I don’t give referrals based on the giving nature of individuals. Giving is either self-serving or altruistic and we have to distinguish between the two. I believe all of us here have a giving nature but that’s not my basis for a referral. I give referrals based on the knowledge, professionalism, and ability of the person. I have to be comfortable in knowing that a referral partner will treat my clients the way I treat them. Just because someone has a giving nature, doesn’t mean they will be the right fit for a referral nor do a good job for a client.  

Most recently, I sent a referral to Nance Donaldson, commercial realtor on our team. In our previous coffees, Nance was nice enough to show me her process to which she does research, compile results, presents prospective commercial spaces and then tours the space with the client. She also works closley with non-profits which speaks to her giving nature. The referral I sent is a insurance firm owner looking for commercial space for her growing business.  She is new to Georgia so I knew that she needed to work with someone that is very knowledgable and would not take advantage of her.