I was reminded recently of a classic Match from a networking breakfast I attended back in April, 2010. My friend whose expertise is providing a "financial-planning approach" to mortgage financing and real estate assets expressed that his current "dream" referral would be one or two financial planners who cater to exclusive, high-end clients. I told him I knew just the person and that, like my friend, she was a true professional with impeccable credentials and a reputation for displaying the utmost integrity in all her dealings.
Within two weeks we were all conversing in her office and recognizing that a wonderful Match had been made. The opportunity for long-term, mutual referrals had been established, and The Business Yenta went home happy.
Who would be your "Dream Referral?"
