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…

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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…

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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…

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As your guest volume grows…

Groups often ask me for advice and tips on how to handle things as their guest volume grows.  Some groups borderline freak out and don’t know how to handle a lot of guests.  Don’t freak out.  Your chapter meeting agenda is built to handle guests providing that you run a timer to keep things moving…

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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…

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4 Big Things for June & July

4 Big Things for the next 60 days Summer is always busy.  Every season is, but during June & July I find our best groups focus on 4 things to maximize opportunities for success. 1. Be Ready to go -Be ready to talk about referrals given/received, guests invited, testimonials, & successes 2. Bring Energy &…

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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…

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Are you holding yourself and/or your group back?

Every group has some members who: Are hold themselves & the group back Are Takers Act “Too Cool for School” Act More Important Than Everyone Else Are Really Busy! (usually they aren’t any busier than you are) Everyone notices the signs: They email 24 hours before the meeting, “Hey all – Love you, but a client…

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When you have Momentum…Embrace it!

Members want to be part of successful, thriving groups.  To get a group clicking you have to embrace the process and master the fundamentals.  Then one day it all clicks.  The meetings are more fun and referral volume goes up.  Occasionally I’ve seen groups waste momentum, because they relax too much when they get there. …

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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…

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What message are you sending when you say: “I’m busy!”

I have a good friend Liz who owns a successful business that operates in over 25+ states.  She and I think a lot a-like on relationship building.  A response that has always bothered both of us is was when people respond with “I’m so busy” to the question of “How are you doing?” Almost anytime…

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Creating 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. …

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