Referrals Revisited

July 8, 2009 by Simon

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?