I'm a big believer in having a strong team of referral partners. Very few people can ever win the championship on their own. To maintain and/or improve a partnership with team members it's good to sit down and talk about what's working and what's not working at least once a year (if not once a quarter).
Some of the best questions I've used in conducting referral partner review sessions are the following...
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What can we do to increase our efficiency in working together?
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What can we do to generate more business together?
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What needs do you have that I need to meet or meet better?
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What are your goals for next year?
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Who are a few other professionals that you're working with that I may benefit from knowing?
It's amazing how asking these questions opens up doors and provides new opportunities for me to pursue. So, do you have a great strategic team of advisors that you can recommend others to and those who can do the same for you?
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