Referrals from transition

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Nov 2, 2008 3:12 pm

Quick observation from someone who’s been through a transition…I was surprised at the amount of referrals I got after I left AGE last year.  Not 10 a day, but the pace definitely picked up from what it had become.  Clients that had been sitting on their hands because of the uncertainty of what was happening to AGE back then were glad to hear of the plan to change, and then said things like, “Well, now that I know what you’re going to do, my sister was asking me to get you to call her because she’s changing jobs and needs help with her rollover.  I didn’t want to say anything until I knew what you were thinking…”  I’d think that would be even MORE the case with you guys/gals that are currently AGE/WB/MER/BAC after all the distress you’ve been subjected to over the last year or so.  Just thought I’d share that with you.  Use your powers for good.

Nov 2, 2008 3:18 pm

I have at least one client waiting to consolidate his stuff until I figure out my deal. I don’t blame him.  A change of scenery would undoubtedly pump you up, hence your referrals would probably jump as well. Good observation!