In this episode, Teri and Jen discuss how to start or scale a business and get the most out of referral partnerships. Listeners will gain insight into the importance of managing all tasks involved in running a business and taking care of themselves while doing so. They will also learn how to strategically ask for referrals, look at current clients, and collaborate with other professionals to gain the trust of potential customers.
[00:01 - 04:02] Opening Segment
[04:03 - 12:40] Who sees your client before you?
Current clients are the number one people who see your clients before you do
Develop a plan for asking for referrals
Utilize collaborations and referrals to increase revenue and career opportunities
Explore options and have conversations with potential referral partners
Consider talking to an attorney to understand what is involved in a divorce
Partner with financial planners to provide sound advice for couples
[12:41 - 18:32] Expand Your Network and Connect with New Clients Through Collaboration and Meaningful Conversations
[18:33 - 19:38] Closing Segment
Quotes:
“Figure out your strategy to expand your network by having your current clients connect you with people that already know and trust them because they are happy with how you've been able to serve them.” - Teri Johnson
Join us for the Revenue Roadmap Workshop. Get ALL the details and get registered at keepingitpersonal.com/workshop.
