What To Do To Give Referrals: Sunlight Reveals
Referrals begin with awareness — a beam of sunlight on the moment that matters.
Picture a real client — use their first name, and note how long you’ve worked together.
Count three to your left.
As you imagine your next conversation with this client, notice where the light falls: what could they say, or what might you observe, that reveals a reason to introduce them to the Member three to your left?
Response from Wendy Kinney
from the PowerCore Team
Jane is my yoga instructor.
hAndrea is my muscle wizard. (See my endorsement letter for her here: https://powercore.net/api/attachments/13539_AndreaPackEndorsementLetter.pdf )
When Jane mentioned a personal need for balance (she's a yogi - she can balance on one foot and do amazing things with the other!) it was the perfect opportunity to offer a 3-way with Andrea. It helps, I think, that Jane lives three blocks from Andrea's studio - we'll walk!
Response from Lacy Loyd
from the Newnan Team
One client that comes to mind is Jan. I have worked with her for about seven months. She is preparing to move from one employer to another, which often brings questions around retirement planning and long term financial goals. In a conversation with her, I might notice her talking about wanting to be sure her plans stay on track through the transition. That would be a natural moment to introduce John Medina. As a financial planner, John can help ensure her retirement goals are still aligned and that her plans transfer smoothly as she changes jobs.