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December 2020
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What Our Members Say

I wanted to share the power of a good lead. Kathryn P. introduced me to an associate. We met today, and he is going to set up an enrollment event for me in January and February that will get me in front of over 200 employees! He made it clear that I was getting this opportunity because of Kathryn's referral. He actually is a Legal Shield customer, and sees the value in both plans being offered this year. With even a merger close rate of 20% that will lead to over 10,000.00 in sales from this one lead! Thanks Kathryn for your tremendous help!

Motivational Quote

I think in terms of the day's resolutions, not in the years

Henry Moore

What our Members Say

Robyn Holder - Harrisburg/Swatara Chapter

I was invited to come to a PRE chapter as a guest, and went to a meeting where I learned the group meet EVERY week at an early hour. I’m not a morning person, and thought to myself – EVERY week? No way! However, explaining the group and it’s procedures to my husband after that first meeting, I realized it could be a great thing to be part of. When I returned for a second guest meeting, five – five! – people remembered me by name. “I decided to join, and if I could recoup the expenses of membership and quarterly dues in business generated by referrals, I’d continue to be a member. Well, I earned way over the expenses needed, and have been a member for 5 years, and just joined for my 6th year! My PRE chapter members have become friends, business associates, and trusted colleagues. I’m still not happy about the early hour – haha – but I get energized and jazzed by these meetings, and love them – and my PRE family, too!

Scot Whiskeyman, Financial Advisor Category, Harrisburg/Swatara Chapter

Professional Referral Exchange has been pivotal to my success as a business owner and networker. I was unbelievably nervous when I first joined, and was for months. I still remember standing in front of the group and giving my first 20 minute presentation. My hands were shaking and I read off a piece of paper! Because of PRE’s structure, and consistent processes, I slowly but surely honed by public speaking skills. While not perfect by any means, I can now quickly speak in front of any group of people on the fly. I’m also President of my chapter – something I never anticipated when I first joined! I cannot say enough about the support I’ve gotten from both my chapter members and PRE Corporate. I’ve brought enough revenue to cover about 10 years of dues. And I have built strong relationships with like-minded business people who I’m proud to call my friends.

Bray Hansel - Downingtown Chapter

When I started to build my network I tried various groups. Some were completely free and informal. Others were socially oriented, with big lavish networking events. I made valuable connections at these, but over the course of 2 years, made very little real progress in building a funnel of high-quality referrals. I joined PRE around the same time, and with the other members started building our chapter in Downingtown. Two years later PRE stands out as by far my most productive marketing endeavor. So far, from PRE referrals alone, I’ve brought in about $4,000,000 of assets into Sterling’s management.