• Skip to primary navigation
  • Skip to secondary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Home
  • Event Calendar
    • Submit Event
  • About Us
    • Our Contributors
    • Subscribe
  • Advertise
  • Contact Us
  • Arts & Entertainment
    • Comedy
    • On Screen Dayton
    • On Screen Dayton Reviews
    • Road Trippin’
      • Cincinnati
      • Columbus
      • Indianapolis
    • Spectator Sports
    • Street-Level Art
    • Visual Arts
  • Dayton Dining
    • DMM’s Brunch Guide
    • Restaurants with Private Dining Rooms
    • Dayton Food Trucks
    • Quest
    • Ten Questions
  • Dayton Music
    • Music Calendar
  • On Stage Dayton
    • On Stage Dayton Reviews
  • Active Living
    • Canoeing/Kayaking
    • Cycling
    • Hiking/Backpacking
    • Runners
  • How to Support Dayton Businesses, Nonprofits During COVID-19

Dayton Most Metro

Things to do in Dayton | Restaurants, Theatre, Music and More

  • Facebook
  • Twitter
  • YouTube
  • Instagram
  • Pinterest

Realtors and the Kitchen Table Confidential

February 23, 2010 By Teri Lussier 5 Comments

“Jim gave me your name. I need to talk to a Realtor who will be absolutely honest with me. I’m in a situation…”

If a Realtor is doing her job properly- that is, helping people with real estate transactions, creating educated, informed, knowledgeable clients, developing happy and satisfied clients- our clients often refer us to their friends and relatives100_3198 and acquaintances. This is a big deal, not something to take for granted, nor is it something to be expected. I don’t know about you, but I have to be very satisfied with the work someone does for me and I have to trust that the quality of work is consistent in order to refer people here or there, regardless of business. I don’t expect my clients to be any different. I want them to be comfortable referring their loved ones to me, but I understand that I have to have earned that right.

The caller said our mutual friend, Jim, thinks of me as a brutally honest Realtor. I suppose that’s true. I’m more proud of the honesty than the brutal, but either way Jim trusts me to tell his friend the truth. The caller, let’s call him Frank, was in a situation – the economy has created changes in many people’s lives, and even if you are not alone in your struggles it can be a difficult time. I know that he and Jim had discussed the possible outcomes because they both told me in separate phone conversations that Jim knew some details of Frank’s financial situation.

I visited Frank. Toured his property, sat down at the kitchen table and listened to Frank’s story. He had done the right things for years, helping out his family, working hard…unfortunately the economy had taken it’s toll. He shared intimate details of his finances. It’s a delicate situation to be sure, listening to private details of another person’s life. It means I’ve been trusted. Trusted to keep these details to myself, trusted to use these details to help this person above my own needs. I take that seriously, after all – it’s my duty.

After meeting Frank, I called Jim to thank him for the referral.

“Did he tell you about his situation?” Jim asked.

“Yes.”

“What do you think? Can you help him?”

“Jim, Frank is a client,” I told him. “I have a fiduciary duty to him, that means I can’t discuss our conversation with you.”

“But I’m on my way to see him right now! He’ll tell me all about it anyway!”

That’s fine. See here’s the thing (which I explained to Jim) – it’s one thing if Frank wants to discuss his business with Jim- it is HIS business after all, but as a Realtor I can’t.  Part of my fiduciary duty to my clients is confidentiality.  I was trusted and entrusted with information.  I’m going to honor that and I suspect that is a big part of why Jim felt no hesitation in referring me in the first place. Jim knows it’s my business to keep confidential information confidential.

Did Frank ever tell Jim about our conversation? I don’t know, I didn’t ask.  After all, that is really none of my business.

Photo credit: Teri Lussier, TheBrickRanch.com

Filed Under: Real Estate

About Teri Lussier

Teri Lussier is a lifelong Daytonian, and believes in the power of Daytonians to create positive change. If you give people the freedom to create their own perfect lives, they will do it.

Teri has been a real estate agent for 12 years, currently with The Home Group Realty Co, and writes about local real estate on her own blog, TheBrickRanch.com.

Married for 31 years, with two always-amazing grown children and an odd assortment of usually pleasant animals, it's just another day in paradise.

Reader Interactions


Comments

Comments

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Featured Events

  • Tue
    19
  • Wed
    20
  • Thu
    21
  • Fri
    22
  • Sat
    23
  • Sun
    24
  • Mon
    25

2nd Annual Ice Breaker Fest

4:00 pm | Fifth Street Brewpub

Spaghetti Tuesday

5:00 pm | The Trolley Stop

Burger Night

5:00 pm | Watermark

Jazz with Gail and Larry

5:00 pm | Spirited Goat Coffee House

Tuesday Trivia

7:00 pm | The Dublin Pub

Jan Story Slam

7:00 pm | ZOOM

2nd Annual Ice Breaker Fest

4:00 pm | Fifth Street Brewpub

Trivia w/ DagaTrivia

6:00 pm | Eudora Brewing Company

Wednesday Trivia

6:30 pm | Troll Pub at the Wheelhouse

Open Mic with Blues Breakdown Band

7:00 pm | Hank’s Local

Gem City Market Walking Warriors

7:00 pm | Gem City Market

Wednesday Night Trivia w/ Dan Profitt

7:00 pm | Oinkadoodlemoo & Brew

Marvel Cinematic Universe Trivia

7:00 pm | Toxic Brew Company

2nd Annual Ice Breaker Fest

4:00 pm | Fifth Street Brewpub

Know Your Knots 101

6:00 pm | online

January Salon, Featuring Katie Clark Gabbard

6:00 pm | ZOOM

Jenna Drees Live Music in the Loft

7:00 pm | Moeller Brew Barn

Bingo

8:00 pm | Trolley Stop

2nd Annual Ice Breaker Fest

4:00 pm | Fifth Street Brewpub

Tinned Gourmet Seafoods Tasting Event

5:00 pm | Salt Block Biscuit Company

Latin Dance Party

5:30 pm | The Salvation Army Kroc Center

Route 88

6:30 pm | Mr Boro’s Tavern

Clayton Anderson with Jacob William

7:00 pm | JD Legends Entertainment Complex

Music Bingo!

7:00 pm | Devil Wind Brewing

Derik Zoo

8:00 pm | Wiley’s Comedy Club

Cooking Class: Three Kings’ Day: A Puerto Rican Celebration

8:30 pm | DLM Culinary Center

RiverScape Virtual Winter Yoga

9:30 am |

2nd Annual Ice Breaker Fest

4:00 pm | Fifth Street Brewpub

Ronald McDonald House Cooking Together

6:00 pm | your house

Dave’s & Confused

6:00 pm | The Phone Booth Lounge

DPAA presents Beethoven 8 and Florence Price

6:00 pm | Benjamin & Marian Schuster Performing Arts Center

Live Music With Generations Band

6:30 pm | Sojourners Brewstillery

Until Rust & Friends

6:30 pm | Courtyard Lounge

Derik Zoo

7:15 pm | Wiley’s Comedy Club

DPAA presents Beethoven 8 and Florence Price

8:30 pm | Benjamin & Marian Schuster Performing Arts Center

Winter Restaurant Week

| tba

Chili Fest

10:00 am | Findlay Market- Cincy

Rivers and Streams of the Miami Valley — and How Citizens can Make a Difference to Protect Them

2:30 pm | zoom

DLM Virtual Class! Sunday Supper Chicken & Dumplings

5:00 pm | ZOOM

Winter Restaurant Week

| tba

25% off Pizza Monday

11:30 am | Oregon Express

More Events…

DMM E-Newsletter


Give us your email address and we'll send you our DMM E-Newsletters
Email:  
For Email Marketing you can trust
Back to Top

Copyright © 2021 Dayton Most Metro · Terms & Conditions · Log in