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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Giving More Referrals, Just One More Question

Printable PDF: Giving More Referrals Just One More Question At Papa Diamonds barber shop in Lexington there are constantly old TV shows on.  One that seems to have been on a lot when I get my haircut this year is Columbo.  My grandfather used to watch it, Gunsmoke, and Matlock, so much Matlock.    Columbo,…

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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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Group Text/Email Don’ts

Printable PDF Video:  Group Text Best Practices A lot of our groups utilize a group text or email.  This are great for groups in some ways, but can be group killers as well. Don’t:   Nothing, nothing kills meeting attendance like one member emailing or texting “I won’t be there”  Do not do it.  It creates…

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