Roadmap to Referrals

By now I hope when I ask who is the most important person in your referral strategy or process, I hope without hesitation you say... the referral source.  We've been on a roll through the last few episodes digging in to these very important humans.  And with this episode we go one step further to determine who might refer us this year.  All resources mentioned in this episode can be found on the s...

I've done a "calculate your referral explosion" episode before.  But this year is different... we're looking at a few more factors to help you decide the number of referrals you might receive this year versus what you should be receiving.  Whether you do 'back of the envelope' type math or download our referral explosion worksheet so you can easily follow along... you need to go through this formu...

If I asked you which number matters most if you want to receive more referrals this year, do you know what it is? Would you say the number of referrals received in 2020? Or the total number of referrals you've ever received?  Would you guess the number of new clients you need this year?  What if it isn't any of these metrics.  What if another number matters most so you can receive more referrals t...

I know, I know... you're seeing a lot of "lessons learned from 2020" posts, articles and episodes right now.  It seems everybody has a take on 2020.  And guess what? So should you. It's important to look back on the year and determine the lessons you need to learn from it and move forward with.  Here are 4 of mine.  Resources from this episode can be found on the show notes page at www.staceybrown...

Jon Acuff, author or Finish, sums up perfectly what the Goal Finishers Club is all about when he said, "The future belongs to finishers."  Those who finish their goals own the future because they are moving forward, making progress step-by-step and making the future they want a reality. In this episode we continue our conversation with a few business owners who embody this finishing mantra.  All r...

Are you still holding out on going through the Reverse Goal Setting process? If you've downloaded the workbook, then you know it's not just a page or two you go through. There's a little bit more involved.  It requires you to think, ponder, consider options and write things down. It's critically necessary for your business. Yes, and I'll prove it to you. In this episode you'll hear from business o...

We made it - the final step - step 3 - in the Reverse Goal Setting process.  Step 1 was Reflection. Step 2 was the 5 - 3- 1. And now Step 3 is the Finishing Strategy.  Oh yes, the home stretch and where we look at the important parts so we set our goals up for success.  Setting goals is the easy part. Finishing them is the hard part. This finishing strategy will make your life throughout next year...

We are taking a quick pause just before step 3 of the Reverse Goal Setting process so I can answer your questions about goals and the Reverse Goal Setting process. We dive into the importance of the "why" within the 5 vision, why I don't teach a SMART goal framework and more! You can find the resources mentioned in this episode on the show notes page at www.staceybrownrandall.com/130 .  

Now that we have our 5 year vision defined and our 3 year milestones calculated... it's time to set your one year plan.  Which - spoiler alert - becomes your 2021 goals!  We reversed right into our goals for next year in a way where they matter... which is where we're headed, where we want to be in 5 years.  All resources for this episode can be found on the show notes page at www.staceybrownranda...

We are moving right along with our Reverse Goal Setting process as we dig in to calculating our 3 year milestones.  Your 3 year milestones must be the "halfway" point of where you need to be to be on pace to make your 5 year vision a reality.  It's our markers to make sure we are heading in the right direction. I'll show you how to determine your milestones in this episode.  You can find the resou...

As we move into step two of the Reverse Goal Setting process, the 5 - 3 - 1, we move from a business and goals reflection on 2020 to casting our vision for the future we want... 5 years out. It's time to define your 5 year vision and determine the real why behind it.  You can find all resources mentioned in this episode on the show notes page at www.staceybrownrandall.com/127 . 

Whether you can't wait for this year to end or want to hold on to it for a bit longer... it's time to start turning our attention to the future. And not just next year... but a few years to come. It's all part of my Reverse Goal Setting process which we are diving into on the podcast. Over the next handful of episodes we will tackle all three steps within the Reverse Goal Setting process. And up f...

The best way to approach your referral strategy is from a layered approach.  And there are 6 layers for you to consider.  You might not need all 6 but you need to know them.  This episode breaks down all 6 layers so you know where to start and which layers you need.  To download the Referral Strategy Layered Approach PDF, visit the show notes page at www.staceybrownrandall.com/125 .   

Our deep dive into referrals by industry wraps up (for now) with this episode and we tackle questions from an attorney regarding confidentiality and a consultant wanting to build a niche based on referrals plus one place people fail to look when starting to grow their new business (and its where referrals can be found!).  You can find the resources mentioned in this episode on the show notes page...

The series continues and this week we are deep diving into the questions financial advisors/planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals. And by serious, I mean they start doing the work and then specific questions pop up.  We're tackling those questions.  You can find the resources and links mentioned in the episode on the shownotes...

Our deep dive into referrals by specific industries continues and we move from the "selling of real estate" to the "home of real estate". This week we dive into a question that architects, interior designers, decorators, and others are dealing with COVID continues. The question is how to get new referrals from clients during a time when people have drastically reduced or transformed their socializ...

For this 4-part series we are starting on the podcast, I am answering common questions I receive about referrals that are specific to different industries. These aren't the general questions I receive - like how do I get started, how does it work to receive referrals without asking, how to be consistent, how to track, etc.  But specific questions that pop up once someone has decided to get serious...

On today's episode I am answering a question from a member of our community who wanted to know why he didn't convert one referral into a client - when he was referred 17 potential clients at one time.  My answer may surprise you.  You can find the details behind the question plus all resources I mention on the show notes page at www.staceybrownrandall.com/120.

Having testimonials is paramount in building social proof and what our clients typically look for when deciding to hire us, or validate their decision in hiring us.  So you need to have testimonials from your clients and an easy way to gather them continually, as you need them.  This episode gives you 3 tips to make it easy to gather testimonials.  You can find all the resources mentioned in this...

We all know what "stranger danger" is from our childhood.  But listen to this story and two powerful keys as to why someone would hire you, buy from you when you are a stranger to them... all because they are referred.  This episode is meant to be inspirational... to motivate you to go after the referrals you deserve.  You can find all resources mentioned in today's episode on the show notes page...

Maybe your "working while schooling" is just getting started or maybe you've been doing it for a few weeks. It's hard (as you know what), challenging and stressful.  So in this episode, I share 3 specific productivity tips to help you during this time.   You can find the resources mentioned in this episode on the show notes page at www.staceybrownrandall.com/117 .   

Challenging isn't the right word. It doesn't seem to accurately describe the juggling act that parents - who are working - are attempting to manage with kids schooling from home.  And the younger the kid(s), the increase of crazy. Plus stress.  So we're looking at two sides of "Working While Schooling" coin. This episode - we're looking at tips to help kids thrive. So I brought in an education con...

At some point in your business ownership journey you'll be faced with the decision to invest in a CRM or Client Relationship Mangagement tool.  And it can be a tough decision - with the options, the variety, the different focuses the databases can have, the price points and more.  So for this episode I talk to Reuben Swartz on why he built his CRM... which sheds insight into what you should be loo...

Throughout this summer I've been working - so slowly it seems - to turn a detached building into my new office.  The family refers it as the "Referral Ninja Studio." And before the end of August it should be ready to go. But while we still work behind the scenes to get it set up, let's meet the designer (Lesley Myrick) who helped me pull all the pieces together. We discuss tips and strategies to h...

We are wrapping up our Referral No-No series with our final no-no, #7. And this one may come across harsh but make sure to listen to fully understand what I mean when I say "you just don't get it."  Because what people get stuck on can easily be fixed, if you're willing.  Resources and links mentioned in this episode can be found on the show notes page at www.staceybrownrandall.com/113 .