Michael Sussman is in the Property and Casualty Seat on our team.  Home buyers can get overwhelmed during the purchase process.  I make sure to mention to them that they let Michael know about their situation so he can recommend the best approach to insuring the new home.  I wouldn't want my failure to reach out to prevent Michael from helping the client in the best way possible.  

If I have given Art Rosser a prospect......for a possible financial plan for their future........and this prospect has some personal "quirks" that I think Art should be aware of......I feel  it my responsibility to share so that
Mr. Art is totally prepared for the good, the bad or the ugly.

Makes life and work easier to have good client information so we all work our magic thoroughly, professionally and of course, with some grace.

Joann Taylor 

Taylor Design Consultants,inc

My member introduction was Joanne.  The client that I would refer to Joanne is going through a home remodel their living space.  Though Steve is very easy going his wife Jennifer is very meticulous and detailed.  I would share this information with Joanne.  With Jennifer everything must be spelled out and detailed.  She will require several updates and as Steve shared, she is really the one driving the remodelling and also the decision maker.  She doesn't like "Yes Men" and wants your honest feedback on any decisions that she may be leaning towards

I would give more information when a client is difficult or if I think that the client and member may clash in personality or if I'm not sure if client is a good client for a member. 

As an Eldercare Advisor, there is always a backstory regardless of who would be two people to my right.  And almost always, that backstory is private.  The backstory is more detailed if I'm referring one of my clients to an Eldercare attorney, a healthcare company, or a senior living community.  I prefer that to be a conversation, and include specifics about diagnoses, financials, care requirements, etc.  This information is highly personal, and is required to be private (HIPAA).  When I'm referring one of my clients to a financial advisor, a handyman, a painter, a roofer, or another partner that doesn't need to know personal medical information, there is still a need to explain why I'm making the referral.  And many times, that conversation is also private.

My member introduction was John Kozak. John is holding the CPA seat for our team. My potential referral to him would be a lawyer who is thinking about starting his own practice and wants to speak with John to make sure he is filing his new business correctly. I would want John to know that this new endeavor my referral is taking may have flexible timelines as he leaves his previous role and starts his new one. Additionally, depending on how difficult it is for the lawyer to leave his current role, the client may wish for this to be kept confidential. I would be doing John a disservice by not making him aware of these circumstances.