What To Do To Give Referrals: Sunlight Warms
Sunlight can be soft or direct. Endorsement Letters work the same way. The method matters. How do you use Endorsement Letters to brighten a referral?
- Do you read them before referring to a Member you don’t know?
- Do you send the link to your client so they can see another person’s experience?
- Do you tell the story yourself, in your own words?
Share your method. Don’t repeat what someone else has said.
Response from Wendy Kinney
from the PowerCore Team
I often share the link to an Endorsement Letter with the person I'm telling about a Member.
Depending on their motivation and need I might share a link from an Endorsement Letter I wrote: https://powercore.net/api/attachments/13539_AndreaPackEndorsementLetter.pdf
or from an Endorsement Letter a friend I referred contributed: https://powercore.net/api/attachments/12301_NancyKaye.pdf
or this one because it expresses the right benefit: https://powercore.net/api/attachments/15505_Andrealetter.pdf
Endorsement Letters give my friend something to expect, and that makes them comfortable.
Response from Tom Wallace
from the Peachtree City Team
I will begin with an introduction about a few things I know about the person I'm introducing to a referral, but I also find it helpful to share a link to an Endorsement Letter they have gotten, so they can get a perspective from someone else as well.
Response from Mary Block
from the North Point Team
I like to paraphrase to a referral, what I have read in endorsement letters for the Powercore member. I sometimes include a bit of that story in a 3-way email when making the introduction. My intention is that my customer or friend reads something that resonates and establishes connection before the two parties speak.
Response from Queen Val Valmond
from the South Gwinnett Team
I use story telling as my sunlight. Before I refer someone, I remind myself that people don’t remember titles they remember moments. So I take one real experience and tell it in my own words. It makes the referral feel warm and personal, not forced.
For example before I send my client to Marco, I tell them the story about how he fixed my computer issue in under an hour when I thought my whole system crashed. That moment shows his character better than any bio link. After that story, my clients feel confident calling him.
Response from Chris Airhart
from the Peachtree City Team
I prefer to tell the story in my own words. When I do this, the person I am speaking to about the potential impact a PC member may have on them, it shows a personal touch. Even if the endorsement letter wasn't written by me, it still has the personal touch and the potential client can feel that.
Response from Melissa Moss CFP®
from the Towne Lake Team
For me, endorsement letters are about clarity, not volume. I always read them first, so I understand the real transformation someone delivers, not just what they do, but why people trust them.
When I’m making a referral, I usually tell the story in my own words so it feels natural and relational, not scripted. I want the person I’m referring to feel the confidence I have in that member.
If they’re someone who likes validation or wants to see proof beyond my voice, I’ll follow up by sharing one specific endorsement letter that reflects their situation or concern. That way, the letter doesn’t overwhelm; rather, it reinforces.
Used this way, endorsement letters don’t replace the relationship. They warm it, strengthen it, and make the referral feel safe and intentional.
Response from Lacy Loyd
from the Newnan Team
I read endorsement letters before referring a Member I do not know well. They help me understand the quality of work and level of care someone provides. When I make the referral, I usually share the story in my own words, drawing from what others have experienced rather than reading the letter directly. That way the referral feels more personal and helps my client understand the kind of service they can expect.
Response from Stacy Freemyer
from the Woodstock Team
I will read the endorsement letter first to I can tell the story and I also will send a link and tell the client to see for them self what the person has done and will be able to do for them.