(please catch up on the last 2 blogs before this one, if you have not already)
At this point in the conversation, I have to admit I was shocked. I had politely answered all his questions, fishing to see if Rob and I would be prospects, and what referral relationships we had, because he hoped to be of the people I could pass the referrals to! After talking to him for over 15 minutes, when he said his clients don’t need our products, I stopped caring about being polite (which is a long time for me) and I went to being insulted.
I responded – in the 8 years I have been in business for myself, I have never had a client ask me for a financial planner.
His response – oh, so you don’t give referrals to the financial planner.
I said – I didn’t say that, I do pass referrals to financial planners.
He then asked – How?
Me flipping it around, since he had been selling and recruiting me as a referral source, said it was a system I had learned from the Certified Networker Program, and that it is not something that I could describe in the 2 minutes I had left before I had to jump on a conference call. BUT if he wanted me to, I could have his name to the list of people to be notified about the next upcoming free Certified Networker event.
He said okay and we ended the call.
Was I wrong?
You would think that would be the end of it, right?
Through an email response the following week from my sharing I updated my LinkedIn Profile (thanks to Renia Carsillo and her 12 Steps to Social Success Webinar), he included as a PS – Sorry that I caught you at a busy time. I would like to talk to you and Rob more, only without the sales pitch to become a Certified Networker.
I did chuckle when I read this…
But it brought up a good point that people ask me often – what do you do when there are people in your network that want to do business with you or be a referral partner, but do not know how to most effectively work the relationship? What would YOU do?
Hope to train them step by step along the way? Offer training recommendations? Ignore them?
Please share your thoughts… and thanks for sharing in this with me!