A little over a year ago I observed one of the best email transitions I have ever witnessed. While working on a wireless network expansion for one of the churches I manage a discussion came up about their current email service and some of the problems the current email service provider was having. Having observed the work done by this PowerCore member who handled the smooth email transition, I had no problems referring more business their way.
from the East Cobb Team
Recently I had a client reveal to me that he had not gotten any of his refunds for the last 10 years, nor had he gotten any of the stimulus checks that he was entitled to. After some probing, I found out that he was also having wages garnished for past due child support. The issue was he was in his 60's and his "child" was now almost 40. He had no idea where the money had gone. I referred him to a lawyer specializing in such issues and within a matter of months, his garnishments stopped and his account has been cleared up. Sometimes a little gentle questioning can go a long way to clear up an outstanding issue.
from the East Cobb Team
from the East Cobb Team
from the East Cobb Team
I get frequently asked by my clients about body shops whenever they have an auto claim. I explain that while they are free to choose whoever they like and mention 1 or 2 places I trust, going with the shop the insurance provider recommends can expedite the claims process and avoid arguing over the quality of work.
from the East Cobb Team
I was working with a client to evaluate their estate plan and I found out the client did not have a will in place. I set up a three-way email with an estate attorney, so my client could work with the estate attorney to create a will. My client was extremely pleased that I have resources outside of my firm to help them plan for their estate.
from the East Cobb Team
A few weeks back, I received a call from a gentleman inquiring about a commercial property inspection for a multi-level office building in Marietta. Although I was grateful that he contacted me, I explained to him that I specialize solely in residential property inspections but that I knew of another provider who was well credentialed in commercial inspections. I was able to make an introduction for the gentleman to the other provider with the comfort of knowing that he was well taken care of. Building standards change as well as safety standards in residential construction practices. Staying hyper-focused on residential home inspections allows me to provide my clients the quality and detail they should expect from any home inspector. Nate Sampson CPI® Certified Inspector https://www.ChecklistHomeInspection.com
I have a business client interested in refinancing their Owner-Occupied Commercial Property. We talked about rates and payment options. Through consultative conversation, I discovered that the client also owns multiple residential properties. The client indicated that refinancing these properties has been on his "to do" list, but just never got around to it. I then sent an email introduction and introduced my client to a mortgage specialist in my group. The client is now working with a mortgage representative in refinancing his properties.