Call Us Today! (502) 773-6638|bart@thereferralsgroup.com

Monthly Archives: March 2017

Reverse Engineering Team Success

Almost always the conversation with our new, existing, and struggling groups comes back to “I want to build (or be part of) a really good team.”   I think starting with the why and the how is very helpful and for this post I thought I’d let one of my friends Nigel Green share some of his experience and […]

By |March 30th, 2017|Education|0 Comments|

Don’t let the 5th week of the month mess you up

A large portion of our groups meet twice a month.  A common question that comes up when we are building groups is what we do if there are 5 (insert day:  ex: Wednesdays) in the month?    Well if you meet the 1st & 3rd Wednesday of each month then you simply have a 3 week gap on those […]

How to prep for your meeting

Here are the things I recommend you doing to prep for each meeting.  Prepping for 3 minutes will get you mentally engaged and thinking about how you can add value at the upcoming meeting. When all members do a little prep it usually makes the meeting more valuable and drives engagement.
Pre Meeting Checklist
1-Log and update any referrals in system
2-Read […]

Self-Evaluating your Referral Report

Groups often ask me to come in and go over the last 3,6, or 12 months worth of  referral data off the referral report and tell them:
-what do you see?
-where can we improve?

I start with the”Referral Report”for the last 12 months and look at these areas:
1- Referral Close % What is the referral close %?   For groups 18 […]

Turning a Lead into a Referral

What is the difference between a lead and a referral?

Often times in our meetings.  I will hear someone ask for a specific contact.  I love it when people are specific.  You are much more likely to get a referral.

I recently heard a member in a group in ask for a specific introduction to a real estate broker that they […]

Building A Strong Group

Building a great team

In the first meeting when we work with prospective new groups we tell them several things.  The first thing we tell them is that building a strong group will be harder than you think, but in order to have success we have to have 3 things in place to have a shot at success.

1-      Get good people […]