Building a Two-Way Referral Relationship

Published 2026-11-12

In this Live Dialogue Practice session, agents work on Building a Two-Way Referral Relationship: calling a vendor or business partner you have worked with before, but never exchanged referrals with, and opening a real conversation about sending each other customers. Jacquie practices the call twice, first with a landscape designer and then with "Jake," a foundation contractor, while Darren coaches the open: say up front that it is a business call, ask about their business first, and make the ask intentional. The debriefs get into what actually makes referral partnerships work: one trusted person per industry, why Jacquie does not get leads from her lenders, and a no-fee networking group where, as Darren puts it, people show up. Today's dialogue: Building a Two-Way Referral R