#21: Best Practices for Asking for Referrals from Referral Partners

Best Practices For Asking For Referrals From Referral Partners

  • 02:23 - Why Not Make Referral Partners Your Priority When First Starting Off
  • 02:55 - Building Up Referral Partners, Building Up That Trust
  • 04:18 - Having a Certain Level of Vulnerability and Honesty With Your Referral Partners
  • 05:29 - No Successful Business Owner Looks Badly Upon You For Having No Clients
  • 06:14 - Every Business Owner Experiences Ups and Downs
  • 07:41 - Maintaining the Relationship With Your Clients
  • 10:42 - Care to Understand What's Going On With the Clients Across the Real or Virtual Table
  • 11:35 - Referral Partnership is Very Much a Personal Relationship
  • 12:45 - Doing It Incorrectly - You're Not Building a Genuine Relationship
  • 13:49 - The Psychological Theory and Evidence Behind That Humans Need Personal Connection
  • 15:16 - The Norm of Having Referral Partner Relationship in Business
  • 17:11 - Having No Conflict of interest
  • 20:09 - Not Getting Confused Insight with Confirmation
  • 21:48 - Trying to Cultivate These Relationships From How Can You Benefit Clients’ Perspective 
  • 22:56 - Understanding Not Just From a Legal Perspective, But From a Relationship Perspective 
  • 25:55 - If Someone Sends You Referrals - Keep Them Posted
  • 26:48 -Doing Particular Actions That Could Lead to Clients, Not Just Focusing on the Clients Themselves

 

Resources mentioned in this episode:

  1. CFP 
  2. CFA 
  3. IRS - https://www.irs.gov/
  4. Department of Labor - https://www.dol.gov/

 

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