Hey fam, I have a small coffee chat with a referral. How should I approach it since it's gonna be pretty casual? Any and all help would be great and appreciated.

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Everyone has their own style, so I’m happy to defer to any other advice, but I’d ask them how they know the referring person, and ask a lot of questions. Of course, one of the questions has to be, “how can I help you)”?

Very dependent on your style, but I agree with the first poster, you want to help them.

They may not need your exact services, but maybe they need an estate attorney (for example). You help them, they will become clients

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