Referrals are a crucial part of any business. They not only bring in new clients but also help in achieving a greater purpose. In this episode, Jen Gillman, a law firm matchmaker, shares her journey from being a practicing attorney to helping other attorneys find happiness in their careers. Jen shares her deep and meaningful…
To ensure the success of your referral strategy, conducting a quarterly review is essential. This episode walks you through how I teach my clients to conduct a referral quarterly review. Below are some key highlights. Importance of Quarterly Review: Metrics to Track on a Quarterly Basis: By consistently monitoring these key metrics quarterly, you can…
Want to receive more referrals consistently? Start by mastering your thank you card. Don’t underestimate the impact of a handwritten thank you card for referrals. In this episode, I break down the essential steps to nailing your thank you card. Here are three key takeaways from this jam-packed episode: The Power of a Handwritten Thank…
In this episode, I discuss five common rookie referral mistakes many people make when trying to build a referable business. It doesn’t matter if you’ve been in business for three years or thirty. If you’re starting to really think about referrals in your business, you are bound to make a few missteps. Here’s a quick…
Just because something appears to be true, and everyone goes along with it, doesn’t mean it makes sense. In this episode, we explore the misconceptions surrounding referrals and how understanding human behavior can revolutionize your referral strategy. Here are three key takeaways from the episode: Referrals Aren’t About You: When someone refers a potential client…
We are celebrating our 300th episode of the Roadmap to Referrals podcast! In this special episode, I reflect on the incredible journey we’ve been on together and share 13 valuable lessons I’ve learned along the way. Below are three of the lessons from this milestone episode: The Power of Connectivity: I’ve discovered the unique connection…
In this episode, we dive into a topic that many business owners grapple with – the tension between what we can and can’t control when it comes to referrals. Here are the three main takeaways from this episode: Desire and Opportunity: Referrals are not about asking for them or providing incentives. To truly understand referrals,…
Referrals play an important role in sustaining a business, especially in challenging market conditions. This episode showcases the success of Melissa Herdman, a real estate agent who has experienced significant referral growth by implementing strategies she’s learned in BRB. Despite facing industry shifts, Melissa consistently receives a high volume of referrals each year. After working…
When developing a referral strategy, it is crucial to differentiate between the client experience and the referral experience. While the client experience may include moments where referrals can be generated, the referral experience is specifically targeted at existing referral sources. To effectively build a referral strategy, it is necessary to categorize individuals into three groups:…
While I often teach specific referral strategies, other opportunities may arise in your business that can be used to generate referrals. By applying what I call the “Stacey lens” to these situations, you can identify these opportunities and create a referral-focused approach. Some examples of these unique opportunities are launching a new website, hitting a…