Tag: Checklist

Studies have proven that while most satisfied clients are loyal, there is a low correlation between client satisfaction and providing referrals, a.k.a., advocacy.

When calling your new referral prospects, keep these do’s and don’ts in mind to increase your chances of a great first call. DON’T say “How are you today?” in your opening statement. This screams “telemarketer.”…

Are you enjoying working from home? Maybe you thrive with your children playing around your desk, your dogs barking in the background, your cat walking across your keyboard in the middle of a Zoom call,…

If you want to make 2016 a great year for introductions to quality prospects, you have to be careful not to make the mistake of creating merely an Introductions Initiative to get more referrals and introductions. An initiative will only yield short-term, temporary results at best.

Well… what about an Introductions Program in 2016? Only if you want a modest increase in new clients through referrals. What’s better than that?
If you want a thriving business based on Introductions to qualified prospects – then you want to build a Culture of Introductions throughout your firm. Here’s how to do that…