Caerusnet Member Doug Moffat
shares the concept of ‘REFERABILITY HABITS”
That sounds like Doug. In his professional life, he gives peace of mind to his clients so they can carry on with their businesses and personal lives knowing they have their loved ones covered.
Doug, how long have you been in your profession? Eighteen years.
That’s a long time! How did you get into life insurance? I started because of the advice and encouragement by my father (a life- long insurance agent, mostly life). My sister and I would go to his office. We had our own drawer to keep things in.
What do you think is the best thing about your business/career? The independence I have and ability to control my own schedule. Oh, and of course, the people I work with are great too.
So Doug, I have a few CaerusNet questions for you. Could you tell readers what it is about the CaerusNet model that you like most? I like that the meetings are facilitated, so I can just show up and focus on being myself – “the defensive specialist”. Also, the 1-hour format is so efficient and well balanced. We get a lot done in 60 minutes!
Do you have a success story about why giving referrals is beneficial to you? A couple years ago I was able to refer two couples to my friend and fellow inaugural member of CaerusNet, Steve Giroux. He sold both their houses within a month of each other. All parties were ecstatic, and it made me feel good to contribute to such a huge decision in their lives by making the introduction.
Giving is a huge part of CaerusNet. Sometimes members struggle with that part and ask for tips on how they can learn to find situations where they can create a referral or invite visitors. What would you say? I’m one of those people who believe God gave us two ears and one mouth for a reason. Being a good listener creates opportunities because people are always talking about problems in their life, and with CaerusNet, you have a team of people who can provide solutions to those problems. Second, thinking of yourself and striving to be a Trusted Advisor makes a huge difference because people will ask you for help.
What is your strategy with your member minute and your spotlight presentation? Being myself and allowing people to get to know me and trust me. Mixing up my member minute – trying to always have a message that is fun, informational, educational, relevant and helps that “light bulb go on” for other members of the group.
CaerusNet helps entrepreneurs and small business people get and stay connected within their community. What is your approach to positioning yourself as a resource in your community? The approach my Dad taught me from the very beginning of my career: (1.) Meet people (2.) Tell them who I am, who I represent, and what I do (3.) Ask them good questions and get to know them and their story. Find out if they have problems you might be able to solve (4.) Tell them you would like to be a resource for them (5.) keep in touch and follow up with them regularly! My business, like many others, is all about relationships. People do business with people they trust and who they like.If I were thinking about joining a referral team in order to grow my business, would you have any tips to share on how to be successful in CaerusNet? Yes, much like Strategic Coach, Dan Sullivan’s “Referability Habits”: (1.) Show up on time (2.) Do what you say (3.) Finish what you start (4.) Say please and thank you.
Financial Representative, Doug Moffat Doug lives in Brighton with his wife Jennifer and their two daughters Audrey (14) and Josie (12). His office is in Ann Arbor, but his clients are located across Metro Detroit. [email protected]