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

EPISODE · Apr 27, 2022 · 27 MIN

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

from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

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: CFP  CFA  IRS - https://www.irs.gov/ Department of Labor - https://www.dol.gov/   Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow  

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