CPAs and tax pros
A client had a strong year and is asking how to keep more of it. Or a partnership is changing hands and nobody has funded the buy-sell.
For referral partners
Send a client. Jodi takes it from here.
Jodi's business is built on referrals, and as chapter president of BNI Masters of Business she knows what it means to trust someone with your clients. She reaches out personally, takes the time to understand their situation, and lets you know once they have connected.
Who refers to Jodi
Her ideal referral partners, and the moments that matter.
Commercial bankers
A loan is closing and the lender wants life insurance assigned. Or an owner borrowing heavily has no plan if they cannot work.
Commercial realtors
A client is buying a building or signing a new lease, and the business needs its coverage reviewed before the keys change hands.
Listen for it
A great referral for Jodi is a business owner who recently…
- Sold, bought or expanded a business
- Brought on or bought out a partner
- Owes a big tax bill for the first time
- Is closing on a business loan
- Has employees who depend on one key person
- Mentioned a health scare, theirs or a family member’s
Make an introduction
Refer a client in under a minute.
Tell Jodi who you are introducing and what came up. If you would rather make a warm introduction by text or email, that works too.
Want to grab coffee first?
Jodi loves meeting referral partners. Call or text to set up a one-to-one, and she will bring questions about your ideal clients too.