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24 Comments on Do You Refer Experts to Your Clients - And If It Goes Wrong?
We don't 'recommend' anyone, because of what you have described and liability issues.
As a service we provide a list of professionals in various industries, which they may or may not use.
I think the distinction here is whether you "steer" them, or not. I know there are a few different schools of thought here, but I say as long as it's made clear to them that any suggested/recommended professionals are just that...suggested and not required. I don't believe it's necessary to suggest any more than one name, if that's the only professional's name you have to suggest. The key point here is not to make the client feel forced or pushed into using that professional, and they understand they can use whomever they want. The next key is to make sure you don't suggest anybody you wouldn't "put your name to," as it was so well put in Comment #2. If you don't know their work, and give the name anyway, just use a disclaimer that you're not familiar with them... If you're worried about liability issues, draft a "hold harmless" document for them to sign.
In your particular described case, these buyers are just hard-wired to complain and find fault...you were probably their third agent because at least one of the other agents fired them as clients. Glad you got the transaction done and made it worth your while. I'm sure it's a great house, but sleep well knowing they'll be miserable for the rest of their lives in it!
No steering...in fact, that's the reason I always toss out multiple names for each. The reason is simple, if I'm referring someone then it's because they've demonstrated a high level of competence and professionalism. If they screw up, I lose their name.
I'll attribute this to a buyer that's happy with having issues on the table...thanks for all the comments
I always refer to three names of "whatever", I think it's my job to help my Buyers in that respect.
We had an agent in our office who would never refer anyone and would tell the Buyers "look one up on the internet". Well as I said "we had an agent...."
I have no problem referring my clients to other professionals. I think of it a a simple way to add value. However, if one of the individuals I am referring business to fails to impress my clients, I'm eventually going to fail to refer him/her any more business.
I do refer, however, I also suggest they ask friends and relatives for a referral. If clients ask me for a name I happily refer them to be the recourceful agent who helps clients in any way possible. But I'm cautious and never push "my guys". I once read in a forum, how a person asked "do we need a home inspection", and people responded "yes, but make sure you DON'T use the home inspector your agent recommends". While this is a strange thing to say, and would usually come from people who don't trust their agent, I'm aware of it when talking to clients. I know "my guys" are good, but if the client believes in his/her sphere of influence - so be it. In fact, I might meet another great professional that way to add to MY database, so it's good for everybody.
We are in a small county and there are only so many licensed individuals so we include inspectors from Eureka as well. But I never push anyone. I will say that I have used so-and-so in the past and the client liked their work, for example.
Sadly I'm dealing with clients that are almost as bad. They are mad that they spent money on a home inspection thinking they did this for the sellers to let them know what's wrong with their home. HUH!?!? After reading your post I don't feel so bad. I'm only their second agent. And yes, I do feel badly when I am asked for referrals and this type of buyer is asking. I just tell the referred vendor the buyer needs a lot of hand holding. I blame HGTV for this type of behaviour.
The thing that irked me was the attitude and the idea that "everyone" was trying to just push the deal to the closing table. It's one thing to disagree, it's another thing to do it in a manner that demeans and insults pros in their respective fields.
Fortunately this is the rare exception and these folks will act this way no matter what the situation.
Hank, I don't think you could have pleased these folks no matter who you recommended. Hopefully, they're behind you for good.
I do refer some folks I know and trust... however, I always remind clients to check references, insurance etc.
Hank, I recently referred a buyer to a lender and a home inspector. I usually provide about three names for each vendor and then let them make the choice. I was a little embarrassed by one of the vendors responses but he did choose a home inspector and lender from my list. The buyer kept singing my praises at the closing. He was very impressed by both vendors. He felt they provided excellent service at a very good cost. As a result, the referrals made me look good. The guy who embarrassed me, won't be on my list anymore.
Hank - I do recommend people, and I understand that if they don't perform it may reflect badly on me so I continue to check on my referrals.
Interesting, how when we spend time with a couple buying a house, we know exactly which is heading for a divorce...
Despite all, if you are "representing" a buyer it is still your job to take care of them and provide them with recommendations...
Eve in Orlando
I didn't read your blog, I just love the pictures of your beagle! Looks exactly like my River. :) Have a great day!
Just move on to the next one. But giving them three professionals from which to choose for anything sounds like a solid business practice.
It's amazing how the internet makes everyone think they are an "expert". Everytime someone says "I googled it" I cringe.
OK so it seems like I'm not missing anything - just wanted to sample the audience. This wasn't an issue of incompetence or poor work by any of the folks I suggested, this was simply a case of a buyer that was just bound and determined to be miserable and toss grenades.