Our focus is What to DO to GIVE. Tell the story of a multi-generational referral you gave:
Of course you didn’t know, originally, that it would turn into multiple generations — with hindsight, why you think it did?
Have you written an Endorsement Letter? Have you used their experience with other people you’ve referred to this Member? GIVE us the story.

from the Canton Business Leaders Team
I met with the owner of Pelican's SnoBalls when the business was just getting started. After helping them get set up for payroll, I learned they were in need of an accountant. It was an easy referral to Matt Honea, the accountant on our team.
Shortly after meeting with Matt, they were introduced to Matthew Ellis of Edward Jones to help with their retirement planning needs. During my initial meeting with Raymond from Pelican's SnoBalls, he also shared that his wife was dealing with serious back issues resulting from an accident. Without hesitation, we referred her to the chiropractor on our team.
What started as a simple payroll relationship became a well-oiled referral train that generated multiple connections and solutions for the client. That's one of the reasons I love being part of our team—we take care of our clients' needs, whether they're related to their business or their personal lives.

from the Paulding Team
The multi-generational business I conducted was not known ahead of time. I do believe it was from taking time to listen to my prospect/referral to understand what they actually want and need. I never try to just sell something to someone. I need to know a lot of information about them before I can even suggest a potential solution. That customer service and my extended communication to and through our relationship make a difference in my business. I do ask for referrals at different check in intervals and our clients enjoy passing their friends and family to me.