between who referred a client to me versus who may or may not be a client on our team.

Jason Muldrow - Muldrow Marketing

Rich Carrozza

Response from Rich Carrozza

from the Paulding Team

I love sharing my clients with everyone. I always ask for permission, but sharing on social media the before and after photo of a roof replacement is amazing. The difference a new roof brings to a home is remarkable and I like to share that with everyone. I always discuss what our company offers are far as services go, but I dont broadcast pricing, especially if insurance is involved, with anyone else, thats where we draw the line. Financial information is private and we keep it that way.

Virgil Dortch

Response from Virgil Dortch

from the Paulding Team

Being in the Health Insurance field i am limited in what i can say about a client due to HIPAA /PII rules. However i can always explain why i believe in the person i`m referring them to. Our Team is made up of caring small business people that believe in helping people first. That makes it easy to send people to them. It`s always we did business, because this member introduced me to them.

Saurel Quettan

Response from Saurel Quettan

from the Candler Park Team

My clients and I execute a two-way non-disclosure agreement. Though I may discuss the nature of the problems they are dealing with, I will not make reference to their names, or the names of their businesses. I also keep private any and all financial details shared with me on a need-to-know basis.

Alex Davis

Response from Alex Davis

I try to keep my clients information private whether it is personal information or just a story. I may say something like "this happened to one of my cients", but I will never share information past that. That is because there are compliance issues. Partner that with the fact that the clients we have do not tell us things just so we will create a facebook post about them or share their poor luck. They tell us those things in confidence, and to protect my reputation, I keep them in confidence. I try to have boundaries that help others feel respected, appreciated, and like they can trust me. 

Chris Gardner

Response from Chris Gardner

As a financial advisor, my responsibility is to keep the confidentiality of my clients. 

Chris Gardner 

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

I realize that people's finances are very personal.  That's why l assure all my clients that whatever is discussed in our session is private and will only be shared with their explicit permission.

That goes for identifying a specific referral as well.  I will keep things confidential unless they give me permission to mention their name.

Olivia Howard

Response from Olivia Howard

from the Paulding Team

As a mortgage lender, I can disclsose my borrower's names once the loan is closed becuase it's public information accessed via county websites, etc.  However, I do not share last name just as professional courtesy.  Sometimes, I might not use their real name at all.  For example, I may do an InfoMinute about helping a borrower with credit issues and overcoming other hurdles to get them pre qualified or approved.  This might be a referral from the realtor on our team.  Obviously, I do not disclsoure credit issues with the agent.   

Magneta Gonzalez

Response from Magneta Gonzalez

from the Peachtree City Team

Client confidentiality is important to me and them. So when I talk about  we did business I sometimes do not put the clients full name. I certainly do not discus my clients  reason for visiting with anyone. 
 I want my client to always feel confident that their information is safe  so they can  continue to trust me. 

Nicholas Garrison

Response from Nicholas Garrison

from the Fayette Team

I may speak about a certain dog I have trained to illustrate the training. However, I do not share client names with others. Although I do share videos I have taken in my training. Clients have given me permission to use them for Social Media and advertising

Brenden Jonassaint

Response from Brenden Jonassaint

from the North Fulton Team

I feel just like the psychotherapist. Since I work in finance everything about my clients is confedential. I cannot mention anything unless the 3rd party has a legitimate need to know and I've gained permission from my client. For example referring my client. I can't make every deal work but if I see a program that does I'll ask my client if it's okay to make a connection in regards to thier situation. If My client gives me the okay I'll make the introduction. I usually call the person I am referring to first to make sure my client's situation is a good fit then I'll proceed with the referral.


Jonathan Young

Response from Jonathan Young

Our boundaries are only constrained by the states we are licensed in which currently, we are licensed in GA, FL, SC, & AL. We are able to get licensed in any state that we choose in a relatively quick timeframe if the market warrants our licensure. 

My clients are often concerned that the loved ones we are covering may not be eligible due to state lines or health conditions. 

1. We are able to insure any one who crosses into state lines of any state I am licensed in regardless of where they are currently live. 

2. We are able to insure regardless of pre-existing health conditions, as I am able to shop through two others companies that we have acquired.


Nate Sampson

Response from Nate Sampson

I have no issue with sharing the cinematic content created specifically for my clients. In fact, in my industry, my clients applaud the fact that I often share portions of the branded final video productions with my sphere through online posts such as through social media channels while also attributing such posts to their business / brand and/or channel by directly linking and tagging, as appropriate. 

Susan Honea

Response from Susan Honea

from the Whitlock Avenue Team

Coaches are a lot like psychotherapists from a confidentiality point of view. I can only divulge who I work with (whether in a 1-on-1 coaching engagement or facilitating a workshop or retreat) if I have written permission from the client to do so or if the client poses a danger to themselves or someone else (in which case I would only be able to reach out to an appropriate authority). There are times when I can speak in generalities or themes, such as when I'm contracting with a corporate client to coach multiple people on a team or in a department. In those cases, I can share high-level information, and that's it.