Roadmap to Referrals Podcast

How do you know which decisions to make as your business grows, particularly as you hit specific milestones? If you have a great first year, what do you need to do to continue the right momentum? I talk with Rick McDermott, an IP attorney who started his solo law firm just 3 years ago. After…

Just a quick note: Since we released this episode and how we teach the layers of a referable business, we have improved the concept of “layers” or “building blocks” to be more holistic. With this in mind, below we have linked to the new “Building a Referable Business Roadmap” which outlines all 18 strategies we…

As has become tradition with this podcast, every 10th episode I answer listener-submitted or Facebook group-submitted questions on referrals, client experience, and goals. I answer anything that are in close alignment with those three focus areas.  (I call these my zones of genius… curious what your zones are?) We have two great questions for this…

September is a good time to do a pulse check on what’s working and what’s not when it comes to your lead generation… meaning which sources are bringing in new paying clients to you. This starts by listing out your different lead gen sources, the metrics that determine success and then inputting your data. After…

Changing our mindset, beliefs and the way we do business can be tough. Especially when you’ve been in business for 30 years. But of course it’s possible…. if you want it. What I love about Diana Colin’s story – a realtor with Keller Williams in Portland – is that she could be you. Maybe you…

Be honest, when business is good – from referrals, repeat clients, other lead gen sources – do you allow your busyness to keep you from implementing key processes in your business? Trouble is – these overlooked or ignored process are ones we need in place because it would make our lives easier. And what makes…

The cantaloupe portion of our garden had a lot to teach me, including that I’ve been spelling cantaloupe wrong.   The cantaloupe garden proved to test our limited gardening skills BUT I did pull 4 solid referral lessons from the experience, so all is not lost. Join me as I unpack 4 lessons I learned with…

We want an intentional and sticky client experience to not only deliver a valuable working relationship with our clients, but also so they become repeat client and we receive referrals. But what do you need to know at the onset to receive referrals from your CX? I cover three must knows in this episode including…

The time has arrived. It’s time to take a really good look at your current Client Experience (CX).  And by good look, I mean to unpack it, deconstruct it, break it down. To know how you want to improve your CX, you first need to understand where you are starting from. So, in this episode…

When you think about managing and executing on your Client Experience for each and every client, over and over again… sometimes the right tool can make life much easier. In this episode, I invite Casey Hill, head of Growth for Bonjoro, to join me as we discuss one tool I use within my Client Experience…