3 Tips for Handling a Referral You DON'T Want

We all want referrals, right? And we have a responsibility to help those who need our services. Absolutely.

But does that mean we are obligated to see everyone who asks to see us?

No. It doesn’t.

In fact, it means something very different. It means we have an obligation to see those whom we know we can help, those we want to work with, and those we are best suited for working with.

So what do you do when you get a referral that you know is not a good fit? How do you handle that?

Don’t worry. I’ve got you covered!

In today’s video, you’ll learn exactly what to do.

Check it out below.


Now that doesn’t sound so hard, does it? :)

It isn’t. But it is an easy thing to blow off, to skip. It’s easy to miss how important good client service is, even here. Maybe especially here, with the clients you can’t or shouldn’t see.

Does this resonate? How have you been handling those kinds of referrals before now? What will change for you (if anything) going forward?

Hit reply and tell me. I’d love to know (and I’ll answer you personally!)

And have a great week!

P.S. In the Ideal Practice Community, we talk about how to build a private practice that serves you as well as it serves your client. Go here to see if you qualify to join the group. We’d love to have you!


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