PM-1 - Referral Relationships: The Good, the Bad, and the Ugly

Wednesday, May 3, 2023

10:00 AM – 11:15 AM CT

Location: McCormick Convention Center Lakeside Center, E350 (Level 3)

Earn 1.25 CE Credits

Speaker(s)

Martin R. Mendelson, D.D.S., C.P.C.

Founder
Metamorphosis Coaching, LLC
Phoenix, Arizona

Disclosure(s): Metamorphosis Coaching: Ownership Interest (stocks, stock options, patent or other intellectual property or other ownership interest excluding diversified mutual funds) (Ongoing); Spear Education: I am a member of the Resident Faculty (Ongoing)

Slides Handouts

Session Host(s)

Steven Richardson, D.MD, M.S. (he/him/his)

Founding Partner
US Endo Partners
Mesa, Arizona

Disclosure(s): US Endo Partners: Employment (Ongoing), Founding Partner (Ongoing), Ownership Interest (stocks, stock options, patent or other intellectual property or other ownership interest excluding diversified mutual funds) (Ongoing)

A relationship can be defined as an agreement on two parties on a course of action. In this dynamic presentation we will discuss the referral relationship from a humanistic perspective, the research pertaining to psychological safety, and how to approach your referral base from a more strategic and meaningful perspective that benefits all parties.

Learning Objectives:

Explain the concepts of Psychological Safety and how this pertains to the referral relationship
Discuss how to strategically approach your referral base beyond the data in your referral report
Explain how to breed loyalty through mentorship and transparency