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Referrals Revisited

I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my clients to grow their investments and to insure that their investments are well taken care of … at the same time I believe I have a fiduciary responsibility to take care of their family, friends and associates …

  • If you were going to describe me and my products and services to someone, what would you say?
  • What do you like best about working with me?
  • What do we do for you that you didn’t expect?
  • What can we do to improve my service?
  • Who can you introduce us to that will appreciate the same kind of products and services?
  • Wait 3 seconds …
  • Do you know what, most of the time when I ask this question, a person doesn’t come to mind but when I call back in ten days to two weeks, someone always crosses a person’s path.
  • Is it OK if I call you back in ten days to two weeks to follow up?