When asking for more information about the referred person, which practice is recommended?

• A. Ask for personal details such as home address.
• B. Ask for more information about the person and why you feel you could help them.
• C. Schedule a call without discussing the person.
• D. Ask to meet in person only.

Answer: (D)

The best way to gather more information about the referred person is to request an in-person meeting. Meeting face-to-face allows you to build trust quickly and pick up on nuances that aren’t obvious in writing or over the phone. You can read body language, hear tone, and ask targeted follow-up questions on the spot, which helps you understand the person’s situation and why your help might be a fit. This direct approach also signals commitment and respect for privacy, making it easier to confirm accurate details and tailor your guidance.

While other options can be tempting in some cases, they don’t provide the same depth of context or level of personal connection. Asking for personal details can cross privacy lines, a scheduled call without discussing the person misses essential background, and insisting on an in-person meeting may not always be feasible. When possible, though, meeting in person creates the most effective basis for understanding and assisting the referred person.