Scott Grates

Referrals Done Right

Business EN ↓ 149 episodes

The Secret to Creating Infinite Opportunities to Grow Your Small Business. Hosted by Scott Grates.

Author

Scott Grates

Category

Business

Podcast website

www.scottgrates.com

Latest episode

Jul 9, 2026

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Episodes

#49 - Work Life Integration (Positive Blatherings Podcast) Pt. 2 19.09.2024

This episode of RDR is the 2nd half of a snippet from Scott's appearance on the Positive Blatherings Podcast hosted by Scott Fitzgerald. Scott has been working in video production for over 25 years, radio for 8 years and in and out of bands and recording studios since graduating from high school. In 2018, Scott became the proud co-owner of ROC Vox Recording & Production. --- Episode Marke...

#48 - Life Done Right (Positive Blatherings Podcast) Pt. 1 16.09.2024

This episode of RDR is a snippet from Scott's appearance on the Positive Blatherings Podcast hosted by Scott Fitzgerald. Scott has been working in video production for over 25 years, radio for 8 years and in and out of bands and recording studios since graduating from high school. In 2018, Scott became the proud co-owner of ROC Vox Recording & Production. --- Episode Markers: --- Scott Gr...

#47 - Building From Scratch w/ Stephen Turnbull (Part 2) 13.09.2024

This episode of RDR is the second half of a conversation between Scott and Stephen Turnbull, owner of T5 Insurance Services & cohost of The Scratch Agency Podcast. --- Episode Markers: (0:00) - Episode Intro (1:35) - Show Start (2:30) - Social Strategy (4:45) - If You're Not Unique, You're Weak (6:50) - Out of the Box Thinking (8:10) - Value of Working with Schools (9:00) - Attaching...

#46 - Building From Scratch w/ Stephen Turnbull (Part 1) 09.09.2024

This episode of RDR is the first part of a conversation between Scott and Stephen Turnbull, owner of T5 Insurance Services & cohost of The Scratch Agency Podcast. --- Episode Markers: (0:00) - Episode Intro (1:35) - Show Start & Stephen's Background (4:20) - Branding New Agency (6:35) - Telling is Not Selling (7:50) - Knowing Somebody Who Does (10:50) - Talking Benefits (11:50) - Lead...

#45 - Building Trust & Community w/ Katie Myers (Part 2) 05.09.2024

This episode of RDR is the second half of a conversation between Scott and agent Katie Myers from Janesville, WI. We discuss building community from scratch, starting in a new area, serving others & constantly staying top of mind. --- Episode Markers: (0:00) - Episode Intro (1:30) - Show Start (1:50) - Mayor without the Politics (3:30) - Superconnectors (4:20) - Patience & Conistency (7:30...

#44 - Building Trust & Community w/ Katie Myers (Part 1) 03.09.2024

This episode of RDR is the first part of a conversation between Scott and agent Katie Myers from Janesville, WI. We discuss building community from scratch, starting in a new area, serving others & constantly staying top of mind. --- Episode Markers: (0:00) - Episode Intro (1:40) - Show Start (2:20) - Starting in a New Town (4:00) - Finding Opportunities (6:00) - Building Women's Networki...

#43 - Strategies on Asking w/ Tyler Jensen (Part 2) 29.08.2024

This episode of RDR is the second part of a conversation between Scott and Tyler Jensen, founder of Insurarisk University. Tyler is a speaker on top performance, a certified insurance counselor & an optimist coach. --- Episode Markers: (0:00) - Episode Intro (1:50) - Show Start (2:30) - Where to Start? (5:20) - Three Reasons People Don't Buy (6:45) - Mid Way Ask & Soft Close (7:45) -...

#42 - Creating Memorable Customer Experiences w/ Tyler Jensen (Part 1) 26.08.2024

This episode of RDR is the first part of a conversation between Scott and Tyler Jensen, founder of Insurarisk University. Tyler is a speaker on top performance, a certified insurance counselor & an optimist coach. --- Episode Markers: (0:00) - Episode Intro (1:30) - Show Start (1:55) - What is an Optimist Coach? (4:00) - Strategies to Stay Optimistic (6:45) - Value & Experience (10:15) - E...

#41 - Referral Partners & Social Media Strategy w/ Michael Weaver (Part 2) 22.08.2024

This episode of RDR is the second half of a conversation between Scott and Michael Weaver, Founder of Weaver Sales Academy. Michael is a speaker, author, sales trainer and the co host of the Insurance Buzz Podcast. We dive into centers of influence, referral partners, social media strategy & more. --- Episode Markers: (0:00) - Episode Intro (1:55) - Show Start (2:30) - Centers of Influence &am...

#40 - Conversations in Onboarding & Retention w/ Michael Weaver (Part 1) 19.08.2024

On this episode of RDR, Scott is joined by Michael Weaver, Founder of Weaver Sales Academy. Michael is a speaker, author, sales trainer and the co host of the Insurance Buzz Podcast --- Episode Markers: (0:00) - Episode Intro (1:45) - Show Start (3:30) - Costa Rica Story (7:00) - New Customers (10:20) - Warm Handoffs & Building Rapport (12:30) - Retention (13:20) - Face to Face --- Scott Grate...

#39 - WOW the Customer 15.08.2024

On this episode of Referrals Done Right, Scott shares his thoughts around creating memorable customer experiences. --- Scott Grates Links: Referrals Done Right Book - https://www.referralsdonerightbook.com Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www.agencyoptimization.com Scott Grates Website - https://www.scottgrates....

#38 - Leveraging BNI w/ Dave Ellis (Part 3) 12.08.2024

We're back with the final part of Scott's conversation in studio with Dave Ellis. Dave is an insurance agency owner from South Jordan, Utah. In this episode, we do a deep dive on how to best leverage BNI, whether you're in the club or looking in from the outside. --- Episode Markers: (0:00) - Episode Intro (0:35) - Show Start (1:15) - You're Already In (7:20) - From the Outside...

#37 - Dave Ellis Part 2 08.08.2024

We're back with part two of Scott's conversation in studio with Dave Ellis. Dave is an insurance agency owner from South Jordan, Utah. --- Episode Markers: (0:00) - Show Intro (1:15) - What If I'm New to an Area? Introvert? (3:55) - What If I'm Nervous About Being Approached? (5:50) - People in Same Industry (7:15) - Focusing on Your Niche (8:40) - Connection Behind the Connect...

#36 - Utilizing Civic Organizations w/ Dave Ellis 05.08.2024

On this episode of Referrals Done Right, Scott is joined in studio by Dave Ellis. Dave is an insurance agency owner from South Jordan, Utah. --- Episode Markers: (0:00) - Show Intro (0:40) - Dave's Background (2:45) - Rotary International (5:00) - Dave's Role with Rotary (6:55) - Speaking at Meetings (9:15) - Focus on Being Helpful (11:05) - What is Their Need?   --- Scott Grates Links:...

#35 - Six Self Generating Lead Tips w/ Jeff Brinson (Part 2/2) 01.08.2024

This episode of Referrals Done Right is the second half of a two part conversation between Scott and Jeff Brinson, owner of JHB Coaching. --- Episode Markers: (0:00) - Show Intro (2:20) - Technique #1 - Customer Service Cell Phone (9:45) - Technique #2 - Everywhere You Go (11:35) - Technique #3 - Social Media Sniper (13:35) - Technique #4 - Ecosystem Approach (14:05) - Technique #5 - Who Else Do W...

#34 - Having Common Ground w/ Jeff Brinson (Part 1/2) 29.07.2024

This episode of Referrals Done Right is the first of a two part conversation between Scott and Jeff Brinson, owner of JHB Coaching. --- Episode Markers: (0:00) - Show Intro   --- Scott Grates Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www....

#33 - Overcoming Self-Doubt 25.07.2024

In this episode of Referrals Done Right, Scott shares some actionable insights on how to overcome self-doubt and move past that ever present fear of rejection. --- Scott Grates Links: TED Talk -  Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www.ag...

#32 - Building Through Community w/ James Bild (Part 2/2) 22.07.2024

This episode of Referrals Done Right is the second half of a two part conversation between Scott and James Bild. --- Episode Markers: (0:00) - Show Intro (1:30) - Cloning Our Best Customers (2:50) - Are You Worthy of a Referral? (5:30) - Get Specific (6:35) - Building Your Perfect Customer Avatar (7:45) - Creating a Wow Experience & Gaining Trust (10:15) - Incentivizing Referrals For Team (11:...

#31 - Don't Talk Yourself Out of the Sale 18.07.2024

In this episode of Referrals Done Right, Scott shares a story from a recent trip to the Finger Lakes. Sometimes the most important thing you can do in the sales process is shut up and allow people to buy from you. --- Scott Grates Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insu...

#30 - Building Through Community w/ James Bild (Part 1/2) 15.07.2024

This episode of Referrals Done Right is the first of a two part conversation between Scott and James Bild. --- Episode Markers: (0:00) - Show Intro (0:30) - James Background (2:30) - Role of Community Involvement (5:55) - Initial Marketing Approach (7:45) - Figuring Out Your DNA (8:30) - Role of the Schools (10:05) - It's More Than Just Sponsoring (11:45) - There's No Overnight Success (...

#29 - Competition Happens at the Bottom, Collaboration Happens at the Top 11.07.2024

In this episode of Referrals Done Right, Scott shares his thoughts around choosing collaboration over competition. --- Scott Grates Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www.agencyoptimization.com/ Scott Grates Website - https://www....

#28 - Pushing Through the Tough Days 08.07.2024

In this episode of Referrals Done Right, Scott shares his strategies for pushing through the tough days and creating consistency. --- Scott Grates Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www.agencyoptimization.com/ Scott Grates Website...

#27 - Frustrated By Your Marketing? 01.07.2024

This episode of Referrals Done Right, is a segment from Scott's recent appearance on Jim DeMicco's "Frustrated By Your Marketing?" podcast. FBYM? channels are linked below. The full episode can be found here: https://podcasts.apple.com/us/podcast/the-truth-about-relationship-marketing-with-scott-grates/id1680185766?i=1000659740723 --- Frustrated By Your Marketing? Links: Linked...

#26 - Listener Testimonial 27.06.2024

In this episode of Referrals Done Right, Scott shares an email he received from a listener named John. John is a newly licensed insurance team member and is outlining his plan to grow his business through referrals. --- Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agenc...

#25 - Excerpt From Book Chapter 11 24.06.2024

In this episode of Referrals Done Right, Scott shares an excerpt from his upcoming book! --- Links: Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com/ Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332 Insurance Agency Optimization - https://www.agencyoptimization.com/ Scott Grates Website - https://www.scottgrates.com/ Love Living Local  - h...

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