Who should you actually say yes to when someone asks for a “quick coffee” or a partnership chat?

In a world where referral partnerships are a tried-and-true growth strategy, knowing how to protect your time is just as important as building relationships.

In this episode, we break down a practical three-tier system for evaluating centers of influence and referral partners so you can decide who’s worth your energy and who isn’t.

You’ll learn how to assess potential partners, when it’s okay (and smart) to say no, and why not all partnerships are created equal. 

Kristin shares:

• What centers of influence really are and why they matter.
• How to stop saying yes to every partnership request.
• Why time protection is critical in business development.
• How to spot high-value vs. low-impact partnerships.
• What makes a referral partner worth investing in.
• How to approach partnership conversations strategically.
• How to get more value from fewer, better relationships.

Resources:

• Growth Acceleration Toolkit

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [email protected] 
• Schedule a Conversation with Kristin