One of the easiest ways to keep serving our clients—even when their next move takes them far outside Arizona—is through outgoing referrals.
It’s not always the flashiest part of the business, but it is one of the most valuable. Outgoing referrals protect the relationship, keep us connected to our clients long-term, and remind people in our sphere that we’re more than local experts—we’re the ones who can help them land safely wherever they’re headed next.
This year, a few advisors really leaned into referrals in a way that deserves recognition (and honestly… should inspire the rest of us).
Jennifer Schumacher: Turning Referrals into Closings
Highest number of closed outgoing referrals
Jennifer Schumacher (Camelback) — 4 closed units
Jennifer led the way in closed outgoing referrals this year, and that’s not luck—it’s consistency. Every one of those closings represents a client who trusted her enough to say, “Yes, help me find someone,” and Jennifer made sure that handoff was done the right way.
It’s a great reminder that referrals aren’t “passing someone off.” They’re continuing the service—just in a different zip code.
Dan Wolski: The Biggest Outgoing Referral Commission of 2025
Highest commission earned from an outgoing referral in 2025
Dan Wolski (Desert Mountain)
Dan’s referral win is a strong example of how impactful one well-matched connection can be. The highest commission earned from an outgoing referral this year came from a relationship that didn’t end when the client left the market—it evolved.
That’s the opportunity with referrals: you stay valuable, you stay involved, and you’re still part of the story.
Diane Clow: Keeping Referrals Moving
Highest number of outgoing referral submissions in 2025
Diane Clow (Carefree) — 5 referrals sent
Diane was the most proactive sender this year with five outgoing referrals submitted. That says a lot—because the advisors who win in referrals are usually the ones who notice the opportunity early.
A neighbor moving out of state. A past client taking a job transfer. A friend’s child relocating for school. Diane kept her eyes open and used the tools available to make sure those opportunities didn’t slip away.
Why This Matters (and Why It Helps Your Sphere, Too)
Here’s the thing: outgoing referrals are good for the company, yes—but they’re also great for your personal brand.
When you talk about referrals, you’re telling your sphere:
- “You can still come to me, even if you’re leaving Arizona.”
- “I’m connected, I’m resourceful, and I’ll take care of you.”
- “I’m not just here for one transaction—I’m here for the long haul.”
And that’s a message people remember.
So whether you’re sharing these recognitions internally or posting your own referral wins publicly, it’s all reinforcing the same truth: we’re not limited by geography—we’re built for connection.
