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Synopsis
Certified Financial Planner Dan Romero joins Dr. Misner today. Dan is part of the BNI Diamond Club in Santa Ana and has been a BNI member since 2002.
This episode is called “You do the math” because Dan estimates that he could cover 650 years of BNI dues in what he gets out of one year’s membership in BNI. His business has so far gathered $25,963,639 in assets from referrals or referrals that come from referrals.
So why are Dan and his chapter so successful?
- Givers gain. Taking time to get to know the other members, make introductions, and give referrals. This generates trust and puts you top of mind.
- Sponsoring people into the group. This guarantees a quality group and grows the chapter faster. Larger chapters generate more business.
- Serving on the leadership team. This creates visibility and also demonstrates reliability and trustworthiness, encouraging people to give you referrals.
Disclaimer
Daniel Romero (California Insurance Lic #: 0C54180) is a Registered Representative with and Securities & fee based asset management are offered through LPL Financial a Registered Investment Advisor and Member FINRA /SIPC. For a list of states in which I am registered to do business, please visit RomeroWM.com. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Third-party posts found on this site do not reflect the views of LPL Financial or Romero & Levin Wealth Management, Inc. and have not been reviewed by the LPL Financial as to accuracy or completeness.
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