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Hey Reader, wanted to share some insights from a coaching call I just had with a client. Like most of my clients, he's trying to scale his business through referrals. Over the years he's done pretty well with client-driven referrals, and he's now trying to level up even more by creating referral partnerships. So he was telling me about a potential referral partner he'd talked with, and was relaying their conversation. He had done a great job pivoting the conversation from a sales call to a relationship call. (So many of us in business are taught sell-sell-sell rather than relate-relate-relate.) He said it was a great conversation but then she said "Send me some stuff." (To some that's a green light, right? You're in!) But to his credit, his gut was telling him that wasn't the right path to take. (Check out the video for more, or read on below...) He said, "You know, I've got a pile of shock-and-awe that I can send. But I don't know if that's gonna work. What should I do?" Here's what I say: Connection always trumps collateral.So we walked through a 'script' to go back to that potential referral partner with this aim: To find out more about what they're trying to do in their business, and see where he could help. There's the real shock-and-awe. Generosity, curiosity, and gratitude always lead the way. And now he's on the verge of moving into a face-to-face meeting with a promising referral partner. Would a stack of collateral have achieved that? Probably not. You'd send it off and sit around hoping they call you back, or hoping they refer you. Door closed. Don't do that to yourself. Relationships are always going to open doors that traditional marketing can't. So next time you feel compelled (or are even asked) to send collateral...try looking for a better path that leads to connection. Jump on another call, invite them to a one-on-one, and find out what they're trying to do in their business. Have conversations that enrich each other. Explore how you can help each other in building your businesses. Whether through connections, through referrals, through sharing resources, or through other collaborations. Hope that's helpful. If there's anything else I can do to support you, let me know. Here to help. Brian Whenever you're ready, there are 2 ways I can help you:
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Hello, relational leaders. First, thank you for being you. If you’re reading this, chances are you’re a small business owner or a commission-based professional who believes in growing through relationships. And you’re right to think that way. Because while the world chases attention through social media, AI, or the next shiny marketing hack, what really wins is emotional loyalty. Attention fades. Loyalty compounds. When you build emotional loyalty with your referral partners, your shoulder...
Hey, Relational Leaders, I had a great conversation this week with one of my coaching clients. He’s got some big sales goals on the board. You know that feeling—trying to stretch but also stay true to how you want to grow. So he asked me, “Brian, my branch manager wants me to go out and market this unique product we have, but I can’t get through the gatekeepers. What should I do?” And I paused. Because honestly, my first answer was, I don’t know. Here’s why. That’s sales. If you’ve followed...
Hey there, relational leaders. I want to share a quick story about one of my coaching clients. Chances are, if you’re reading this, you’re a small business owner or a commission-based professional. And like many of us, the relationships that lead to referrals — the kind that drive your results — really matter to you. It’s not always easy. That’s why I like to share real success stories from clients who are doing it well. This one’s about a client named Ben. Ben’s in the mortgage industry, and...