group of professionals gathered for coffee Photo: Shutterstock

Why will people you know socially send business your way or set you up with some really good referrals?  There are many reasons.  They might really need exactly what you provide.  Maybe they are considering several providers and decide they like you as a person.  Here’s a third reason: You are helping on a project that’s important to them.  They want to reward you or at least retain you.

Here’s a real-life example.  My wife and I knew a (now deceased) real-life philanthropist who owned a thriving business.  He had a favorite local charity.  One day he told me about a financial advisor who served on the charity’s board.  He told me about the great things the advisor had done as a volunteer and about the impact his efforts made.  He concluded with “I decided to send my retirement plan over to his firm as a thank you.”  Regardless of whether it was the company plan or his own plan, it was a big plan!

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

 

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.