How to talk about a referral- Referral Section of Meeting

Watch Video   The value of this section of our meetings is the dialog about.  We should learn from the referral giver and referral receiver the scenario, how the opportunity was identified, how it was tee’d up, an update on the status of the referral, and anything either side could of done better. (Referral Giver):  Mike-Financial…

Read More

COVID & how some groups are excelling right now

We have groups doing great meeting only in-person.   We have groups doing great on Zoom only(I hate Zoom, but it is working).  We have a few groups making the hybrid meeting route work semi-productive, but are most are really struggling with the hybrid style meeting.   Currently I’m recommending for most of our groups that they avoid…

Read More

No speaker…No problem!

It is infuriating and disappointing when a member no calls, no shows when they are the scheduled speaker.  Sometimes it is an emergency which we certainly need to get over our frustration that we have with that member and see if there is anything we can do to help them. What do you do in…

Read More

Tips on Staying In-Touch with your Contacts

You want to stay in touch with your customers & referral sources/COIs (Centers of Influence) because you want to build and maintain relationships long-term.  Referrals are the byproduct of the relationships we build. Here are some tips on staying in touch. 1. Have a process to stay in touch I know a realtor who dials…

Read More

Increasing Referrals- The Fundamentals

When I was in college I was part of a fraternity.  It was one of the best learning experiences for me.  My freshman year the fraternity fell apart and went from 90 members down to 40.  A few of the upperclassman stayed and focused on helping build it back the right way.  Our consultant told…

Read More

Zoom Meeting Etiquette and Tips

Over the last month all but two of our groups have migrated over to Zoom meetings.  After sitting through a ton in the last few weeks I’ve found some tips. Zoom Meeting Etiquette (From Erica Smith, owner Your College Smith (Lex5 group):  https://www.yourcollegesmith.com/ Use the video option when available. Stage your video area & keep your…

Read More

Great points from Mass tonight (on FB live)

Normally the boys, Meg, and as often as I can attend the Friday morning all school mass at Christ The King School where our kids go to school.  This morning we slept in and missed the Facebook Live broadcast.  So tonight on the recommendation of some of our friends we watched the mass from St.…

Read More

Referrals Group- Online Meeting Tips & Encouragement

As we enter into The Referrals Group online meetings for the foreseeable future here are some tips I’ve picked up from attending several other Referral Group online meetings in the last week. Tips: Kids are welcome!   It is no problem for your kid(s) to be in the background or in your lap When they need…

Read More

How to Build Your Group by Ginger Terrell

By Ginger Terrell, Regional Director The Referrals Group Southeast Reach her at:  Ginger@TheReferralsGroup.com We believe focus and attention should be spent on inviting the right people to the table. A strong group of like-minded professionals who can naturally refer business to each other is what makes referral groups work and enhances the experience for all members. Grab…

Read More

Creating Urgency

One of my favorite quotes is, “Be quick but don’t hurry,” from John Wooden the famous UCLA basketball coach who won 10 national championships. Creating Urgency    Nothing gets done without urgency.  Shorter timelines providing they don’t compromise quality are often better because they create urgency. I spend a lot of time observing what makes…

Read More

Holiday season is primetime for referrals

Holiday season=PRIMETIME for referral generation opportunities. In November & December as you go to holiday parties, family gatherings, office parties, Christmas plays, year end banquets, etc you will see people in a more casual setting.   Conversations will start with open ended questions like:   “How are things going?  What is new?  How have you been?” Have…

Read More

Paradoxical Commandments

Paradoxical Commandments Last week I was sitting in Friday morning mass at our kids school.  Fr. Paul’s homily was focused on Luke 7:18-30 about Jesus giving John The Baptist the benefit of the doubt.  It was a timely message for me.  The homily got me thinking about business, our groups, and the consequences that arised…

Read More

Guest to Member….The 9 steps that typically happen

Watch Video I get asked a lot, what are the steps normally involved in guests becoming members?  Or what should it look like?  Let’s run through the 9 steps that are normally involved . 1.       They Get invited It starts with an invitation.  Guests don’t show up on their own.  Our groups operate by invitation…

Read More

Run a Great Meeting

Back in March I talked about 5 key fundamentals that drive referrals: https://thereferralsgroup.com/referrals-fundamentals/ Quick Recap on what those are: 1-Face-to-Face meetings 2-Attendance Rate (above 80%) 3-Mindset, focusing on help others 4-Run a Good meeting 5- Grow membership to your ideal size A lot of new groups do a great job in areas 1-3, which are extremely…

Read More

Wanna Grow Membership? Get Better

Wanna grow?  Get better. Groups tell me all the time that they want to grow.  My advice to them is sometimes counter intuitive.  I  tell them that in order to grow you need to do four things while simultaneously increasing your invitations to prospective members. 1- Focus on generating referrals for existing members 2- Run…

Read More