Referral Roundtable

08/05/2026

If your referral partners don't pass business to each other while looking each other lovingly in the eye, are they really even referral partners?

04/02/2026

Welcoming Indea Tripp to the team!!!
She does business development at First Advantage Federal Union. Reach out to her for all your business banking needs!
We’re growing 👀

04/01/2026

Visitors Day was a HUGE success!!! If you missed it. Don’t stress, we meet every Wednesday and you’re always welcome!

03/20/2026

Member Spotlight in Action! Guscaptureslife Photography
Each week, one of our members is featured so we can better understand their business and connect them with the clients and opportunities they are best suited to serve.
We also offer Guest Spotlight opportunities.

Curious what it’s like in the room and what we can accomplish in an hour together?
Join us for Visitor’s Day
March 25 | 9:00 AM | Yorktown
Event details:
https://www.facebook.com/share/18ZMHDDtBm/

03/18/2026

Sneak peak at one of our member spotlights!

This week Jeff Evans walked us through what it’s like to work with him specifically - a Mortgage lender who educates you step by step through the lending process and continues to help you keep an eye on your investment.
Considering purchasing a home or refinancing? This is the guy to have in your corner!

Come meet him and the rest of the Referral Roundtable team, Wednesdays 9am in Yorktown.

03/12/2026

Referral Roundtable is built around structured referrals, accountability, and measurable business growth. If you are a local business owner or professional interested in growing through intentional referral partnerships, we invite you to join us and experience the meeting firsthand!

Register here: https://www.eventbrite.com/e/visitors-day-at-referral-roundtable-tickets-1984406516309?aff=oddtdtcreator

We look forward to welcoming you!

Welcoming business owners & sales professionals for a sneak peak at how consistent referral partners support long-term business growth!