Ep #332: Upstream vs Downstream Referrals
It’s important to know the difference between upstream and downstream referrals. This helps you find the right people or businesses to connect you with your ideal clients.
Ep #329: Q4 Referral Plan
Let’s approach the final quarter of the year with a methodical mindset rather than succumbing to the usual stress and anxiety that often accompanies this time. With 90 days left in the year, let me guide you through a preparation phase in October, followed by actionable steps in November and December.
Ep #320: Referral Q&A
Are you planting referral seeds but unsure of when they’ll sprout? In this Q&A episode, I answer a listener’s question about the timeline for referral seeds to bear fruit.
I discuss the importance of planting referral seeds with the right people, building relationships, and managing expectations. Know that referrals are a powerful way to grow your business, and with a strategic approach, you will see significant results.
Ep #311: Breaking Down the Science of Referrals
If you are tired of awkward and ineffective referral tactics and want to grow your business without compromising your relationships, you need to understand the science behind how referrals work. Focusing on authentic connections, respecting your relationships, and applying science-backed strategies are crucial elements in successfully generating referrals. Here are three things to keep in…
Ep #310: Referral Q&A
In this 10th episode Q&A, I dive into a question asked by a listener who recently transitioned to a mortgage loan officer role. The question was about how to effectively build relationships with realtors and generate referrals. Here are three key takeaways from this episode: Building Relationships Takes Time: It’s essential to understand that building…
Ep #295: Must Have Referral Strategies This Year
As we enter a new year, it’s crucial to adapt our referral strategies to the current business environment. In this episode, we explore ways businesses are shifting in 2024 and how to leverage your referral opportunities effectively. Here are three key referral strategies and a bonus tip to maximize your referral potential. Strategy #1: Communicating…
Ep #276: If I Had No Referral Sources
Every single business owner will, at some point, experience a reality of having no referral sources. In this episode, I am going to tell you what I would do if I found myself in this situation and had to build my referral sources from scratch. Knowing your target market and what you offer will impact…
Ep #275: Tech Start Up Applications to Improve Referrals
There are different ways to start a business and scale it. Today, we dive into the world of startups and how you can use their strategies to improve your referrals. We discuss three valuable tips typically given to startups, and I’ll show you how to implement them in your own referral process. It’s a unique…
Ep #248: The Guiding Principles of Referrals
It’s the age-old question: how do you generate more referrals for your business? It’s no secret that referrals are the easiest way to bring onboard new clients. But why is there so much confusion around the best way to generate them? In this episode, we’ll dive into the importance of referrals as a primary focus…
Ep #247: Can Referrals & Affiliates Co-Exist?
Do you ever find yourself confused about the different terms used in business, such as referrals, affiliates, and joint venture partnerships? While these terms may seem interchangeable, each one requires a different approach to incentivize individuals or businesses to bring in clients, and it’s important to understand the distinctions between them and how they can…