Officer transitions- Typical process
The majority of our groups transition the chairperson role on either January 1 or July 1. Here is a quick guide on the process & role. I also recommend checking your bylaws prior to proceeding. Typical process for new officer selection Nomination process: @last meeting in November or first meeting in December -Give each member…
Read MoreCreating Success in your Group- Interview with Brad Schooler
This education blog content comes from an interview with Brad Schooler a mortgage lender. Brad has been in two groups in (Lex19 & a group that failed). In this interview he talks about his successes & what makes a group thrive from his perspective. Question 1(Bart): Brad, you’ve had great success since becoming a member. …
Read MoreNot Getting Enough Referrals
Watch Video I often get asked, “Why am I not getting referrals?” It takes me back about a decade ago when I was working with someone in a group. In year one, he got one referral. They didn’t trust him yet. In year two, he got a lot more referrals including a HUGE referral that…
Read MoreGuests invites in the fall=Opportunities next year
Each year we add a lot of new members at the beginning of the year. In the new member meeting they tell us that the reason they applied to be a member was because they wanted to use The Referrals Group as a new way to grow their business for the upcoming year. It is…
Read More5 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…
Read MoreSelf-Evaluating your Referral Report
Watch Video 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 %…
Read MoreCreating 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 MoreWhat 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…
Read MoreAvoid a Summer Slump
Every group has an attendance dip by 10% or so in the summer due to vacations. It is normal. There are a few things you can do to safe guard yourself though from a summer slump. 1- Increase Face-to-Face volume Nothing drives referrals like face-to-face meetings you don’t have to do them all in-person with members. …
Read MoreGroup Text/Email Don’ts
A lot of our groups utilize a group text or email. This are great for groups in some ways, but can be group killers as well. Do Not use them for: Nothing, nothing kills meeting attendance like one member emailing or texting “I won’t be there” Do not do it. It creates a negative…
Read MoreTips 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 MoreSetting up a Center of Influence Introduction…Keep it simple
Years ago I used to overthink setting up a introduction between two people. As a result of over complicating it I didn’t do it as often as I could because it would take too much time for me to figure out the “perfect way” to setup. Along the way I learned that if I keep…
Read More3 Things You Can Control in Recruitment
Things you can control 1- That you invited someone 2- You run good meetings 3- That you follow a consistent process with all your guests and prospective members Video You can’t control *If/when a guest responds, attends, is interested in your group, and if the rest of the group thinks they fit. For those reasons don’t…
Read MoreLife Changing Events Create Referral Opportunities
Life changing events often times create referral opportunities. They may be Events like: -Marriage -Having Children -Divorce (personal or business) -Death -Mom/Dad grandparents going to nursing home -Job promotions -Kids going to school -Becoming a partner in their company All members should have a short list of 5-7+ life changing events that trigger referral opportunities…
Read MoreHow 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…
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