Life 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…

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Remember to….

Have you….. 1- Logged all referrals that? -spun off from a received referral or referral source intro -came from a visitor (log the referral from member who brought that guest) 2- Setup face-to-face meetings with? -your top referral source in the group -members you haven’t received a referral from in 4-5 months -members you haven’t sent…

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Not Getting Enough Referrals

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 resulted in…

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Keep Going

I enjoying running.  It is where I clear my head, burn off stress, come up with new ideas (most of these article ideas are created on a run), & in general get my mind right.   Often times when I’m on a run I am either really energized or extremely tired. When I’m energized I often…

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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…

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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…

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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…

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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…

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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…

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Reaching your ideal membership size

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

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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…

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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…

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