Eleanor Thompson, our Printer, is the easiest member for me to refer to. Everyone needs business cards. It is a low risk, low cost introduction for the client.

One of the easiest past members to refer was Dan Barber, an ethical Automotive Mechanic. It got even easier when he began him mobile mechanic service. 

I have not yet created a referral for Jacqui, our Home Health Care expert. But I had a great coffee meeting with her after Powercore yesterday and I learned several new pieces of information that will help me spot a good potential referral.

Members and past members reach out to me every day for referrals.
Sometimes it's because they've checked the directory and haven't gotten what they need from Personal Profile Pages or endorsement letters, or INTROMinutes.  (Those things add credibility.)

It's easiest for me to refer to a Member whose 7-Minute I've seen. Gives me more ammunition.
All things being equal (which, of course, they never are) someone who speaks with me at Information Monday is more likely to get my referral, than someone I've never had interaction with.

I haven't had a referral for - oh, yes! I did! - okay, I haven't had a referral for Mary Block yet. Seems like I should . . . now that she does elevators. I'm on the lookout.

The easiest person for me to refer to is The Insurance Lady, Jennifer Burke. Because many of my friends are growing close to  Medicare age, it is easy for me to ask them if they have a health insurance expert to advise them. I always mention how confusing the Medicare process is, how knowledgeable Jenn is, and that her services are paid for by the insurance carriers. 

I am challenging myself to create a referral for Corbett Jordan, my favorite residential real estate expert. Again, I have older friends who may be downsizing, and I'm making it a priority to listen for clients who may be having a life change that would require buying a home.

One of the easiest folks at our table to refer to is Ken-Can.  Lots of people I talk to seem to have critter issues themselves or know others who do.

So far, I haven't passed a referral for Courtney Fray.  I am keeping my ears open during conversations with business owners bigger than solopreneurs looking for her level of CFO work.

On our team, Eleanor Thompson is the easiest to refer to. Why? Because she is at a powerful nexus of a business where it is easy to see, feel, and touch the product for sale as well as where prospects have a clear need and often don't know where to get help with quality local vendors to fulfill that need.

There are multiple people on our team that I want to be able to create referrals for. To achieve that goal, I listen for the success stories that they share that will help me to better identify potential clients for them. I think that it is good to understand what our team members do, but the success stories are the best for making that mental connection between them and those who would benefit from their products or services. Additional coffees with these members will be helpful in collecting those stories that may not make it into the weekly meetings.

1. Chrissy Pulliam---purchase clients and refinance clients often shop for home insurance. Dillion would be #2. Corbett would be #3---she as he realtor usually is who refers those to me, but I do get that person at times who has no realtor.

2. Jacqui & Aline---continue to listen for anyone who needs their services locally. 

how to give a referral or something that I never have to think about. 
it's who I am! and it's especially who I am as a Powercore family member. I have taken the time to get to know everyone on my team. Do you know what they do, how they are and why.  I come across all kinds of people in my life, most of them spontaneously.  I am always thinking in terms of how to introduce them when appropriate.  I never come from a perspective of selling, instead, I come from a place of introducing them to a corporate family member who is well-versed in a field that they might need or want.  so I am always in that space 24/7.  if you're part of my Power Core family, I'm gonna introduce you to the right people when it comes up

An easy Referal for me at the table would be Chrissy because I have clients ask me all the time for insurance referrals.

Someone at the table who is more difficult for me to refer to would be Tunji because in my field we don't get into people needing help with money management a whole lot.

Eleanor is the easiest for me to refer to...everyone needs business cards and marketing materials!

Jodey is the most difficult for me because the best referrals are businesses with inventory that they need Jodey to move online.  Meeting shop owners/managers and asking about their inventory woes is what it will take to get him a referral!

The easiest person for me to refer to is Ryan Kelly with Union Home Lending. Real estate and lending naturally go hand in hand, and almost every buyer or homeowner I talk to has questions about financing, refinancing, or lending options. We've worked together successfully on multiple transactions, so I have a high level of confidence when making those introductions.

One member I have not yet created a referral for is Carmela Arreguin in banking. To change that, I plan to be more intentional about listening for opportunities. Many of my clients are dealing with renovations, debt consolidation, or frustrations with their current bank, and those conversations can create opportunities to introduce Carmela. My goal is to ask better questions and actively look for ways to connect her with people who could benefit from her expertise.

This month’s theme — What to DO to GIVE Referrals — is important. Giving referrals is required if you expect to receive them.

1. Easiest to refer: Jenn Burke and Chrissy Pullium. People constantly ask for insurance recommendations on social media, so I refer them often. They both provide excellent service.

2. Haven’t referred yet: I haven’t sent a referral to Laney Burke yet. I haven’t seen many requests for roofers lately, probably because we haven’t had severe weather. This week I will keep a closer eye out for referral opportunities and make warm introductions where possible.

I’m committed to being a strong giver this week. Who are you focusing on?

The easiest person for me to refer is our Health Insurance seat, he provides Medicare as well and is perfect for the demographic that I work with the most. I do find opportunities to refer our PnC seat, our Real Estate agent seat and our Mortgage Broker seat as well.

Really hoping we get our Estate Planning attorney seat filled as that is an extremely easy referral outlet for me to work with also.

I have not received referrals from our service seats like roofing, flooring and windows due to them not necessarily speaking to individuals about investments when doing a installation or repair.

I can do a better job of setting up coffee meetings for us to get to know each other better and present opportunities that would spark an idea for them as they are talking to their prospects and clients.

One of the easiest members for me to refer to is Jacob. As a custom closet designer, I'm in homes every week, and many homeowners are already making updates to their space. It's common for clients to mention that they need a room repainted, want to freshen up walls after removing builder-grade shelving, or are tackling several home improvement projects at once. Because those conversations happen naturally during my design consultations, referral opportunities for Jacob come up regularly.

A member I haven't created a referral for yet is Brandi. To change that, I'm going to become more intentional about listening for life events that create a need for estate planning. When clients talk about caring for aging parents, welcoming grandchildren, purchasing investment property, starting a business, or wanting to make sure their affairs are in order, I'll look for opportunities to connect them.

It is easy for me to refer to Grant Barton with NBS Roofing because as  a Realtor, my clients trust my judgment and to know who I would choose.  I am working on a referral for Don Dunn "Audio Zen" who knows all things security and wireless for your home.  I am looking forward to my coffee with Don to learn more about his ideal client. 

Eleanor Thompson is the easiest to make referrals to because everyone needs business cards and other printed resources. I have referred Derek to myself and my neighbors who need tree help.  I always give Chrissy as a good place to start when looking for insurance provider who cares.  Jacqui Underwood has come up a few times in my bible study.  Everyone has her card and know she can help with our aging parents. I'm talking more to first time home buyers about Ryan helping them with financing. I have talked to a couple people about Scott's IT and believe he can help me in the future with our whole house wire setup. Aline has good resources on Facebook that make referring her easy. 

I have not created a good referral for Jodey Smith yet.  I think I need to talk with management when I am in stores that he refers to.  Make an extra effort.

I enjoy giving referrals. It's in my nature to be helpful and to connect people when I see an opportunity.

The easiest referrals for me are often the people I naturally come across in my daily activities. For example, I'm involved with Special Pops Tennis, an organization that serves neurodiverse individuals and their families. This past week, I was able to connect Dr. Krupa with a fellow board member whose son is neurodiverse and could benefit from her services.

As for members I haven't referred yet, that's usually because I haven't taken the time to intentionally think through my network. This week, I'm going to make a list of everyone in this room and identify people in my network who could benefit from meeting them. My goal is to create more meaningful connections by being proactive rather than waiting for opportunities to happen naturally.

Chrissy Pulliam with AmFam is the easiest for me to refer to, because we are both in the insurance business.  We handle different types of insurance, so it is easy for us to share clients and help each person together as a team.  Between the two of us, we can help any individual or family with any individual product. 

I have not had an opportunity to refer to Ryan Sewell yet, with Insurance Hub, who handles commercial/business insurance. The main reason is that I deal more with individuals and families than business owners.  One of my current goals related to growing my agency is to bring on more group clients, meaning business owners and employer group plans.  In doing this, I will have more opportunity to refer Ryan for the clients' business insurance.  I am beginning to solicit that type of business more and have included Ryan's contact information in my "New Prospect" packets.  Also, in my initial meeting with employer group prospects, I discuss ALL types of insurance needed by an employer, so this opens up opportunities for other agents I partner with.

1.  Ryan Sewell is easy to refer.  My company doesn't offer a lot of options for business insurance. Ryan exclusively offers Commerical Insurance and I love having him as an asset for my clients. 
2. I haven't been able to give Laney a referral , as soon as the next hail storm comes in she's my girl. 

Many of them are going through some kind of transition which I might see  based on how they file. For example a married person suddenly filing separate after always filing joint. I always ask why because some credits and deductions are lost if one files separate vs joint, so I need to be able to let them know what maybe lost due to the different filing status.

Depending on the answer (eg going through a divorce or a recent move to a different state) I tell them about Michal who help women in transition and ask permission to perform an introduction to her. 

2) I am new (less than 6 months) so most people at my table have not had a referral from me yet. I will definitely be on the lookout for opportunities to refer others to my fellow team mates. i do ask my clients if they know anyone needing certain services that my teammates provide. 

I have a two team members that offer easy referral triggers for me to identify. That is Jenn Burke with Allied Risk Advisors and Chrissy Pullam with American Family. As a commercial insurnance broker I deal with business owners on a daily basis. They more than likely have a need for health insurance, either individually or as group, for their employees. When I am build a great relationship with a client I find that they more often than not ask I do personal insurance as well. That makes for an easy referral opportunity for both Chrissy and Jenn!

The members I struggle finding referral opportunities the most are those who offer a product or service that does not come up in my everyday interactions. Speaking with business owners and becoming a trusted advisor can open a lot of doors for referral opportunities for my teammates. I am going to continue to be intentional about identifying opportunities not only in my business interactions, but my personal relationships as well. Everyone on our team is amazing and I feel very comfortable making a referral when the opportunity presents itself. Heres to many WE DID BUSINESS slips in the future! [insert high five emoji here] 

The easiest person for ME to refer is Aline Maynard, Certified Life Coach, because I have used her services and can vouch for her, and who doesn't need life coaching? What a fabulous service. 

The person I haven't  yet created a referral for is the gentleman who does Amazon merchandise sales, Jodey Smith. What I did about that was to ask him more questions about how I can facilitate that, and I asked him if he would be able to sell product for a friend of mine who makes post caps. 

I am fairly new to PowerCore (in my first 90 days), so the only people I have been able to refer clients to so far have been Chrissy, Val, and Aline, but give me time. I have a large social media presence because I've ran close campaigns for elected office and people in the community where I live CONSTANTLY ask me for referrals to providers of all types. 

Michelle Covel is easy to refer to because she sells menopause supplements, and many of my friends are at the age where that is needed. She also sells andropause supplements, for aging men who need to supplement with testosterone for more energy and vitality. She also sells a 3-day detox that caused me to lose 3 lbs. I can do it again in two months and lose 3-5 more lbs. $47. 

I have not created a referral for Jenn Burke, health insurance broker yet. I am going to a 70th birthday party tomorrow and I will be thinking of who is 64 and needs Medicare insurance for an upcoming birthday.

I will also keep ears out for who might not like their home/ auto insurance agency and might need to talk to Chrissy Pulliam. 

I will listen for who might need elder care so I can refer Jacquelin Munsell Underwood. 

If they own a business, it will be Ryan Sewell for a liability review! 

Chrissy, Ryan, and Jenn are the easiest for me to provide referrals to as insurance is a key aspect to protecting our clients assets. As a part of our planning process we cover medicare/private insurance costs. It is very easy for me to refer to Jenn when our clients approach retirement as many need assistance selecting the best policy and what costs we want to project for planning purposes.

I have not provided referrals to Robin, Scott, or Jody. My goal is to be intentional and have deeper conversations with clients to uncover if their services are needed.