“Referral Partners that Belong to Other Networking Groups”
I am not sure you are aware but based on your recommendation I recently joined a BNI group, there is a mortgage person as part of the group, but you are my mortgage guy and it is my intention to keep referring my referrals to you. As it turns out, I had lunch with another member the other day and you did his mortgage as well.
I don’t quite know how to handle this situation with the mortgage guy, how would you recommend that I handle it with him?
I appreciate all the referrals you continue to send me.
My response to Jack:
I really appreciate your loyalty, but my recommendation is that you send some referrals to the mortgage person in your BNI group as it is only fair. I don’t know the person but I’m sure he knows what he is doing.
I would be totally honest and forthright with him and explain our business relationship that we have had over the last dozen years. Hopefully he will understand and the two of you can send some business back and forth to one another.
Let me know how your lunch date goes.
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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
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