A Referral!
Nov 25, 2020 14:00:38 #
Although I have been retired for almost four years, I really miss my former job, the friends at the office, and would still refer a prospects to my partner when I met one. I suppose after being in the traces of over 30 years, prospecting becomes second your nature. You just can’t help it.
This happened just before we entered the quarantine period for the Covid-19 period in March 2020. I was getting a hair cut and struck up a conversation with another man while waiting for our turn. I was impressed with his experience as an executive in the oil-patch. We had been through hard times as well as good, and some of the same jobs and situations. If we had been playing paper, rock, and scissors, we would have been tied all along.
After I was finished, I left the shop but waited in my car for this individual to leave the shop as well. I wanted to give him my business card and ask more details that were too personal in the crowded shop. Now, it is silly, but remember this occurred in a dream, so nothing is too far fetched there. I had a bag of fresh carrots in my car, so I took one and affixed it to the hood ornament on his Mercedes. I expected it would get his attention, that he would then stop to remove the carrot allowing me the chance to visit privately with him.
Since I was parked in the lot ahead of where he would have to exit, I just waited. When he came out, he did not see the carrot for some reason, so I flagged him down as he came up by where I was parked. I first removed the carrot and then told him why I had placed it there.
I said that he might be interested in meeting with my former partner. She had was CPA, in addition to being a broker and financial consultant. She was my former partner and now had more than 40 years’ experience. As one example, she had helped one of our larger clients receive an IRS refund of around $50,000 due to an oversight of his current accountant had made on his taxes the past few years. That will get most peoples' attention. Our client changed his CPA!
Since he was a corporate executive, there were a lot of intricacies of the tax code involved in receiving stock shares as dividends and he might benefit from a second opinion. He said, “It is funny you mentioned it, you must have read my mind, I have been worried about that. I was wondering just where I should go to check it out.”
I was pleased that I was able to direct him to a reliable source of expertise. Whether he will ever take advantage is up to him. The next step is to ask if he likes to go fishing! Just Sayin…RJS
This happened just before we entered the quarantine period for the Covid-19 period in March 2020. I was getting a hair cut and struck up a conversation with another man while waiting for our turn. I was impressed with his experience as an executive in the oil-patch. We had been through hard times as well as good, and some of the same jobs and situations. If we had been playing paper, rock, and scissors, we would have been tied all along.
After I was finished, I left the shop but waited in my car for this individual to leave the shop as well. I wanted to give him my business card and ask more details that were too personal in the crowded shop. Now, it is silly, but remember this occurred in a dream, so nothing is too far fetched there. I had a bag of fresh carrots in my car, so I took one and affixed it to the hood ornament on his Mercedes. I expected it would get his attention, that he would then stop to remove the carrot allowing me the chance to visit privately with him.
Since I was parked in the lot ahead of where he would have to exit, I just waited. When he came out, he did not see the carrot for some reason, so I flagged him down as he came up by where I was parked. I first removed the carrot and then told him why I had placed it there.
I said that he might be interested in meeting with my former partner. She had was CPA, in addition to being a broker and financial consultant. She was my former partner and now had more than 40 years’ experience. As one example, she had helped one of our larger clients receive an IRS refund of around $50,000 due to an oversight of his current accountant had made on his taxes the past few years. That will get most peoples' attention. Our client changed his CPA!
Since he was a corporate executive, there were a lot of intricacies of the tax code involved in receiving stock shares as dividends and he might benefit from a second opinion. He said, “It is funny you mentioned it, you must have read my mind, I have been worried about that. I was wondering just where I should go to check it out.”
I was pleased that I was able to direct him to a reliable source of expertise. Whether he will ever take advantage is up to him. The next step is to ask if he likes to go fishing! Just Sayin…RJS
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