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. 

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.

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.

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.

 

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.

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!