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…

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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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Guests 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…

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5 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…

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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…

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Avoid 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. …

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Tips 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…

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3 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…

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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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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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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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Pro Tips/Life hacks for your Referrals Group membership

My 12 year old is constantly watching YouTube videos and saying “Hey Dad did you know there is a life hack for _____?”   So, it got me thinking about what are some membership hacks that most of our members either don’t know about or have forgotten.  Here is a starting list. Membership Hacks/Pro Tips Use…

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Record guest month & Tips on recruitment

We had a record # of guests in the month of October.  That is great!  We had 28 more guests attend a meeting in October 2021 than in any previous month going back to 2015.  However, I still see groups over complicate inviting & recruiting.   So here are a few tips to keep recruitment simple: 1- Invite guests, but NEVER do an open invitation   -Invite…

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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…

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Getting Starting on Being Specific

We talk a lot about if you want results from your: -Face-to-Face meetings -60 second -Member presentation -Focused Meeting handout You need to be specific!  However, one thing I’ve found in working with members is that they just don’t know where to start.  Here are a few tips Where to start: Your Target Market Top…

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