Strategic Alliances: Jon Elliott, Reuter & Reilly Insurance Brokers
How long have you been a member of the Professional Referral Group (PRG) and what was your motivation to join?
I have been meeting with PRG for breakfasts for almost 2 years. I wanted to see if there was other local business' that felt strongly about serving their customers to the best of their abilities. And the PRG helped me grow and gave me an opportunity to help my clients grow as well.
How have your clients/customers benefited from your association with the PRG? How have you benefited from your association with the PRG?
There are products and services that clients feel I may be able to offer them, that unfortunately we can't. So it is really great to have a group I can refer them to that will offer them amazing service and I can trust that they will not encroach on the services that I provide them.
Briefly, tell us about one referral you are particularly pleased about.
Recently, I was able to pass on a very well known client to Lance Wiebe of Desjardin to talk about Life Insurance. The customer already had it, but was unsure if this covered him after his family has recently been expanding. Lance was able to sit down with the client and go through what his current needs and also compare his current policy with those needs. Lance had the knowledge and integrity to let my client know that the policy he had met his current needs. My client was very happy and it showed me that Lance truly has the clients best needs at heart, instead of selling him something he didn't need.
I had hoped I would never have to refer a client of mine to Gail Belchoir of Financial Divorce Solutions, let alone a personal friend. Unfortunately, I found myself walking beside someone who needed some guidance. Like many of us, she never felt she needed to be prepared for this day, and now here she was not knowing where to go from here. She met with Gail, and they both decided to walk with Gail through this difficult part in their lives. Gail helped them both figure out the next steps and also to figure out how life would look after a divorce.
The Professional Referral Group
The Professional Referral Group is a referral group comprised of trustworthy, reliable and knowledgeable professionals located in Pelham, Fonthill and the surrounding communities.
All members of the PRG have been screened to ensure they meet our high standards. We only accept companies we can recommend. These are the people WE trust and refer. We hope you will too.
Visit us at www.professionalreferralgroup.ca for more information and membership inquiries.