Little Tips

Little Tips for every member    1. Use your BIO not only when you speak but also during your Face-to-Face meetings Video:  BIO Tips   2. Face-to-Face meetings with guests -ask them while you are together at the meeting -reach out prior to them visiting.  You can reach out once you get the registration email where…

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3 ideas for this winter

There are a lot of things that drive success within a group.  Almost all revolve around groups excelling at the fundamentals Face-to-Face Meetings Meeting Attendance rate 85% or above Running good meetings & tracking of referrals in system Excelling & not over-thinking recruitment When groups have the fundamentals down then they often can dive deeper…

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October leaders by the #s

October 2024 Leaders (Top 3 in each category) Referrals Passed  Lex15  44 Lex 14  33 Lex4  26 Income Generated Lex14 $62,941 Lou2 $49,935 Southern IN $36,252 Face-to-Face Meetings The 502 Elites  33 Lex15  30 Lex2  28 Total Guests Lex13 11 Lex2 10 Lou6 & The 502 Elites  9 Referral Close % Lou2 57% The Closers…

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Don’t be an “All Hat, No Cattle” group with recruitment

PDF/Printable: Don’t be an “All Hat No Cattle” group with recruitment My dad loves western movies/series.  One of the phrases he used to say to us would be “that person is all hat, no cattle,” which is a reference to someone who is all talk with no action, power, or substance behind his/her words. Too…

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Rank Your Chapter Exercise

This is a good tool to evaluate your strengths & weaknesses as a group.  It is a good exercise to be done by the entire group or just the officers of the group. How to faciliate this:   1- Print up copies of the Rate Your Chapter PDF  form for all members   *You can also…

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Be Specific

Other Tips 1- Also, I’d highly encourage you to check this video out: Be Specific Video  2- Encourage you to reach out to me at bart@TheReferalsGroup.com   I’m happy to send you some great examples from other members &/or review your list We talk a lot about if you want results from your: -Face-to-Face meetings -60…

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What have you been up to?

One of my favorite Education pieces from Bart that I can remember gives us the advice to have a valuable response when someone asks us, “How have you been?” or “What have you been up to?” The response usually sounds something like, “not much,” or “same old, same old.”  Well, that’s probably: A LIE –…

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Pro Tips/Life hacks for your Referrals Group membership

Printable PDF My 14 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…

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Attendance, Face-to-Face meetings, & Fall Guests

1- Attendance Matters…a few tips:  -Treat your group meeting like a meeting with a client.  When all group members prioritize attendance the group tends to succeed at much higher levels. -Do F-2-F meetings if with those not in attendance to stay in touch.  This thing is built on staying connected and nothing drives referrals like F-2-F meetings.…

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Tips on Inviting and Hosting Guests

The most important success factor to our groups is your chapter meetings.  It is where members and guests come together to learn how we can identify referral opportunities and build relationships. Inviting guests to your meeting can lead to many valuable benefits, including increased exposure for your business, better meetings, and greater referral opportunities. Tip…

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Momentum Heading into the Fall

Fall is a great time in our groups.  I’ve noticed over the years that once kids go back to school our Referral Groups get out of summer mode and start really getting into a solid routine.  Our attendance rate goes way up in the fall (usually above 85% across the board), referral volume grows, F-2-F…

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