“Are You the Go To Guy for Your Client’s Needs?”
Very early on with my clients I establish a “go to relationship”. Below you will see an example of this client asking for another referral or recommendation.
I want my clients to understand that this is not a typical or average relationship. When a client first calls in to get pre-qualified I ask a number of specific questions. Who referred you? What did they say about me? I will then ask a few financial and credit specific questions. Once I have what I need and run credit we review the comfort level for a mortgage payment. Hopefully all works out so that I can issue a letter for them.
More questions: Do you have a Realtor or do you need a referral? Do you need a referral for a home inspector, insurance agent, attorney or title company, mover and so on? Depending on the answers I handle any referral that they will need. It doesn’t take long for any client to get the idea about how I work.
Good morning Joe.
First off thank you very much for the contacts you shared with Chris – panning out well. I was hoping you could help us with a contact for a litigation lawyer. We had a situation with one of our contractors who walked away with about $35K as he was using our money for other things so he did not pay for the windows, cabinets or his subs. We would like to talk to someone to see if we have a case. We wanted to check to see if you knew of someone as we knew they would be credible.
Thanks again for all your advice and help.
Image courtesy of stuartMiles/freedigitalphotos.net
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Joe Petrowsky, NMLS #6869
Right Trac Financial Group, Inc. NMLS #2709
110 Main St.
Manchester, Ct. 06042
Office: 860 647-7701 x116
Fax: 860 647-8940
Cell: 860 836-9294
Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.
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