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Referrals

I would be honored to take care of someone you love. Either as a client or as a new agent. 

please read

When listing any referral, I ask that you do me a favor as well. Please let the person(s) know that you thought of them because you see the value in what I do. 

example: Hey Dan, I was sitting with my Financial Coach, Rebecca the other day and I thought you may find value in what she does. She helped me (us if married) a lot so I referred her to you. She will be reaching out to you in the next few days. 

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