It’s Easier For Each Other

Referral Trigger for the week of August 12
What to DO to GIVE Referrals
Grow: Share | It’s Easier For Each Other
Conversation lead by the Milton Team (100% Qualified)

  and Count three to your left.

 

What 7-Minute Presentation would you suggest for this Member?

Why do you think the topic is important?

What prop, hand-out, or hand-off would help you share referrals for them?

24 Responses to It’s Easier For Each Other
  1. Stefon Mason
    August 12, 2019 | 3:35 pm

    Count three to your left.

    From Stefon Mason to Gaye Phillips What 7-Minute Presentation would you suggest for this Member?
    —-Best ways for a company to optimize there website status for different search engines

    Why do you think the topic is important?
    —It prioritizes a customer’s business in that category/industry

    What prop, hand-out, or hand-off would help you share referrals for them?

    —Display statistics on source of business as it relates to online presence.

  2. Eric Sapoznik
    August 12, 2019 | 3:39 pm

    3 to my left (or down on our list) is Amy Terry of Renasant Bank. A topic that could be great to learn more about would be the differences between personal bank accounts and business bank accounts. I know that there are many different types of bank accounts, and for those of us who are 1099 instead of W2 it can get tricky to decide if we need to have multiple personal accounts or account specifically set up for businesses. Most things are set up for the more traditional W2 employees than those who are 100% commission based like myself and many others in PowerCore. There can be so many small differences between different types of accounts, so learning more about them could help to lead to more referrals. If there is a hand out or hand off that explains each of the different types of accounts that could be helpful to spread referrals.

  3. Katie Sparks
    August 12, 2019 | 3:45 pm

    I am answering the Referral Trigger with regard to DeWitte Thompson of Healthy Life and Fitness.

    I think it would be really interesting to hear a 7 Minute about the changes DeWitte helps his clients make. A presentation on this topic could help explain the different services DeWitte offers and demonstrate how small changes in several areas can really add up to better health.

    A handout with information about two different clients and which describes how DeWitte meets them where they are in their fitness journey would be really effective in showing how many different types of people can benefit from his services.

  4. Tony De Feria
    August 12, 2019 | 4:14 pm

    I am answering this for team member Katie Sparks.

    I think it’d be great for Katie to present on her work style. When we met and asked her to help us on a small project, I was impressed by how she listened, responded, took notes, and then asked for time for her to do the proper research. And was most impressed in how she responded back with next steps. She kept us informed, and was clear about what we needed to provide her for her to do he best work for us.

    Personally, I love to see what isn’t seen, and since being a good lawyer takes a lot of preparation, I’m sure having Katie explain her approach would allows us to appreciate her talents that much more.

    What would be a good hand out?

    A good handout would be to have folks fill out a typical questionnaire on a topic that would be important to their own business, and have us turn it in as a feed forward card that would allow Katie to answer, in general terms. So it’s not so that we get free legal advice, it’s that it would be cool for us to hear our own issue as an example and how Katie would approach solving the issue if we were to retain her services.

  5. Stacey Brustein
    August 12, 2019 | 4:21 pm

    I am answering this referral trigger in regard to Tony De Feria of Executive Auto Brokers. I think a beneficial topic for Tony to talk about in his next 7 minute is the main differences/ what sets him apart from a small used car lot, a dealership, and online platform to buy cars and a customer going to an auction themselves if that’s allowed. I think people getting a better appreciation of the value and knowledge he brings to the table along with the research and time he spends would create a greater understanding of why he is the best choice.

    I think if he does a comparison chart showing the main components his competition and his company use to find cars & the steps they do to see if they’re safe, been in any accidents, had prior damage and are in good running order (need any work or maintenance done currently or in the near future, etc would be a great tool to show how much more he offers for the money and why using him is a wiser choice for consumers.

  6. Lisa McGuire
    August 12, 2019 | 4:39 pm

    The Milton team member, Russ Porter with Money Mailer, is the subject of my referral trigger. In Russ’ 7-minute presentations he traditionally helps us understand the thought and details involved to create an effective ad. A great way to show the value of Money Mailer would be to compare 3 types of advertising and the timeline for conversion. 1) Print ad (include fees for graphic designer, copywriting, production time, ad cost and ability to track. 2)Social media ad (design costs, landing page development, copywriting, tracking ability, costs and conversion rate – both time it takes and amount of revenue generated) 3)Money Mailer – process of design, details needed, touch points with sales rep(our own Russ Porter), cost per ad, time until delivery, ability to track and increased revenue. An effective handout or handoff would include graphs or timelines to compare each of the formats, client testimonials and some mention of retention rates of Money Mailer customers.

  7. Gaye Phillips
    August 12, 2019 | 5:44 pm

    Count three to your left.
    This information is for Eric Sapoznik, Commercial Real Estate

    What 7-Minute Presentation would you suggest for this Member?
    I would suggest a 7-Minute Presentation on what the key things a business owner should look for when leasing office space.

    Why do you think the topic is important?
    It’s important because many small business owners don’t understand the legal and monetary ramifications associated with having a lease.

    What prop, hand-out, or hand-off would help you share referrals for them?
    A sample lease agreement to point out the pitfalls.

  8. Russ Porter
    August 13, 2019 | 8:25 am

    My suggestion for Katie Sparks, Business Law Attorney on the Milton Team, is to focus her next 7-Minute on 2 or 3 very common legal services that a large % of small business owners will need in their first 2 years. Include common mistakes as well as best practices, and a realistic cost of these services. Time permitting, provide examples of the cost of making bad decisions or not involving sound legal advice. A kindling question might be: which business law firm (or attorney) did you use when launching your business?

  9. Tony De Feria
    August 13, 2019 | 9:35 am

    My suggestion is for Stefon Mason on the Milton Team. I think it’d be great for Stefon to detail how he researches for a client and why it makes sense to have an agent that is in your corner, especially when it comes to a claim. So Stefon could list real world examples, like what happens if your car gets hit in a parking lot or by an uninsured driver. Or what guidance he can give his customers so as to avoid having premiums go up.

  10. Greg Allen
    August 13, 2019 | 10:50 am

    My suggestion is for Erin Carper. I would like her to do an overview on the different retirement accounts available to self-employed/business owners and the pluses & Minuses of each. Example, Simple IRA vs SEP vs 401K.

    A lot of business owners don’t fully understand the differences and the benefits of each.

    I think a spreadsheet or chart outlining each would be helpful.

  11. Dawn Moesser
    August 13, 2019 | 11:34 am

    A suggested 7 minute topic for Nicole would be on teens today. Many of us have children and/or children with children. As a single mother, bringing up teens has been a challenge. What are some of the issues/challenges for young people today with regard to social media, social networking (friends), relationship development, coping skills, that you see in your practice? Handouts could be stats on the subjects mentioned above or even a case study. What advice/remedies do you recommend to parents & teens?
    Very helpful for referrals that are struggling with growing teens.

  12. Amy Terry
    August 14, 2019 | 9:49 am

    Count three to my left.
    This information is for Kelly Waits with Corporate Payroll.
    My suggestion for a 7 minute topic for Kelly would be to share how she was able to move a difficult customer that did not want to let go of the control of doing their own Payroll. It is a control issue that they just don’t want to let go. I think this is important because in the referral process we could share how she was able to transfer a client that just did not want to let go of this process. Many business owners are unable to see the savings in the long run by having their payroll completed by Corporate Payroll. An effective hand-off would be something we could share with our referrals for them to see there is not just a fee for this service but they will reap many other benefits by not completing the payroll themselves.

  13. Shane Underwood
    August 14, 2019 | 1:11 pm

    My comments are for Greg Allen, CPA.

    What 7-Minute Presentation would you suggest for this member?
    The top 5 most common mistakes made by business owners that you see and how you, Greg, can help business owners fix and/or avoid those mistakes.

    Why do you think the topic is important?
    We all get so caught-up in the day-to-day operations of our business that we don’t always see the pitfalls ahead. A good CPA can help avoid simple but costly mistakes.

    What prop, hand-out, or hand-off would help you share referrals for them?
    A list of the top 5 mistakes and how you correct, or better yet, avoid them altogether.

  14. Nicole Rubin
    August 15, 2019 | 9:21 am

    3 people to my left is our dear leader Stacie Szcell, who is an amazing interior designer. One thing that I know Stacie really enjoys doing is to help people with color matching for their spaces. I know you definitely need to have a good eye to determine what colors mix well together, and what looks tacky or kitschy. I think Stacie could do a 7min that teaches people more about the rules for color matching and some general tips about colors work best for what kinds of spaces and even color psychology!

  15. Kelly Waits
    August 15, 2019 | 1:28 pm

    Dr Michael Axt is the third person to my left….

    I’d suggest a 7 minute that illustrates why it’s better to see a chiropractor for body pain instead of going to a primary care doctor or orthopedist.

    It’s an important topic because I think someone’s go to instinct is to go see their primary care doctor whenever body pain arises not realizing that a chiropractor will be better at figuring out exactly what the problem is and correcting it.

    A good hand out/off would be a list of testimonials from his patients that he’s helped after they went elsewhere for treatment that wasn’t effective.

  16. Persephone Galambos
    August 15, 2019 | 2:20 pm

    Three people below me on our list is Lisa McGuire.

    I think that a great 7-minute for her would be to show some copy from a client before they worked with her and then copy after they worked with her. She could show the process for getting to know the client and how Lisa makes a difference in how they define their business to their customers.

    A great handout would be examples of original copy and the amazing copy that Lisa creates.

    Also, a great idea would be if Lisa and Gaye Phillips could do a joint 14-minute that talks about the amazing synergy between their two businesses.

  17. Stacie Szell
    August 15, 2019 | 4:17 pm

    My suggestion is for Shane Underwood, our go-to guy for getting rid of those pesky bugs. Especially here in the South, we are plagued by stinging, flying insects. As I heard a story about one on my family member’s recent visits to the hospital after getting stung by a swarm of yellow jackets and having a horrible allergic reaction to it (which had never happened before), a really great 7 Minute would be on the prevention of allergic reactions by making sure all swarming nests are removed to keep family and friends safe.

  18. Erin Carper
    August 15, 2019 | 8:47 pm

    My suggestion to Persephone,Realtor an enlightening 7 min. would be to point out the dangers (and losses) of not using a competent realtor to sell or buy a home in the name of ‘saving money’. Sure save money/be frugal in other areas of your life, but a home is much too big an asset to ‘Save a penny if you could lose a dollar’. Along that line, if you are going to pay for an expert to be your advocate, then how do you screen out a licensed realtor from an EXPERT licensed realtor who truly knows how to advocate for your best interest. Handout : ‘Red Flags’ and ‘Must Haves’ in a top realtor

  19. Michelle Wilson
    August 15, 2019 | 10:39 pm

    My suggestion is for Greg Allen:
    What 7-Minute Presentation would you suggest for this Member? I’d like to see what 10 things someone should look for in a good CPA and how to know the difference between someone who knows what they are doing and someone who doesn’t – withOUT asking a challenge question from an IRS publication.
    I’d also like to see you critique an H&R Block or Turbo Tax return and tell us what each of these companies miss on a regular basis – add it up in dollars so that I can show my clients who resist hiring someone knowledgable to help by asking – Do you want $7,000 or $10,000 or $14,000 back? Great example 1040s would be single owner LLC maybe owning one property or small business, retired couple thinking of or practicing a gifting strategy, Couple who own business with more than 3 employees.

    Why do you think the topic is important? it’s important because it will help your network partners take away fear of coming to see a CPA and will prove what benefit may be out there if the client has been missing deductions.

    What prop, hand-out, or hand-off would help you share referrals for them? 10 things to look for in a good CPA and the definition of a good CPA; 3 examples of things the software and basic 1040 fillers miss.

  20. Michelle Wilson
    August 15, 2019 | 10:40 pm

    My suggestion is for Greg Allen:
    What 7-Minute Presentation would you suggest for this Member? I’d like to see what 10 things someone should look for in a good CPA and how to know the difference between someone who knows what they are doing and someone who doesn’t – withOUT asking a challenge question from an IRS publication.
    I’d also like to see you critique an H&R Block or Turbo Tax return and tell us what each of these companies miss on a regular basis – add it up in dollars so that I can show my clients who resist hiring someone knowledgable to help by asking – Do you want $7,000 or $10,000 or $14,000 back? Great example 1040s would be LLC maybe owning one property or small business, a retired couple thinking of or practicing a gifting strategy, Couple who own business with more than 3 employees.

    Why do you think the topic is important? it’s important because it will help your network partners take away any concern of coming to see a CPA and will prove what benefit may be out there if the client has been missing deductions.

    What prop, hand-out, or hand-off would help you share referrals for them? 10 things to look for in a good CPA and the definition of a good CPA; 3 examples of things the software and basic 1040 fillers miss.

  21. Jaime Guerrero
    August 15, 2019 | 11:03 pm

    3 to my left is Dawn Moesser, I believe a great 7 minute presentation would be on how a business can do to acquire the best assets for there industry. I have seen businesses purchase equipment that foes un-used and in the end they end up selling it for much less than its worth.

    This topic is important because a business will benefit from having the assets that will allow their business to grow by purchasing the proper assets.

    I think that a fold-out material would be beneficial as it would show the benefits of having the proper assets in place, to help the business grow.

  22. Madeline Chryst
    August 16, 2019 | 5:28 am

    3 to my left is Jaime Guerrero. I think a topic to cover during a 7 minute presentation would be the dangers of not hiring an established renovation company and just hiring two guys and a truck or the cheapest option out there.

    This is so important because many individuals what the cheapest option because either those individuals aren’t typically using proper or comparable products or do not know how to install correctly and will end up spending more on the long run when they then have to hire you to come fix what has already been done.

    I think a handout that has some pictures of before and after of when you had to go in and fix a job that was done incorrectly would be beneficial.

  23. Dr. Michael Axt
    August 16, 2019 | 7:06 am

    3 to my left is Madeline Chryst. An interesting 7 minute topic would be how long a roof lasts and dangers of not replacing in time. I am curious to know if there are any new roofing technologies or products that increase the life of a roof. It might be fun to show differences in new and old roofs and examples of what happens when people have waited too long to replace them. This is important because we rarely hear any new info on roofing. Props could include before and after pics of new roofs or if storm damage.

  24. DeWitte Thompson, III
    August 16, 2019 | 9:08 am

    Three to my left is Michelle Wilson with Wilson Legal. A 7 Minute Presentation I would suggest for Michelle is addressing some of the common misconceptions or confusing issues she runs across with her clients. For example, I know there is a lot of confusion about trusts and if they are really necessary and, if so, in what situations. At what age or stage in life is it important to develop your estate plan? What happens if you are not prepared and don’t have a plan in place?

    I think a handout with some common FAQ’s would be a very helpful visual for us and to pass along to our clients.

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