“Are You the Go To Guy for Your Client’s Needs?”

“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

Email: joe@righttracfg.com



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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.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Comment balloon 31 commentsJoe Petrowsky • August 30 2015 03:40AM


Hi Joe.  You have a wonderful method to your business.  No wonder you are doing so well.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) almost 4 years ago

Hi Joe.  I am more than an agent.  I am a resource for my clients.

Posted by Conrad Allen, Webster, Ma, Realtor (Re/Max Professional Associates) almost 4 years ago

Good morning Joe.  I believe I give my clients the right advice as most of my former clients keep coming back to me for their real estate needs.

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty) almost 4 years ago

We do recommend other allied professionals...lawyers, contractors...but only if we have first hand or well documented experience with them.

Posted by Sally K. & David L. Hanson, WI Realtors - Luxury - Divorce (EXP Realty 414-525-0563) almost 4 years ago

Good morning Joe. I always believed you were a go to guy so I am not surprised. Congratulations.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) almost 4 years ago

Good morning, Joe -- what valuable service you provide!   Have a great Sunday.

Posted by Michael Jacobs, Los Angeles Pasadena 818.516.4393 almost 4 years ago

Good morning Joe,

If we were not the go to guy like you we would be in another line of work soon.

Make yourself a great day.

Posted by Raymond E. Camp, Licensed Real Estate Salesperson Greater Rochester (Howard Hanna Real Estate Services) almost 4 years ago

You need to start JoesList.com !!

Posted by Hella M. Rothwell, Broker/Realtor®, Rothwell Realty Inc. CA#01968433 Carmel-by-the-Sea almost 4 years ago

It's extremely important not only to do a good job at what you do but also to be able to put people in touch with others who offer related services and are equally competent. Wayne is famous for his "I know a guy..." sentences.

Posted by Wayne and Jean Marie Zuhl, The Last Names You'll Ever Need in Real Estate (Samsel & Associates) almost 4 years ago

Joe Petrowsky  Going that extra yard is the key to service

Posted by Hannah Williams, Expertise NE Philadelphia & Bucks 215-953-8818 (Re/Max Eastern inc.) almost 4 years ago

Joe Petrowsky To all those who have commented before and after us; we are considered go-to people in this business and we should have contacts for our past , current and future clients that will help them in all phases of home ownership, even if heading towards litigation. Great post!

Posted by Sandy Padula and Norm Padula, JD, GRI, Presence, Persistence & Perseverance (HomeSmart Realty West & Geneva Financial, Llc.) almost 4 years ago

You do an excellent job Joe, with your referral network. We can all learn from you how to make it work to benefit everyone involved.

Posted by Debbie Reynolds, Your Dedicated Clarksville TN Real Estate Agent (Platinum Properties) almost 4 years ago

If you want to know...Go see Joe. That's all I know Joe Petrowsky 

Posted by Richie Alan Naggar, agent & author (people first...then business Ran Right Realty ) almost 4 years ago

Being the go-to guy is an excellent person to be!

Posted by Kat Palmiotti, The House Kat (Grand Lux Realty, Monroe NY, 914-419-0270, kat@thehousekat.com) almost 4 years ago

Joe, learned early in business to be the source of the source! Enjoy your day! 

Posted by Wayne Martin, Real Estate Broker - Retired (Wayne M Martin) almost 4 years ago

Definitely the "go to" person, but after I have vetted my referral sources.  I absolutely hate it when one of them drops the ball.  It doesn't happen often.  My sources know they will quickly be dropped from the list!

Posted by Jeanne Gregory, The most important home I sell is YOURS! (RE/MAX Southwest) almost 4 years ago

Joe Petrowsky You do it the right way, and I hope I do as well. When we have a client with a need, we need to be there for them.

Bill Roberts

Posted by Bill Roberts, "Baby Boomer" Retirement Planner (Brooks and Dunphy Real Estate) almost 4 years ago

My business is built around being the "go to" guy for all my clients no matter what the subject is.  If I don't know the answer, I will direct them to someone that does!!!

Posted by Sham Reddy CRS, CRS (H E R Realty, Dayton, OH) almost 4 years ago

No wonder you are so successful Joe. It shows.

Posted by Noah Seidenberg, Chicagoland and Suburbs (800) 858-7917 (Coldwell Banker) almost 4 years ago


Wonderful post.  It is nice to a big list of contacts.  A

Posted by Ron and Alexandra Seigel, Luxury Real Estate Branding, Marketing & Strategy (Napa Consultants) almost 4 years ago

Joe Petrowsky ~ hi Joe Petrowsky. I can't say I'm the "go to guy" for my clients, but I am the "go to ga;," for sure!

Posted by Nina Hollander, Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor (Coldwell Banker Residential Brokerage ) almost 4 years ago

Joe, you are definitely the go to guy and know the best resources for different jobs.

Posted by Rebecca Gaujot, Realtor®, Lewisburg WV, the go to agent for all real estate (Vision Quest Realty) almost 4 years ago


Being a go to person . . . . is a path to long term business relationships. The right to be that go to person is earned . . . . with bring excellence to our life and business model.

Good luck and success.

Lou Ludwig

Posted by Lou Ludwig, Designations Earned CRB, CRS, CIPS, GRI, SRES, TRC (Ludwig & Associates) almost 4 years ago

Joe, Great Customer Service is the level I and my agents attempt to reach each and every day. I have a question on the Q&A page about how often LO attend closings. It is not a requirement but just Great Customer Service. 

Posted by Frank Rubi, FrankRubiRealEstate.com (Frank Rubi Real Estate, LLC) almost 4 years ago

I have a list of contractors and other vendors that I share with all of my clients.

Posted by Barbara-Jo Roberts Berberi, MA, PSA, TRC - Greater Clearwater Florida Residential Real Estate Professional, Palm Harbor, Dunedin, Clearwater, Safety Harbor (Charles Rutenberg Realty) almost 4 years ago

Joe I think we all like to think of ourselves as the go to person, but that is not always the case.  The proof is in the pudding :)

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) almost 4 years ago

We all need to have those lists of go to people. It's very important in our business. Your stories are a testament to how well you work for your clients and the number of referrals you receive backs that up. 

Posted by Debbie Laity, Your Real Estate Resource for Delta County, CO (Cedaredge Land Company) almost 4 years ago

Joe- you ARE the go-to guy and it speaks volumes about how much you do for your clients. 

Posted by Kathy Streib, Home Stager - Palm Beach County,FL -561-914-6224 (Room Service Home Staging) almost 4 years ago

Joe Petrowsky well, you are the HUB of the network! And always caring for others, helping others!

No wonder everyone loves you...

Posted by Praful Thakkar, Andover, MA: Andover Luxury Homes For Sale (LAER Realty Partners) almost 4 years ago

In the networking world you are known as a connector.

Posted by Evelyn Johnston, The People You Know, Like and Trust! (Friends & Neighbors Real Estate) almost 4 years ago

Being the go to guy is a very smart position for professional service providers. 

Posted by Roy Kelley (Realty Group Referrals) almost 4 years ago