Archives for referrals

Ouch, that smarts! The agonizing tale of a referral ball dropped and lessons learned.

Here is the situation: I gave a high-octane referral to a colleague about two months ago. Picture yourself giving a referral to someone in your network, someone you trust and admire.  The person to whom I gave the referral (we’ll call her Jennifer) is a client in rather urgent need of professional advice outside of our scope of expertise, so I referred Jennifer to a professional I have known for several years and who has helped some of our other clients. First warning sign: my colleague (receiver of the referral – we’ll call him John) did not follow up in
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