Referrals Done Right

In this episode of Referrals Done Right , Scott Grates speaks with Julia Arpag, founder of Aligned Recruitment, about the journey of starting her own business, building strong relationships, and staying mission-driven in a competitive industry. Julia shares invaluable insights on recruitment, business growth, and fostering a strong company culture. Key Takeaways: Taking the Leap: Julia reflects on...

In this episode of Referrals Done Right , Scott Grates dives into the four types of referrals and how to leverage each for business success. Drawing from a recent three-day personal branding workshop, Scott explains the key elements of building a referral-based business. Key Takeaways: The Four Types of Referrals: Learn about referrals by asking, referrals without asking, referrals by accident, an...

In this episode of Referrals Done Right, Scott Grates welcomes relationship marketing strategist Janice Porter for an insightful conversation on building meaningful business relationships. They explore the importance of focusing on connections, leveraging LinkedIn, and the power of nurturing relationships through thoughtful outreach. Key Takeaways: Relationship Marketing Fundamentals : Janice emph...

In this episode of Referrals Done Right , host Scott Grates reflects on the universal power of relationships in business success. Scott shares insights from speaking with entrepreneurs across various industries and highlights the impact of trust and personal connections. Key Takeaways: Relationships, not algorithms , are the foundation of lasting business success. Referred customers tend to be les...

In this episode of Referrals Done Right, Scott Grates is joined by certified life coach and podcast host Shanenn Bryant. Together, they dive deep into how limiting beliefs and lack of self-confidence can hinder personal and professional growth, and how to reprogram your mindset for success. Key Takeaways: Self-confidence & Sales : Shanenn shares how low self-confidence can impact sales perform...

In this highlight reel of the Referrals Done Right podcast, we bring together insights from several recent episodes on how to maximize your referral network and grow your business. Listen in as Katie Myers, Dave Ellis, Stephen Turnbull, James Bild, and Tyler Jensen share actionable advice on relationship building, networking, and community involvement. Whether you’re new to networking or looking f...

In this episode of Referrals Done Right, host Scott Grates reflects on the power of collaboration and learning from those around you. He shares an experience from a recent business conference he attended in Las Vegas that led to many valuable insights and actionable strategies. Key Takeaways: Level Up by Association : Surround yourself with people who have already achieved the success you aim for....

In this episode of the "Referrals Done Right" podcast, host Scott Grates explores how to effectively navigate challenges, or "storms," in both your personal and professional life. Like a Buffalo in a storm, Scott illustrates the benefits of confronting difficulties head-on. He shares insights from his recent talks, emphasizing the importance of proactive engagement with challen...

In this episode of RDR, Scott sits down with Penny Zenker, a world-renowned productivity expert and author of The Productivity Zone and The Reset Mindset. Penny shares her journey from experiencing a life-changing event at 19 to becoming a leading authority on focus and productivity. She introduces her "Reset Moments" framework, explaining how both big and small resets can help us reduce...

On this episode of Referrals Done Right, Scott shares his thoughts & a few stories around the power of simply "asking" --- 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:...

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...

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...

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...

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...

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...

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...

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) -...

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...

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...

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...

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....

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...

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...

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:...

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...