Recent Philosophical Favorites

I don’t usually do the whole inspirational quote thing, but I’ve always appreciated perspective from people I respect—either because they’re masters of their craft or because they’re close to me.   While I firmly believe discipline trumps motivation every single time, we all need a little kickstart now and then. Here are a few favorites that…

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Almost 1/2 point of year…take a moment to reflect & give thanks

We’re halfway through the year. Take a moment and think about the year to date -who has made a real impact on your business this year? Not just referrals, but conversations, advice, introductions, who supported you, and which referrals and introductions gained traction, generated business, and resulted in spinoff referrals. Thank them. Let them know…

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5 Power Habits that are E-A-S-Y to Implement in your Group

1- Add 10 minutes a month on your calendar to: -Review your sent/received referrals – Look at your sent that haven’t closed, reach out to the member who received the referral & ask “How is it going with this (name/company/family) referral?” -vice versa for your received.  *if closed add revenue (or $0 if it is…

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Officer transitions- Process for groups transitioning July 1

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 (or last of…

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Hidden Elements to running a great meeting

There are alot of “hidden elements” to running an energetic, professional, & intentional meeting.  When we run high quality meetings it adds value.  Here are just a few of the key hidden elements Pre Meeting -laminated agendas on table The Referrals Group Meeting Agenda -referral report (since last meeting) up on TV/AV screen I also suggest…

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Three-Front Focus & a few add’l thoughts

Focus on 3 things right now  (TAKE SHOTS FOR EACH OTHER) 1- Referral Source/COI introductions 2- Tell us what to listen for (life/business events, marriage, divorce, death, want some space, etc) 3- Create urgency/immediacy with your 90-120 day goals….share them & be specific Other Thoughts 1-Setup f-2-f meetings where you have common COIs. 2- Guests…

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Avoid a post spring break/pre-derby slump

I know for us we’ve had: -we were gone for spring break (April 3-12) & Easter -outdoor kids sports/activies (lacrosse, baseball, gymnastics, soccer) means usually have two dinners.  One at 4:30 and another at 9:15pm.   -Plus+ I want to get outside.  whether it is spring cleaning, pickleball, going for a walk/run, keeneland, etc… Anyway…for all…

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Best Groups: What Characterizes our best groups?

What characterizes our best groups? VIDEO:  What Characterizes your Best Groups They… 1. Have good people, who are good at what they do.  They have good players! 2. Work the process…without fail.  Doesn’t matter who is there, who isn’t, or if it is raining outside -run the agenda -dialog about referrals -no wasted motion -they…

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Staying Top of Mind with your Contacts

Video: We take the work out of networking® Staying Top of Mind with your Contacts:  Printable PDF:   Staying Top of Mind 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…

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45-60-75 second Outros

Printable PDF:  30-45-60-second introductions WATCH VIDEO 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…

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Continuous, Energetic Effort Creates Success

  Video:  Continuous, Energetic Effort Creates Success Success is Boring PDF I have been blessed with several successful mentors in my life who have been willing to pour themselves into me.  Everyone of them I’ve ever have hammered the following point home “If you want to have success you have go to embrace the grind. …

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