Description

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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