Referrer Referee Dinner Party

Paul Morrone |

I used to work in a thankless job. Well maybe thankless isn’t the right word, but definitely a job where no one was really happy to see you walk through their door. For those of you that don’t know, I started my working career in public accounting, specifically as a corporate auditor. Just the thought of an ‘audit’ manifests feelings of anger, anxiety and frustration. Call it a necessary evil at best. Given my exceedingly brief background story, you could imagine my surprise when I transitioned careers and found myself in the business of helping people (rather than driving them crazy) and providing advice. Talk about night and day. 

What this experience taught me is that gratitude is a two way street, and sometimes a simple ‘thank you’ is not enough to drive home that point with conviction. When you work in a relationship based business, there is no bigger compliment than a referral. It means more than a hug and a kiss, is better than any sort of tangible gift and, in my humble opinion, is the ultimate act of trust and loyalty. Said more simply, they are awesome! This year we held a special event, specifically for those who have gone above and beyond by referring us to someone they cared about during the 2015 calendar year. We also invited our newest clients to help welcome them to the US Wealth Management family and meet others who have made such a large impact on our firm. This may have been the first event we’ve done of this kind, but certainly won’t be the last.

I’d be foolish not to give a quick shout out to J. Christians of Wallingford for hosting our event, and more importantly, for making arguably the best bacon mac n’ cheese I’ve ever had. Really – it was outstanding.  I’ve been there several times now and have yet to have less than a stellar meal, quite the endorsement from someone who considers himself a food snob. At the end of the night, it was the company and conversation that made the evening so special.  Thank you again to everyone who was able to participate, and especially to those who were unable to attend.