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Now More Than Ever--Support Your Referral Partners

By
Mortgage and Lending with SUNSTREET MORTGAGE, LLC (BK-0907366, NMLS 145171) NMLS 223495

The joke came by way of the internet, and I have to admit that I laughed. 

  • Financial Planner:  "A guy whose phone has been disconnected."
  • Cash Flow:  "The route your money takes as it disappears down the toilet."

Then I got to thinking.  My financial planner is a trusted advisor who not only manages my retirement portfolio, but also refers business to me, as I do to him.  I wondered "What is he going through right now?"  "What can I do to support and reinforce the good relationship we enjoy?"

The answer came to mind immediately .  I can tell the people who know and trust me just how much I trust my financial planner.  His name is Dave Bowen, and I trust him with my money.  His company is Cornerstone Financial.  If you call him, tell him who sent you. 

Trust goes to the core of successful relationships in business.  The people who are bailing out of the markets are the same people who are afraid to make a move in real estate.  They are paralyzed because they don't know who to trust.

True Story:  I referred a Tucson client (who trusts me) to an Active Rain member in Chico, CA.  Her name is Sandi Bauman, and my client and I found her through the Active Rain Real Estate Network.  We read her posts.  We read what people commented on her posts.  Active Rain was the starting point for our due diligence.  In short, we came to trust Sandi Bauman before we ever met her.

Sandi did a fabulous job for my client.  See how it works?!

Action Item:  Now ask yourself, "Am I trustworthy?" 

If the answer is "YES!," people need to be talking about you, and you need to be talking about them!

EDIT:  I challenge you to write a post today about a business referral partner whom you trust.

I'm Mike in Tucson, your preferred Tucson, Arizona mortgage lender.
Mike Jones (Tucson Mortgage Company, LLC): Loan Officer in Tucson, Pima County, Arizona
Think of me as your Tucson expert.

Comments (40)

Fran Gatti
RE/MAX Integrity - Medford, OR
Managing Principal Broker - RE/MAX Integrity

Mike,

Good idea for a post and what a way to encourage your financial planner, in what has to be a very stressful time for him.

Oct 14, 2008 10:48 AM
Gary Miljour
American Financial Network, Inc. NMLS#207208 - Southern Pines, NC
Mortgage Originator NMLS Licensed in AZ and NC

Mike,

I met you and know your honestly.

 

Oct 14, 2008 10:59 AM
Jesse Clifton
Jesse Clifton & Associates - Fairbanks, AK

Mike, this is excellent... This is a great challenge!

Oct 14, 2008 11:03 AM
Chuck Willman
Chuck Willman - Alpine, UT
NewHouseUtah.com

Mike- People love referrals... they want to work with someone who has had a good experience. I'm glad to have been the sender & receiver via AR... I hope to have a Tucson client to send your way.

Oct 14, 2008 12:57 PM
Terry & Bonnie Westbrook
Westbrook Realty Broker-Owner - Grand Rapids, MI
Westbrook Realty - Grand Rapids Forest Hills MI Re

I have written of several trusted advisers and businesses that we frequent and think they do a great job. We need to do it more. Thanks for the reminder.

Oct 14, 2008 01:05 PM
Atlanta's Home Inspector, David Lelak IHI Home Inspections
IHI Home Inspections 404-788-2581 - Canton, GA
Experience the IHI Difference

Great post Mike, I have been coming up a little dry on ideas, now I have some new ideas to blog about.  Thanks!!!!

Oct 14, 2008 01:27 PM
Myrl Jeffcoat
Sacramento, CA
Greater Sacramento Realtor - Retired

Mike - I love your joke, even though the present financial situation isn't much of a laughing matter.   But, who wanted to retire anyway :-)

Oct 14, 2008 01:53 PM
Mike Jones
SUNSTREET MORTGAGE, LLC (BK-0907366, NMLS 145171) - Tucson, AZ
Mike Jones NMLS 223495

placeholder to return your comments.

Oct 14, 2008 02:41 PM
Roland Woodworth
Blue Cord Realty - Clarksville, TN
Blue Cord Realty

Mike.. We should all remember the ones who support us and we should return the favor as well.

Oct 14, 2008 02:52 PM
Audrey June-Forshey
RE/MAX Realty Services - Darnestown, MD
GRI, Gaithersburg, MD

Mike, I think it is great that you and your financial advisor have such a good relationship.  Hmm... maybe I should see if my financial planner remembers my name? ;)  I think referrals are the way of the world.  It is the thing that has kept me going through this difficult market.

Oct 14, 2008 03:14 PM
Kevin Wood,
Keller Williams Southern Arizona - Tucson, AZ
Tucson, AZ Realtor

Jonesy,

Great featured post. How true.

Oct 14, 2008 04:42 PM
Harrison K. Long
HomeSmart, Evergreen Realty - Irvine, CA
REALTOR , GRI, Broker associate, Attorney

Mike ... good post about support for friends and business partners. I will shout out on Thursday for friend Brian Chew, well qualified Californialawyer who specializes in estate planning and trusts.  Harrison

Oct 14, 2008 05:17 PM
Lori Mode
The Mode Real Estate Group - Elk Grove, CA
Real Estate Made Simple

Great post!  We all should take a moment and thank those business partners who make us successful.  No one ever succeeds alone and I know without some of my business partners my job would be made much more difficult.  You have inspired me to write a post also!

Oct 14, 2008 05:54 PM
Connie Harvey
Pilkerton Realtors - Brentwood, TN
Realtor - Nashville TN Real Estate

Mike, excellent challenge for us all. Like our friend Margaret Rome says... "pay it forward"! I'll work on the challenge when I get back from showing houses.

Oct 15, 2008 02:42 AM
Lori Isaacson
Credit Restoration Consultants - Plantation, FL

Great post. In these times when it is getting harder and harder to find business, I depend on a BNI Networking Group in where we have one person from different profession referring business to each other. It is a great way to pass referrals around. Just off the top of my head I can suggest using Susan Baum at Tropical Finance Credit Union for loans and just plain old fashioned personal service. I agree the best way to help each other is through referrals.

Happy Wednesday!!  Lori Isaacson

Oct 15, 2008 03:22 AM
DeAndrea "Dee Dee" Jones
Samson Properties - Manassas, VA
DMVRealEstateChick

That is great! He must be good to get such a positive testimonial from you.  I wish you both much success.

Oct 15, 2008 06:06 AM
Benjamin Clark
Homebuyer Representation, Inc. - Salt Lake City, UT
Buyer's Agent - Certified Negotiation Expert

Mike - I called, but the line was disconnected! (Just Kidding!)

Thanks for the reminder to positively promote those other professionals that are providing quality products and services.

Oct 15, 2008 06:31 AM
Mike Jones
SUNSTREET MORTGAGE, LLC (BK-0907366, NMLS 145171) - Tucson, AZ
Mike Jones NMLS 223495

Placeholder to return comments

Mike in Tucson

Oct 15, 2008 10:51 AM
e h
ct - Victorville, CA

I couldn't agree more, Referrals are what keeps us afloat.

Oct 15, 2008 11:41 AM
Mike Jones
SUNSTREET MORTGAGE, LLC (BK-0907366, NMLS 145171) - Tucson, AZ
Mike Jones NMLS 223495

Winter & Emerson,

The point of the post is that you and I should be promoting the people who give us referrals.  I challenge you to write a post about someone who has sent you a referral recently.

Mike in Tucson

Oct 20, 2008 06:12 AM