032. Who sees your client before you?

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

• Join the Revenue Roadmap workshop!
• • See the links below

[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

• Connecting and collaborating with other businesses can help expand your reach
• Look for complimentary offerings or collaborations
• Make a list of 50 people to connect and collaborate with
• Look for suggestions on other platforms like Amazon
• Have meaningful conversations to see how you can connect and collaborate
• Allow yourself time and stay consistent in what you're doing

[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.