The Value of a Good Referral

by | Nov 14, 2017 | Wealth Management

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The Value of a Good Referral

[/fusion_text][fusion_text]I like to collect things. It started with baseball cards and coins as a kid. My collections as an adult are more abstract – trying to visit all 30 baseball parks (7 to go), trying to walk the entire Superior Hiking Trail (www.shta.org) piece by piece, and trying to visit all 50 states (32 down, 18 to go).

I also collect the names of business people to share with friends and clients. That comes in handy when someone needs accounting help or a Medicare supplement policy. Obviously I can’t possibly be an expert in all areas of people’s financial lives. I can be of better service by helping them create a team of experts and facilitate good conversations among people on the team.

If you ask me for a referral, you can expect a few things:

  1. I expect nothing in return for the referral. I don’t refer to other professionals with expectations that they will refer me business.
  2. I will only give a true referral if I know the other professional well. I’m not going to pass along a name that I don’t know and trust, and act like I do.
  3. I will try my best to find the best fit for you and give you one name. Passing along two or three names is a cop-out that says, “If something goes bad, don’t blame me. You picked it.”

So…if you’re looking for a CPA, an attorney, a health insurance agent, a divorce mediator (I hope not), or a mortgage broker, I have a name I can pass along (there are probably other professionals I’m omitting). Oh, and if you’re looking for investment advice or help with life or long-term care insurance, I know a really good guy. Just ask.[/fusion_text][separator style_type=”single” top_margin=”” bottom_margin=”” sep_color=”” icon=”” width=”” class=”” id=””][fusion_text]

Legal Disclaimer: These posts do not constitute an offer or recommendation to buy or sell any securities or instruments or to participate in any particular investment or trading strategy. They are for informational purposes only. ASA gathers its data from sources it considers reliable. However, ASA makes no express or implied warranties regarding the accuracy of this information or any opinions expressed by the author and may update or change them without prior notification.

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