BNI7 Referral Cheat Sheet
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NameBEST REFERRAL SOURCEBEST CUSTOMERWHO WOULD YOU LIKE TO SEE VISIT THE GROUPWHAT IS NOT A GOOD REFERRALHOW BEST TO REFER YOUCAN A MEMBER BRING SOMEONE IN YOUR FIELD TO VISIT THE CHAPTER IN ORDER TO GET A FEEL FOR BNI?
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Alan Hirsh
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Ananie Momplaisir
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Andrew ZimmermanCPA, P&C Broker, Real Estate AttorneyNew Parents, Anyone pregnant, or a business owner with a company of 10 or more employeesSmall Business OwnersPeople who have no desire to protect what's most important to them"What are you doing to protect your income and provide for your family?" or "When was the last time that you re-evaluated your company health insurance?"Yes, that's totally fine with me
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Beth BeranbaumResidential & commercial real estate brokers, trusted advisors, real estate attorneys, accountantsHome/Apartment owner, CEO of a company, Anyone who is moving,General contractors, sub contractors of any kindgift services (flowers, gift boxes)People looking for the bare minimum cheapest architect or designer
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Bill AllenHomeowners, Renters, Car Owners, Mortgage Broker, Real Estate broker, Real Estate Attorney,Home Inspector, Appraiser, Building Manager, Auto Dealership, Business Owners Primarily in the Tri-State area of NY, NJ and CTBusiness owner, Home/Apartment owner, Renter, Auto owner, Restaurant owner, Buildings (commercial, condo, co-op, rental), Construction companies, Country Clubs, Incorporated villages, Large or small: Law Firms, Accounting Firms, Financial Investment FirmsAuto sales/lease company, Jeweler, Building Manager, Home Inspection Company, Small Business OwnersPeople looking for the bare minimum, cheapest insurance possible. I have found that these people rarely stay around long and when they have a claim that is more than the coverage they paid for, they blame the agent which can lead to an errors & omissions claim. I provide the proper insurance at an affordable price.This can be used on anyone... Say something like "a member of my networking group mentioned something and it made me think of you... where do you have your... home insurance, auto insurance, business insurance, etc., etc.? If it happens to be raining hard, ask "where do you have your flood insurance?"Yes
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Bobby SolerBusiness owners, HR Managers, 1099 Employees, Employees with old 401ks, Families that want to save, Families preparing to retireBusiness owners of any kindIndividuals who do not have an open mind, open heart and a willingness to learnIf someone has questions about savings, investments, or retirement, I am happy to speak to them and answer all of their questions. I want to be a resource for anyone that is a friend or contact for this wonderful chapter. Yes, but I rather them not give a 45 commercial or solicit business
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Bryan R. AdamsEntertainment Attorney, Casting Director, Talent Agent, Networking Group directors, non profit board member or stafferCEO, Pres, or Founder of Creative/Entertainment oriented small biz aka a biz that seems coolEntertainment attorneys, Self-published author, Location Scouts, News Producers, Casting Directors, Hayley Marie Norman, Tracey Heggins or Chonte Harris. Especially the latter three.People looking to get their music reviewed in the press. My days of record publicity are long gone. However, give me their backstory and I will let you know if I will accept them as a power partner."Have you ever been featured in your favorite industry magazine, newspaper or blog? Have you ever been interviewed on TV or radio about your business/upcoming project? If you think this kind of media exposure is good for you, I have a publicist you need to meet." YES, I HAVE NO PROBLEM WITH THAT
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Cameron VensBookkeepers, Benefits Brokers, Payroll Consultants, HR Consultants, Employment Attorneys, Business Brokers
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Claudette Robb RossCommercial RE Brokers, Facilities Managers, Office Managers, Supers of Commercial Buildings.CEO/President of a small company, Office Managers, Facilities Managers, Decision-makers for the office/facility cleaning.Relocations specialists, Facility Managers, Hospitality Manager for WeWorks (office space rental company).Anyone NOT looking for office/faciity cleaning, referrals in Union buildings.Ask this question of business owners, doctors, dentists, school directors and anyone who uses a commercial cleaning service: " How happy are you with your present cleaning service?" If their faciity appears neglected, tell them you know someone reliable in the cleaning business and that it's an upscale, women-owned company. It also wouldn't hurt to mention that the CEO is a graduate of the Cornell University School of Hotel Administration.Yes, but good luck finding that someone.
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Donna FullertonResearch Companies, Research Consultants, Product Manufacturers, Service Providers, New Product, Packaging Consultants, Advertising AgenciesIndividuals with titles such as: Brand Strategy Consultant, Marketing Research, Planning Director, Marketing Communications Director, Consumer Insights, Consumer Research & Insights, Strategic Planning, Director of Research Strategy, Market Research Manager, Consumer Intelligence Research, Brand PlanningMaya Angelou, Robert DeNiro, Roger Federer, Peyton Manning, John McEnroe, Denzel Washington, Oprah WinfreyIf you know nothing about qualitative research or believe that you know all the answers you need to know about your consumer or only believe your gut knows the answer to your marketing issues or if you think that small scale studies are not trustworthy, then chances are you won't be interested in what we have to offer.If your lead answers YES to the following question: Do you do focus groups? they are perfect for me!Yes
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George GraceResidential real estate brokers; attorneys; CPA's; Office Managers; CEO's; CFO's; COO'sNonprofits; technology & software companies; law firms; accounting firms; ad agenciesAny CFOSomeone who needs a single officeAsk: Is your office rent too high? Is your office cramped? Do you have too much space? Do you hate your landlord? Yes, but ask first.
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Harriet GorenConsultant (of any type) to small businesses. Marketing professionals.Marketing/communications manager of company or non-profit. Owner of a new business who needs the whole package (logo, website, promotional materials). Any business owners unhappy with their current logo, website, or promotional materials.Printer. Owner of a new business. A business owner who has no budget for design."Congratulations on starting a new business! I know someone who can help you look professional and much better than your competitors." OR: "Have you thought about updating the look of your your logo/printed meaterials/website? I have just the person for you." OR: "Your business has really grown recently. Do you need to outsource some of your design work? I have just the person for you."Yes, but please ask first.
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Helene BernsteinTherapists,re brokers,therapistsPeople requiring assistance with divorce,child support,child custody,in or out of courtTherapistsClient who doesnt want to pay for quality legal work.I need to speak with a lawyer to discuss a divorce; I need a lawyer to discuss custody or child support. Ask referral to call me directly at 917-748-9854.
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Howard GlobusPeople associated with companies moving: Commercial Realtors, Furniture Sales, Designers, Movers, Telecom BrokersRegulated industry like financial or medical that must retain data in a secure, verifiable mannerMovers, Hedge Fund Manager, Independent Broker/Dealer
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Jason Farrell
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Jason KapoorReal estate attorneys, any private practice attorney, Mortgage broker/bankermy best customers are real estate attorneys of any kind.anyone with a profession in real estate.if you meet any real estate attorney, ask them "who do you order your title from?" and then they will probably throw out a few names. then kindly mention to give me a shot and give me an introduction. most real estate attorneys work with a few title companies.
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Jessica AllenCPAs / Accounting Firms, Organizers, Financial Planners, Payroll CompaniesClients who need 1 day each week to process accounting related papers (like statements, bills, invoices, tax documents, etc...)Staffing CompaniesListen for:
* I have to file my taxes and need help getting organized
* I need to get my financials organized
* I need a good accountant (because sometimes what they're really saying is that they really need a good bookkeeper)
* I don't like my accountant / I don't like my bookkeeper
* I don't have time to keep up with my books/financials
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Jodi Krizer Graber
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Kelly ColeMortgage BrokerAnyone who must buy/sell due to life-changing circumstance; baby, job, divorce.Residential Mover Contractor
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Konstantin BurshteynOrthopedic Surgeons, Physical Therapist, Livery/cab Drivers, Lawyers who do not practice personal injury, Worker's Compensation Lawyers,Anyone who has suffered a serious injury as a result of the negligence of another. Anyone involved in a car accident, rear end collision, T-bone, side swipe collision. Individual suffering a serious injury from a slip and fall or trip and fall on property that was not their own. Construction worker injured on the job who is out of work and cannot continue to work because of his physical ailments. Spouses/Children/Dependents of an individual who has been killed as a result of an accidentOrthopedic Surgeon; Livery cab company owner; Listen for people who have suffered serious injuries or are undergoing treatment as a result of a physical injury and ask if they have a lawyer to represent their interests. If they do, ask if they like their lawyer, if the lawyer is responsive and effective.
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Larisa Likver
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Leah LakinsAmerican Physical Conference Program; Baltimore African American Newsletter; Morgan State College; National Alliance of Insurers
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Marc SilvermanArt Directors; Ad Agencies; SEO/Online Marketing individuals or firmsBusiness Owners looking to activate new online components; Non-Profit Board Members; Community Group Leaders;Search Engine/Social Media Specialists; Business Consultants; Individuals with items to sell in an ecommerce store;This is a "scary" question... I prefer to know what a prospect wants, and if I cannot offer that, I have a room filled with people who can!Listen for these needs: “I’ll have to ask my web designer to make that change.” “Paying monthly for that feature really adds up.” “It would be great have photos on our pages, but I can't make changes like that.” “We can’t afford to add new pages, even though the current ones are outdated.” “We’d like to do more with our web site, but our web person never calls us back.”Yes
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Matthew CurtisHR Professionals, particularly in the IT/Tech sector; headhuters or other people in staffing and recruiting; foreign nationals looking to obtain a visa or transfer/extend an existing visaForeign nationals associated with small businesses (less than 20 people). New businesses often don't have existing Immigration counsel and are looking for assistance navigating the US Immigration law elements associated with their business growth, such as bringing over employees from abroad, or helping family members of existing employees come to the US. We also work with companies who are looking to open up a branch or subsidiary in the US.HR professionals in the tech sector; tech companies that are growing and looking to expand their workforce; international students looking to explore post-grad options; any foreign national looking for assistance with any immigration matter.Somebody seeking to commit marriage fraud.Many of our clients are young, foreign nationals in their 20s to 40s. If they are not US citizens, simply ask if they like the immigration attorney they are currently working with. Immigration law is a giant body of law, so we have actually had business referred by other immigration lawyers. I would appreciate a heads up, but don't have a problem with that.
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Matt DeSantis
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Morris CohenReal Estate Broker, Real Estate Attorney, Real Estate Developer, Building Management CompanyFirst Time Home Buyer, Real Estate Agent that is new to the business, Commercial Mortage Broker, Building Management CompanySomeone who wants to rent for the rest of their lifeYes
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Robert Moy
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Robert SmithHigh end Real Estate Broker; Partner at large law firm who cannot handle residential closings or small commercial leases economically; attorney in a practice that does not include residential real estate or commercial leasing. Someone selling one property and purchasing anotherPresentation skills/speaking coach, mover, social media, commercial mortgage broker/banker, photographerTo a broker: "I know an attorney who you'd love to work with who handles all kinds of coop and condo transactions." To an attorney: "If your clients need help with real estate matters, I have a colleague who can help you."Yes.
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Sheila Walker HartwellCFPs, RIAs, estate attorneys and accountants who are looking for comprehensive planning for their clients. Professional single women or men. Recent widows and widowers. Couples who seek clarity about their approaching retirement.High net worth couple or family looking for a planner who doesn't take money under management.Estate attorneys, accountants, recently divorced or widowed persons.A broker-dealer affiliated with a big bank who is seeking assets under management."Sheila doesn't invest your money or sell investment or insurance products. She is your partner without a conflict of interest who can help you understand your financial picture and make wiser decisions.Yes, not a problem.
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Siri SmithPeople in pain (neck, back, headaches, etc.) or new to NY and looking for new docs.pregnant women, new moms and dads, people who sit all day at work, athletes, dancers, headache sufferers, people in pain or who feel they need pain meds on a regular basisMassage therapists, trainers, physical therapistsIf you see or hear someone complaining about their pain, ask them if they have ever tried seeing a chiropractor. Of course.
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Stuart TashTax attorneys, payroll services, bookkeepers, bankers1. Owners of small, growing businesses, including sideline businesses in a growth mode; 2. People with tax problems (need to file prior year tax returns; prepare for a tax audit, owe back taxes). 3. Visionaries: creative people like photographers,graphic designers, artists, actors, musicians, etc.who are not good with numbers.  4. People who have "outgrown" their current accountant or whose accountant has retired or moved away from the local area. 5. People looking to start a business and need help in developing a business plan, setting up their books, hiring employees or independent contractors, establishing a banking relationship, finding appropriate professionals like an attorney, bookkeeper, and payroll service.Payroll service rep; business coach, tax attorneyPeople looking to pay the lowest fee to have their tax returns prepared; especially if the returns are "simple and straightforward."  In their cases, these clients would be better served by going to a tax preparation company like H&R Block.If someone mentions that they have tax issues, either current or from prior years, with either the IRS or a state/local taxing authority, tell them you know a CPA who is a former IRS agent who works with clients to resolve their tax problems.Yes in most cases. Therefore, please ask me first.
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Yosef RabinowitzTelecom: IT Consultants, Commercial RE Brokers, Commercial movers, Telecom Auditors. Merchant Processing: Anyone who works with or sells to Dentists, Veterinarians, restaurants, retail stores.Telecom: Company with at least 20 employees. Merchant Processing: Dentists, Veterinarians, restaurants, retail stores.Telecom: People who know IT consultants, commercial RE brokers commercial movers and telecom auditors. Accountants are NOT a good referralYes, but please ask first.
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