from the South Gwinnett Team
from the South Gwinnett Team
from the South Gwinnett Team
I have a client that was referred to me from another team member. So after I finished their infrastructure overhaul they asked me about changing something on their website. So i then referred to Holly Newman @ Fresheggs about the website work needed, while holly was working on that she realized their site was out of date and needed a refresher/modernized. They approved the project with holly and the client reward came shortly after the pandemic hit. Because they were able to provide telemedicine and all forms of electronic transactions thru the new remodeled site that holly did.
I introduced a mortgage client to Raymond Payne with Cerner Capital, the financial planner from my team. She is a potential real estate investor so we mutually benefit from staying in front of her and her financial needs.
from the Fayette Team
from the South Gwinnett Team
Being a resource to my clients and/or network is a huge opportunity to stay in touch. My PowerCore team regularly spark ideas on how I can be a resource to my network. The Lilburn PowerCore team also sets me up as an influencer who is able to constantly and consistently delivering value to others. Greg Williams and Joyce Ray were able to assist one of my customers with a home purchase. This team made the process seamless.
As financial advisor and CPA, almost all of my business relationships are ongoing. Because of that, I am keenly aware when a client reaches a point when they are in need of a fulltime professional bookkeeper like Mike Owens. By making that introduction, I am providing my client with a resource that will allow them to grow even more.
At Grow Bookkeeping, I stay in contact with my clients on a going basis when I send them their Monthly Financial Reports. As I only do bookkeeping, I pass all my tax and CPA questions on to Ray Payne with Cerner Capital. Because bookkeeping is the foundation of any financial planning, I stay in contact with my clients to supply Ray with the figures he needs.
from the South Gwinnett Team
Eureka! Holistic Nutrition is all about the person vs the program focusing on root cause imbalances vs symptom chasing. When I first talked with Gloria, a new member, I recognized she would benefit from working with a counselor on some past trauma that has influenced her relationship with food. Rich Oswald of Legacy Counseling Center (78 Corridor Team) will be a great referral for me to connect her to when she is ready. Also, I have another member who is a marathon runner and would benefit greatly from regular chiropractic care from Dr. Dana Kind on my Lilburn team. Ready to give referral when it is natural time to do so! Power of a great network = PowerCore! 🙂
I provide marketing services for small businesses, and am often in touch with them frequently throughout the year. Many of these business owners have personal and/or professional needs that can be met by a referral of mine. Always happy to use my influence to pass along a referral.