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) - Advice For Starting
(9:50) - Context From Social Media
(12:10) - Off the Beaten Career Path Podcast
(14:30) - Best Stories
(16:55) - Saying No?
(18:40) - Future Plans
(20:50) - Don't Think Anything is Beneath You
(22:55) - TikTok & Meeting People Where They Are


---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Katie Myers' Links:
Agency FB - https://www.facebook.com/katiemyersjanesville
Podcast - https://podcasts.apple.com/us/podcast/off-the-beaten-career-path/id1702352850
TikTok- https://www.tiktok.com/@the_katie_myers?_t=8pSvhXKhDWl&_r=1

---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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 Networking Group
(8:30) - Advice on Networking & Easy Wins
(9:30) - Referral Based Business
(10:50) - Powers of Google Reviews
(12:00) - Referral Strategies
(15:00) - Creating Memorable Customer Experiences
(17:15) - Maintaining Strong Relationships
(19:00) - Facebook
(20:25) - Types of Content


---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Katie Myers' Links:
Agency FB - https://www.facebook.com/katiemyersjanesville
Podcast - https://podcasts.apple.com/us/podcast/off-the-beaten-career-path/id1702352850


---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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) - Customer Isn't Ready to Give Referral Scenario


---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Tyler Jensen's Links:
Tyler's Website - https://www.tylerjjensen.com
Insurarisk Website- https://www.insurariskuniversity.com/
Instagram - https://www.instagram.com/tyler_j_jensen
Facebook - https://www.facebook.com/profile.php?id=61558802128625
Linkedin - https://www.linkedin.com/in/tyler-jensen
YouTube - https://www.youtube.com/channel/UC5IDcFyXDaIs1MxMNJYDB8w

---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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) - Embedding in Onboarding Process
(12:15) - Don't Trust Your Memory & Being Seen
(13:15) - Employee Experience
(13:45) - Becoming Referable & Culture
(15:00) - Key Elements to Creating Culture
(17:15) - Craving to be Recognized
(18:30) - Empowering Team Members & Integrity
(20:15) - Insurarisk University & Connecting with Tyler

---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Tyler Jensen's Links:
Tyler's Website - https://www.tylerjjensen.com
Insurarisk Website- https://www.insurariskuniversity.com/
Instagram - https://www.instagram.com/tyler_j_jensen
Facebook - https://www.facebook.com/profile.php?id=61558802128625
Linkedin - https://www.linkedin.com/in/tyler-jensen
YouTube - https://www.youtube.com/channel/UC5IDcFyXDaIs1MxMNJYDB8w

---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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 & Referral Partners
(3:15) - Why Refer to You? Integrity is Everything
(7:30) - Different Tools For Engaging
(8:00) - Jab Jab Jab Uppercut
(9:05) - Social Media
(10:30) - Approach to Building & Strengthening Relationships on Social
(12:50) - Different Avenues of Your Brand
(14:00) - Speaking Directly to Customer Pain Points
(15:00) - Peeling Back the Layers & Asking Better Questions
(18:00) - Strategies
(20:50) - Personal Level on Social
(22:15) - Becoming Your Own Media
(27:00) - Michael's Book

---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Michael Weaver's Links:
Website - https://www.weaversa.com
Book - https://www.quote3book.com
The Insurance Buzz Podcast - https://podcasts.apple.com/us/podcast/the-insurance-buzz/id1606064185
Linkedin - https://www.linkedin.com/in/michaelweaverwsa
Facebook - https://www.facebook.com/themichaelweaver


---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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 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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Michael Weaver's Links:
Website - https://www.weaversa.com
The Insurance Buzz Podcast - https://podcasts.apple.com/us/podcast/the-insurance-buzz/id1606064185
Linkedin - https://www.linkedin.com/in/michaelweaverwsa
Facebook - https://www.facebook.com/themichaelweaver


---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates


---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

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
(8:00) - Visiting & Substituting
(11:30) - Multiple Spots & Employees
(13:30) - What Not to Do
(15:40) - Elevator Pitch
(17:25) - Putting in the Work



---
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.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates

Dave Ellis Links:
Linkedin - https://www.linkedin.com/in/dave-ellis-21476543/
Facebook - https://www.facebook.com/DaveEllisStateFarm/
Instagram - https://www.instagram.com/callagentdave/


---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.