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About Bart Giles

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So far Bart Giles has created 29 entries.

Steps in Giving a Referral

Our goal when we give a referral should be to always set it up as well as we can for all parties involved (prospective customer and the referral recipient).   It is important to try to set things up properly on the front end to avoid confusion and to make sure giving the referral makes you look good.

Here are […]

Guest to Member….The 9 steps that typically happen

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 only so everyone that visits a meeting is […]

What Should I do for my Next Presentation?

I often get asked, “What do you recommend I focus on for my next presentation in my group?”

Over the last decade I’ve seen a lot of great presentations.  I’ve seen a lot of poor ones as well, and  I’ve noticed some themes and topics that have consistently been more effective.

Begin with the end in mind.   The most effective […]

Structuring your 45,60,90 second

I recommend structuring your commercial in the following format: 

     I.  Basic Intro (5-7 seconds) 
    II. Tell us how to help you (25-75 seconds)

Now let’s break this down in greater detail.

Section I- Basic Intro
When guests/fairly new members are in the room I think this is important to reinforce.  Think of it as 5-7 seconds.
For example I normally say:  “Hi, […]

What can I realistically expect from my membership?

I often get asked by members, “What can I realistically expect from my The Referrals Group membership?”

I believe you get out what you put into anything you are involved in.  I also believe you should have realistic expectations.  It is a tough question to answer, but I start by saying that our program, when worked properly, creates an opportunity […]

Mailbag v 3

 

Question #1:  (to log or not?)  

I changed all my property and casualty insurance over to (Member Name) three months ago.  At that time I “referred myself” to him in the system.  Now I’m buying another rental house and I’ll be getting another policy from him to cover it.   Should I “refer myself” to him again?  Or since I’m already […]

Mailbag v2

Time for another mailbag!  Questions in BOLD.

I wasn’t sure if I logged this referral correctly.  I don’t always specifically log each referral for closings.  Example:  I had sent 6 closings in October (with list of family names in notes).  Is it ok if at the end of the month I total up all the office closings and send them […]

Mailbag v1

This blog’s format: mailbag questions that have come in over the last month.  Questions in bold.

Bart our speaker no called no-showed at our meeting.  What should we do with the time block?  Also, we’d put a lot of effort into having guests and we had 3 that day.  Our member (Name removed) made us look really bad.  What should […]

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 a good answer for the “How are […]

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 our groups successful.  I find that our […]

Target Market Exercise

Building relationships is critical in developing relationships with referral sources/center of influence relationships.  The first step in referral relationships is often trust.  In order for people to refer to you they need to be able to:

1-   Trust you.  People refer and do business with people they know, like, and trust.
2-   They need to know your target market.

Let’s […]

By |August 22nd, 2017|Education|0 Comments|

Reaching your ideal membership size

A-     What is your ideal membership size?                                                                            _____
B-     Factor in attrition (20% annually)                                                                                 * 1.2
    […]

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 critical to the foundation of all groups.   I hear from a […]

Why do Groups Fail?

16% of groups we start won’t make it to the 24 month mark.  I’ve tracked that ratio since 2004.   Groups that fail usually struggle with at least 2+ of these areas.

1. Poor Attendance:
When attendance as a group is below 80% overall the meeting value gets diluted.  When they fall below 70% it is death sentence for a group.

Our […]

A few best practices from around the area

A few best practices I’ve observed the last few months at The Referrals Group meetings:

Speakers:
1-Share specific targets.  Recently, I saw a member share a list of 175+ specific targets he had wanted to meet.  He then focused on why he wanted these targets and how to introduce him.  It made it easy for the group to create referral opportunities […]