When having lunch with a referral what are some talking points that you come prepared with?

like
Posting as :
works at
You are currently posting as works at

Not really a talking point, but spend more time actually listening than talking

likesmart

☝🏻exactly

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Zero. What’s on your mind, mr referral?

likesmart

1) Info about your firm
2) Info about you personally and professionally
3) Your process and what sets you apart
4) Fee/commission structure
5) Expectations

Then open it up and start the barrage of questions. Try to find commonality and zero in on hot button topics.

Take notes when needed

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