Connecting to Other Professionals
I can often refer clients to qualified professionals to assist them with their specialized needs. Whether you're seeking a financial planner, tax advisor, estate attorney, or insurance expert, I help match you with a qualified professional based on your unique situation. This service helps you receive expert guidance, knowing that your needs are being addressed by a knowledgeable professional.
How does this work? A typical referral involves the following steps:
Assessing your situation to identify the necessary expertise.
Making inquiries of my professional network to identify qualified professionals suited to your needs.
Often, I can provide 2-3 qualified professionals for you to choose from.
Introductions are made between you and the chosen professionals.
As needed, I follow up with both parties to help maintain progress.
What are the benefits?
Time savings: Avoid the hassle of researching and vetting professionals yourself.
Recommendations from my network of qualified professionals.
Referrals that align with your specific needs and circumstances.
Your relationship begins with a warm introduction to the professional versus a “cold call.”
While I cannot guarantee the outcomes of their services, referrals are made to experienced professionals with whom I have worked closely or who come highly recommended within my network.
As a DMM, I make time to help!