Scott Grates
Referrals Done Right
The Secret to Creating Infinite Opportunities to Grow Your Small Business. Hosted by Scott Grates.
Não deixe de visitar o site do podcast e apoiar quem o produz: www.scottgrates.com
Autor
Scott Grates
Categoria
Site do podcast
Último episódio
9 de jul de 2026
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Episódios
#49 - Work Life Integration (Positive Blatherings Podcast) Pt. 2 19.09.2024 28:48
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 27:51
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 20:11
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 23:46
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 25:45
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 22:17
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 26:36
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 22:08
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 31:13
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 27:19
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 11:53
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 20:49
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 16:44
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 13:53
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 20:34
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 23:52
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 11:41
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 25:15
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 14:07
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 23:45
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 13:29
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 10:47
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 12:29
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 11:06
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 8:17
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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