#65 - From Zero to Top 1%: Building a Referral-Based Business with DeAnn Dillard

Referrals Done Right

Player FM - Internet Radio Done Right

Dodano forty tygodni temu

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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

1
Reid Hoffman: LinkedIn Co-Founder on Building and Scaling Massively Valuable Companies Fast | Entrepreneurship | E332 51:40

11 weeks temu51:40

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51:40

Despite having a strong product idea, Reid Hoffman’s first startup collapsed, forcing him to return investors’ capital. This tough experience reshaped his approach to entrepreneurship. By embracing failure, iterating quickly, and adapting relentlessly, he went on to become a leader at PayPal and later, the co-founder of LinkedIn. In this episode, Reid shares the concept of blitzscaling, which prioritizes speed over perfection, smart strategies for taking risks, and insights on achieving rapid market dominance. In this episode, Hala and Reid will discuss: (00:00) Introduction (01:32) Building Impact-Driven Businesses (02:56) Why We Need More Entrepreneurs (04:31) The Vision Behind LinkedIn’s Success (06:43) Lessons from a Failed Startup (09:26) Making Quick, Intense Decisions at PayPal (12:39) Blitzscaling: Prioritizing Speed Over Efficiency (18:10) Maintaining Company Culture While Scaling (21:20) The Power of Early Market Dominance (25:01) The Five Stages of Company Growth (28:54) Strategies for Taking Intelligent Risks (31:44) Why Product Perfection Delays Success (33:25) Pivoting Early to Seize New Opportunities (36:18) Entrepreneurship as a Team Sport Reid Hoffman is an entrepreneur, investor, partner at Greylock, and co-founder of LinkedIn and Inflection AI. He was an executive at PayPal and a founding investor in several companies, including OpenAI. Reid actively supports various non-profits and has received numerous accolades, including an honorary CBE from the Queen of England and the Salute to Greatness Award from the Martin Luther King Jr. Center for his philanthropic efforts. Resources Mentioned: Reid’s Book, Blitzscaling: The Lightning-Fast Path to Building Massively Valuable Companies : amzn.to/4jnQkfQ Sponsored By: OpenPhone - Get 20% off 6 months at openphone.com/PROFITING Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Airbnb - Your home might be worth more than you think. Find out how much at airbnb.com/host Rocket Money - Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to rocketmoney.com/profiting Indeed - Get a $75 job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new All Show Keywords: Entrepreneurship, entrepreneurship podcast, Business, Business podcast, Self Improvement, Self-Improvement, Personal development, Starting a business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side hustle, Startup, mental health, Career, Leadership, Mindset, Health, Growth mindset. Career, Success, Entrepreneurship, Productivity, Careers, Startup, Entrepreneurs, Business Ideas, Growth Hacks, Career Development, Money Management, Opportunities, Professionals, Workplace, Career podcast, Entrepreneurship podcast…

rok temu 33:51

MP3•Źródło odcinka

In this episode of Referrals Done Right, Scott sits down with top 1% real estate agent and referral expert DeAnn Dillard. DeAnn shares her inspiring journey from starting in a new city with no contacts to becoming a self-made leader in real estate through innovation, relationship-building, and pivoting in the face of challenges. Get ready for actionable insights and motivational advice on growing your referral-based business.

What You’ll Learn in This Episode:

How to Build a Business Through Referrals: DeAnn explains why referrals are the highest-converting pillar of any business and how to create relationships that sustain your career.
Networking with a Purpose: Discover how to approach networking events and partnerships with a value-driven mindset that sets you apart from competitors.
Standing Out in a Crowded Market: Learn how DeAnn’s mantra, “Different is better than better,” helped her dominate her industry by doing what others wouldn’t.
Creating a Wealth Team: Find out how to partner with service providers, lenders, and other professionals to build a network that grows everyone’s business.
The Power of Pivoting: Hear DeAnn’s inspiring advice on adapting to challenges, staying resilient, and continuously evolving your approach to achieve success.

Don’t miss this episode packed with inspiration and strategies for leveraging relationships to create long-term business success!

---
Episode Markers:
(0:00) - Scott's Intro
(2:00) - Show Start
(4:00) - Why are Referrals so Important?
(4:45) - Starting in a New Town
(7:50) - Collaboration Happens at the Top
(8:15) - Common Mistake in Referrals
(10:45) - How Does DeAnn Stand Out?
(12:15) - Nationwide Referral Network
(16:40) - Top of Mind Awareness
(17:20) - Types of Relationships & Asset Partners
(20:40) - Strategies & Consistency
(23:15) - Pillars of Business
(24:45) - Advice to Someone Who is Struggling
(25:30) - Understanding Your Why & Getting Help
(26:55) - Getting to the Core & Legacy
(28:35) - Connecting with DeAnn
(30:00) - Self Made to Top 1%
(31:15) - Pivot
---
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
DeAnn's Links:
Website - https://dianndillard.exprealty.com
Linkedin - https://www.linkedin.com/in/deann-dillard-a48052b0
Instagram - https://www.instagram.com/deanndillard.realestate
Facebook - https://www.facebook.com/deann.dillard
---
The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

85 odcinków

#Society #Entrepreneur #Business #Marketing #Scott Grates #Insurance #Referrals #Infinite #Optimization #Agent

Referrals Done Right

#65 - From Zero to Top 1%: Building a Referral-Based Business with DeAnn Dillard

Referrals Done Right

published rok temu

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MP3•Źródło odcinka

What You’ll Learn in This Episode:

How to Build a Business Through Referrals: DeAnn explains why referrals are the highest-converting pillar of any business and how to create relationships that sustain your career.
Networking with a Purpose: Discover how to approach networking events and partnerships with a value-driven mindset that sets you apart from competitors.
Standing Out in a Crowded Market: Learn how DeAnn’s mantra, “Different is better than better,” helped her dominate her industry by doing what others wouldn’t.
Creating a Wealth Team: Find out how to partner with service providers, lenders, and other professionals to build a network that grows everyone’s business.
The Power of Pivoting: Hear DeAnn’s inspiring advice on adapting to challenges, staying resilient, and continuously evolving your approach to achieve success.

Don’t miss this episode packed with inspiration and strategies for leveraging relationships to create long-term business success!

85 odcinków

#Society #Entrepreneur #Business #Marketing #Scott Grates #Insurance #Referrals #Infinite #Optimization #Agent

Wszystkie odcinki

Referrals Done Right

1
#85 - Creating a Culture of Excellence with Austin O'Bryhim 47:24

3 hours temu47:24

47:24

In this episode, Scott chats with Wyoming-based agent Austin O’Bryhim — a leader who's shaking things up in all the right ways. From mastering remote team culture to building a brand rooted in community impact, Austin shares his playbook for scaling with integrity. He talks about what it truly means to “help people” in the insurance world, why leadership is about communication (not micromanaging), and how the "cradle to grave" conversation is changing the life insurance game. In this episode, you’ll learn: Why Austin left South Carolina to open a scratch agency in Wyoming—and how he built trust fast in a brand-new town. How he fosters a high-performing, connected culture across a mostly remote team (hint: it starts with daily video calls and group chats). The mindset shift that keeps his agency grounded in service, not sales—and why he won’t write state minimum coverage. Austin’s “cradle to grave” life insurance method that combines empathy, personalization, and process. Why every agency should lead with values, and how helping your team feel fulfilled leads to better service, better retention, and better results. --- Episode Markers: (0:00) - Scott's Introduction (1:00) – Intro & Relocating to Wyoming (4:00) – “We Help People” Mission Statement (6:45) – Defining Agency Culture: Community, Teamwork, Rewarding (9:00) – Impact Across Generations (11:30) – The Power of Standards and Leadership Courage (13:30) – Agency Motto: “Piss Excellence” (17:00) – Managing a Remote Team (20:00) – The BBQ Event & Team Connection (24:30) – Daily Meetings & Communication Cadence (27:00) – Leadership Lessons from Remote Management (29:00) – “Cradle to Grave” Life Insurance Method (30:30) – The Hardest Lesson: When It's Too Late (34:10) – The Tracker Gets What the Tracker Tracks (37:00) – Building Community Trust (42:00) – Long-Term Thinking & Small Town Opportunity (43:05) – Rapid Fire 5 --- 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 TikTok - https://www.tiktok.com/@scott.grates --- Austin's Links: Facebook - https://www.facebook.com/yourjacksonagent Instagram - https://www.instagram.com/yourjacksonagentr…

Referrals Done Right

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#84 - Half My Brain, Half My Heart with Lauren Petraglia 42:39

4 dni temu42:39

42:39

In this episode, host Scott Grates sits down with Lauren Petraglia, a former healthcare worker turned powerhouse online business manager and virtual assistant agency owner. Lauren shares her journey of leaving the government healthcare sector to build a thriving remote business rooted in empathy, efficiency, and aligned values. From escaping burnout to building a team that helps others reclaim their time, Lauren dives deep into what it means to be the strategic and emotional right-hand person for entrepreneurs. Get ready to learn how building your dream business starts with knowing when to ask for help—and who to trust with your vision. In this episode, you’ll learn: How Lauren transitioned from a rigid government job to launching her own virtual business during the pandemic. The difference between a virtual assistant (VA) and an online business manager (OBM)—and why both might be the secret to scaling. Why alignment in values and trust are key when outsourcing and building lasting client relationships. The powerful role of referrals and how to become "half someone’s brain and half their heart." Lauren’s practical take on staying top of mind and building a brand rooted in real connection—not curated perfection. --- Episode Markers: (0:00) - Introduction (1:00) - Who is Lauren Petraglia (3:05) - Abundance Mindset (3:55) - Inspiration to Start Business (5:30) - Online Business Managers (8:10) - Visionaries & Integrators (10:30) - Alignment with Clients (12:45) - Discovering Values (15:15) - Marketing & Personal Brand (17:30) - Referrals (22:00) - Give to Get (25:20) - Staying Top of Mind & Social Media (29:15) - What Problem Do You Solve? (32:00) - First Hire (36:35) - Connecting with Lauren (37:15) - Rapid Fire Questions --- 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 TikTok - https://www.tiktok.com/@scott.grates Lauren Petraglia's Links: Website - https://bit.ly/LNProduction Instagram - https://www.instagram.com/lauren_lnproduction Linkedin - http://www.linkedin.com/in/lauren-petraglia-lnproduction-va…

Referrals Done Right

1
#83 - What Sorta Works 9:41

8 dni temu9:41

9:41

In this solo episode, Scott Grates delivers a thought-provoking message inspired by a piece from Jason Feifer, Editor-in-Chief of Entrepreneur Magazine . Scott explores the idea of things in our lives that “sorta” still work—and why they might be the biggest obstacles holding us back. From beard trimmers to broken systems, this episode challenges listeners to stop tolerating the tolerable. In this episode, you’ll learn: Why "sorta still works" might be the most dangerous status quo. How we justify staying in painful or frustrating situations that function—but not well. A personal story about a 17-year-old beard trimmer that became a metaphor for bigger life choices. What the Savannah Bananas can teach us about fixing broken systems by eliminating what people hate. A mindset shift to help you identify and fix the “sorta” things in your life or business. 🎧 Tune in and discover how to stop settling—and start fixing—what's only sorta working. --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#82 - Cracking the Client Code with Pamela Dale 53:37

22 dni temu53:37

53:37

In this episode of Referrals Done Right , host Scott Grates sits down with Pamela Dale , an expert in sales, marketing, and business automation. Pamela shares her unconventional journey, from struggling to get clients to building a thriving digital marketing business with Go High Level . She also dives into resilience, the power of failure, and how to create financial freedom through monthly recurring revenue (MRR) . What You’ll Learn in This Episode: The Truth About Failure: Why failure is necessary for success and how to shift your mindset to embrace it instead of fear it. Creating Recurring Revenue: How Pamela built a business that provides financial security and flexibility, and how you can do the same. Rejection as a Muscle: Why handling rejection is a skill that gets stronger the more you practice, and how to use it to your advantage. The Importance of Personal Branding: Why your online presence and social proof determine your credibility in today’s world. Avoiding Burnout: Pamela’s surprising take on why most people who think they’re burned out are actually just overwhelmed and unstructured . This episode is a masterclass in resilience, sales, and business growth . Tune in to learn how to crack the client code and build a business that thrives in any economy! 🚀 --- Episode Markers: (0:00) - Introduction (1:35) - GHL Girl (5:35) - What Kept You Going? (8:20) - Vision & Goal Setting (10:45) - Stuff That Moves the Needle (11:15) - Failure & Shame (13:55) - Learn How to Feel (16:00) - Go For No (17:05) - Cracking the Client Code (17:55) - Redefining Rejection (19:30) - Preparing For the Next Opportunity (22:30) - Upcoming Book Release (22:55) - House Money Concept (26:30) - MRR & Sustainability (29:15) - Balance of Acquisition vs. Retention (32:10) - Creating Unique Customer Experiences (38:00) - What One Word Problem Do You Solve? (39:10) - Connecting with Pamela (40:30) - Tips For Insurance Industry (42:45) - Social Media (47:30) - Cure For Burnout & Managing Time --- 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 TikTok - https://www.tiktok.com/@scott.grates Pamela Dale's Links: Website - https://theclientcoach.com Website - https://pamelajoandale.com YouTube - https://www.youtube.com/@yourghlgal Facebook - https://www.facebook.com/pamelajoandale Instagram - https://www.instagram.com/yourghlgal Linkedin - https://www.linkedin.com/in/pamelajoandale X - https://twitter.com/@yourghlgal TikTok - https://www.tiktok.com/@yourghlgal…

Referrals Done Right

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#81 - The Climber's Mindset with Ashley Himes 47:24

25 dni temu47:24

47:24

In this episode of Referrals Done Right , host Scott Grates sits down with powerhouse agency owner Ashley Himes to discuss what it takes to build a thriving business, an unstoppable team, and a referral-based growth engine . Ashley shares her incredible journey—from despising the insurance industry to becoming a leader in it—along with the game-changing strategies that have propelled her agency to the top. What You’ll Learn in This Episode: The Climber vs. Camper Mentality: Why Ashley only hires people who want more out of life and how that mindset fuels a winning culture. The Secret to Recruiting Top Talent: How she attracts high-performing employees by aligning compensation with their personal dreams and goals. Mastering Community-Based Marketing: The innovative ways Ashley’s agency builds brand loyalty, generates organic referrals, and makes the phone ring without buying leads . The Power of Giving Back: How her agency’s 12 Months of Giving initiative not only impacts the community but also fuels exponential business growth. Breaking Down Big Goals into Daily Actions: The exact system Ashley uses to track numbers, improve close rates, and scale her agency’s success. This episode is a masterclass in leadership, culture, and client-focused growth. If you want to learn how to build a business that runs on referrals—and a team that’s as motivated as you are—this is a must-listen! 🚀 --- Episode Markers: (0:00) - Scott's Intro (0:40) - Show Start (1:25) - Ashley's Unexpected Path to Insurance (5:10) - The Power of Personal Experience in Sales (8:05) - It Starts with You Mindset (11:00) - Shift to 4 Day Work Week (15:15) - Leadership Through Mindset & Wellness (16:30) - Wellness Wednesdays & Point Systems (19:30) - Retaining Employees (22:30) - Addition by Subtraction (23:15) - Climber's Mentality (27:00) - Starts with Recruiting Process (30:15) - Goals & Accountability (33:50) - Ashley's Referral Strategy (34:30) - 12 Months of Giving (37:15) - Top of Mind Awareness (39:20) - Google Reviews (41:30) - One Last Takeaway & Chunking Goals Down (46:00) - Closing Thoughts & How to Connect with Ashley --- 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 Ashley's Links: Facebook - https://www.facebook.com/AshleyHimesSF Instagram - https://www.instagram.com/ashleyhimessf Linkedin - https://www.linkedin.com/in/ashley-himes-182202117…

Referrals Done Right

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#80 - Secrets to Hiring, Leadership & Resilience with Mike Lejeune 40:11

5 weeks temu40:11

40:11

In this episode of Referrals Done Right , Scott Grates sits down with leadership expert, recruiter, and coach Mike Lejeune to discuss the keys to hiring the right people, building resilient teams, and leading with intention . Mike shares insights from his upcoming book Secrets for Hiring Right and decades of experience in recruiting and leadership development. What You’ll Learn in This Episode: The Art of Hiring Right: Why attitude, mental approach, and resilience matter more than skills when selecting top talent. Finding the Internal Spark: How to identify individuals who have the natural drive and passion to succeed in sales and leadership roles. Balancing Selling and Vetting in Interviews: How to ensure you’re attracting the right candidates without overselling the position. Building Resilient Teams: Why the best employees are those who have faced and overcome challenges, and how to assess this in interviews. The Shift to Remote Work: How hiring, leadership, and company culture have changed post-COVID, and what to look for in remote candidates. This episode is packed with actionable hiring strategies, leadership insights, and powerful advice for business owners, recruiters, and leaders looking to build high-performing teams. --- Episode Markers: (0:00) - Introduction and Guest Overview (0:45) - What Continues to Drive Mike? (2:40) - What Do You Look For in People? (5:30) - Resilience & Effort (8:20) - Definitions (9:45) - Power of Follow Up Questions (13:15) - Vetting Properly (15:55) - What Was the Most Difficult Situation? (19:30) - DNA & Personality Assessments (27:50) - Remote Workers (34:15) - Mike's Upcoming Book (35:30) - Working with Mike (37:00) - Rapid Fire Questions --- 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 Mike's Links: Website - https://lightingthepath.net Facebook - https://www.facebook.com/mikelejeunespeaker YouTube - https://www.youtube.com/@mikelejeunelightingthepath Instagram - https://www.instagram.com/mike_lightingthepath Linkedin - https://www.linkedin.com/in/mikelejeune…

Referrals Done Right

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#79 - Scaling Smarter, Not Harder with Corey Chapman 46:59

6 weeks temu46:59

46:59

In this episode of Referrals Done Right , Scott Grates sits down with entrepreneur and sales expert Corey Chapman to discuss the mindset shifts and strategies that lead to sustainable business growth. Corey shares his philosophy on efficiency, profitability, and how scaling isn’t just about getting bigger—it’s about getting better. What You’ll Learn in This Episode: Why Scaling Isn’t About Spending More: How to grow your business without increasing expenses or adding unnecessary complexity. The Power of the Buyback Ladder: How to delegate and prioritize tasks to maximize efficiency and reclaim your time. Overcoming the Ego Trap in Business: Why comparison kills success and how to focus on your own growth path. Work-Life Integration vs. Balance: How to structure your business to create more freedom without sacrificing profitability. Building a Strong Foundation for Long-Term Success: Why growing better, not just faster, leads to a more resilient and profitable business. Tune in for an insightful and practical conversation on redefining success, making smarter decisions, and creating a business that truly works for you. --- Episode Markers: (0:00) - Introduction and Guest Overview (0:40) - The Power of Relationships in Business (2:09) - Efficiency and Profitability Without Scaling (3:29) - Quality, Consistency, and Intensity (7:09) - The Ego Challenge in Business (12:10) - Hiring to Buy Back Your Time (17:03) Building a Strong Business Foundation (20:54) - Delegation and Energy Management (22:25) - Protecting Your Energy and Time (22:48) - Life-Changing Summer of 2017 (25:17) - Lessons in Leadership and Ego (26:49) - Work-Life Integration: A Holistic Approach (30:36) - The Importance of Family Integration (33:38) - Teaching Through Actions, Not Words (37:01) - The Power of Freedom and Why (41:08) - Rapid Fire Questions and Closing Thoughts --- 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 Corey's Links: Website - https://mymapletonagent.com Facebook - https://www.facebook.com/MyMapletonAgent Linkedin - https://www.linkedin.com/in/corey-chapman-224a9458…

Referrals Done Right

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#78 - The Insurance Exam Queen 33:15

7 weeks temu33:15

33:15

In this episode of Referrals Done Right , Scott Grates sits down with Melissa Dillon, also known as The Insurance Exam Queen . Melissa has helped thousands of aspiring insurance professionals pass their licensing exams with ease. From simplifying complex concepts to eliminating test anxiety, she’s built a thriving business that turns struggling test-takers into confident, licensed agents. What You’ll Learn in This Episode: Why Most People Struggle with the Insurance Exam: The common mistakes test-takers make and how to avoid them. The Secret to Passing on the First Try: How Melissa’s proven system cuts study time in half while boosting pass rates. The Role of Mindset in Success: Why confidence and strategy matter just as much as studying the material. The Power of Simplification: How Melissa breaks down industry jargon and legalese into easy-to-understand concepts. Affordable, High-Impact Test Prep: Why her $97 course outperforms expensive pre-licensing programs used by major insurance companies. Whether you’re looking to pass your insurance exam, improve your team’s licensing success rate, or simply learn from a master educator turned entrepreneur, this episode is packed with valuable insights! Tune in now and start setting yourself up for success. --- Episode Markers: (0:00) - Scott's Intro (1:15) - Becoming the Insurance Exam Queen (3:35) - Starting YouTube Channel (4:30)- Affordable Program (10:25) - Keeping It Simple & Positive Mindset (14:40) - State by State Variations (17:00) - Background in Education (19:45) - Working on State Approval (20:35) - Community & Support (23:30) - When Should People Start? (27:40) - Different Types of Licenses (30:05) - Connecting with Melissa --- 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 Melissa's Links: Website - https://www.insuranceexamqueen.com Instagram - https://www.instagram.com/insuranceexamqueen YouTube - https://www.youtube.com/@insuranceexamqueen Linkedin - https://www.linkedin.com/in/melissa-dillon-95a830149 --- The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.…

Referrals Done Right

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#77 - People Are The New Brands 12:33

10 weeks temu12:33

12:33

In this episode of Referrals Done Right , host Scott Grates dives into the shift from corporate branding to personal influence. Consumers today crave authenticity, connection, and trust—and that’s exactly what small business owners and professionals must deliver. Learn why your personal brand is now more important than ever and how to leverage it for long-term success. What You’ll Learn in This Episode: Why Personal Connection Wins: Discover why people trust individuals over corporations and how to position yourself as the go-to expert in your industry. The Role of Trust in Modern Business: Learn why trust is the new currency and how authenticity can strengthen relationships and referrals. Storytelling vs. Selling: How sharing real experiences and personal stories creates deeper connections and makes your brand more memorable. Using Social Media for Trust, Not Just Awareness: Strategies to engage your audience, build relationships, and create value beyond just promoting products. Practical Steps to Strengthen Your Personal Brand: From public speaking to community involvement, get actionable tips to elevate your brand and stand out in your market. Tune in to discover how you can turn your personal presence into a powerful competitive advantage in today’s relationship-driven economy. --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#76 - Lessons from Dr. King: Leadership, Vision, and Legacy 8:29

12 weeks temu8:29

8:29

The content of this episode was taken from a message to an AgencyOptimization.com audience. In honor of Martin Luther King Jr. Day, this episode of Referrals Done Right delves into seven powerful lessons from Dr. King’s life that can inspire personal growth, professional success, and community impact. Host Scott Grates reflects on how these timeless principles can be applied in business and beyond. What You’ll Learn in This Episode: The Power of Vision: How articulating a clear, passionate vision can rally people around a shared purpose and turn your business into a movement. Perseverance in the Face of Adversity: Why resilience and persistence are key to overcoming challenges and achieving meaningful success. The Importance of Collaboration: How building partnerships and fostering unity, even with differing viewpoints, leads to shared success. Servant Leadership in Action: The impact of prioritizing others' needs to cultivate trust, loyalty, and long-term relationships. Building a Legacy: How focusing on meaningful, lasting change can shape your community, business, and personal impact for generations to come. Tune in for an inspiring discussion that will leave you motivated to lead with purpose, courage, and a commitment to creating a better world. Celebrate the lessons of Dr. King and apply them to your own journey. --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#75 - Take Your Own Advice: Overcoming Self-Doubt and Staying Consistent 10:40

13 weeks temu10:40

10:40

In this episode of Referrals Done Right , host Scott Grates shares timeless advice on managing self-doubt, navigating the highs and lows of business, and staying mentally strong. Drawing on personal experiences and wisdom from mentors, Scott offers practical strategies to help you keep moving forward, even when the journey feels tough. What You’ll Learn in This Episode: Managing Peaks and Valleys: Why staying mentally balanced during the highs and lows of business is key to long-term success. The Power of Self-Talk: How treating yourself like your best friend can change your mindset and keep you motivated. One Step at a Time: A practical approach to tackling setbacks and focusing on the next opportunity instead of dwelling on the past. Building Resilience: How to overcome negative self-talk and maintain confidence in your skills and abilities. Clearing the Slate: Why every new day is a chance to start fresh and continue building momentum. Tune in to get inspired and learn actionable tips to keep your mindset strong and your business moving forward. This episode will leave you ready to tackle February and beyond with renewed confidence and focus! --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#74 - Reflections, Revelations & Resolutions: Lessons from 2024 8:59

15 weeks temu8:59

8:59

In this year-end recap episode of Referrals Done Right , host Scott Grates reflects on the milestones, challenges, and growth experienced throughout 2024. Scott shares personal insights and encourages listeners to prepare for the year ahead by focusing on planting and cultivating the seeds of success. What You’ll Learn in This Episode: The Power of Imperfect Action: Why taking steps forward, even before you feel ready, is key to achieving your goals. The Value of Investing in Yourself: How committing to personal development and entering challenging environments leads to transformative growth. Plant, Cultivate, Harvest: Insights into the importance of showing up daily to nurture your vision, even when results aren’t immediate. Lessons from Building a Personal Brand: How aligning your business with your mission can open unexpected doors and create lasting impact. Setting Intentions for 2025: A motivational question to guide your focus and inspire action in the new year. Tune in for an inspiring look back at 2024 and actionable advice to help you make 2025 your best year yet. Scott’s heartfelt gratitude for the Referrals Done Right community shines through in this special episode. (00:00) - Introduction and Podcast Impact (01:22) - Pivoting Podcast Format (02:10) - Personal Journey and Brand Building (05:28) - Reflections on 2024 (06:23) - Looking Ahead to 2025 (07:23) - Gratitude and Closing Remarks (07:55) - Insurance Agency Optimization --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#73 - Commit to the Long Game: Referrals Done Right Book Excerpt 6:21

16 weeks temu6:21

6:21

This episode of the RDR Podcast , is a throwback to a previous episode originally released in June during the lead up to Scott's latest book release. Host Scott Grates shares an exclusive excerpt from Referrals Done Right , highlighting chapter 11. Scott discusses how time, mindset, and commitment separate professionals from spectators and casual players. Packed with insights, this episode is a must-listen for anyone serious about leveling up in business. What You’ll Learn in This Episode: The Power of Time Management: Why time is your most precious resource and how to make the most of it before it runs out. Spectators, Casual Players, and Professionals: Discover which category you fall into and what it takes to transition to the professional level. Life as a Game: How to define your personal metrics for success and play to win in both life and business. The Importance of Consistency: Why professionals prioritize their craft, show up every day, and embrace discipline to stay ahead. How to Gain an Infinite Referral Advantage: A sneak peek at the strategies outlined in Scott’s book to help you build a thriving referral-based business. Tune in to get inspired, gain actionable insights, and learn how to commit to the long game in business and life. Don’t forget to check out Referrals Done Right at referralsdonerightbook.com --- 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 315 - 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

Referrals Done Right

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#72 - Sticky Note Marketing with Mary Czarnecki 38:35

16 weeks temu38:35

38:35

In this episode of Referrals Done Right , Scott Grates welcomes marketing expert Mary Czarnecki to share her 25 years of insights from working with Fortune 500 brands to small business owners. Mary offers practical strategies for creating authentic connections with your audience, standing out in crowded markets, and building trust through effective storytelling and branding. What You’ll Learn in This Episode: Crafting a Unique Value Proposition: How to identify what sets you apart and communicate it effectively to your ideal audience. The Importance of Storytelling in Marketing: Why focusing on your audience’s transformation is the key to building trust and connection. Defining Your Ideal Customer Avatar: How to narrow your focus to serve your ideal clients better and maximize your impact. Maximizing the Power of Testimonials: Practical tips for collecting and leveraging customer testimonials to build credibility and attract new clients. Balancing Branding and Marketing: Insights into creating a cohesive brand identity while using marketing tactics to drive measurable results. Join Scott and Mary for an engaging conversation packed with actionable advice to elevate your marketing, connect with your audience, and grow your business with purpose. --- Episode Markers: (0:00) - Show Intro (1:00) - Background & 25 Years in Marketing (2:40) - Value Proposition (4:55) - Customer Avatar (5:45) - Audience Contextual Content (7:20) - Saying No (9:10) - Essential Marketing Drivers (10:55) - New Driver Example (13:40) - The Emotional Link (14:15) - Common Mistakes in Marketing (15:20) - Top of Mind Awareness & Creating Characters (18:05) - Customer Testimonials (19:40) - Skipping to the Reviews (20:50) - Branding vs. Marketing (23:50) - Branding Yourself Under Parent Brand (25:25) - Power of Story (30:00) - Quantifying ROI (30:45) - Measure What's Measurable (34:50) - Connecting with Mary (35:20) - Sticky Note Marketing Podcast (35:55) - One Piece of Advice --- 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 Mary's Links: Linkedin - https://www.linkedin.com/in/mczarnecki Website - https://www.maryczarneckispeaks.com Instagram - https://www.instagram.com/maryczarnecki_ Podcast - https://podcasts.apple.com/us/podcast/sticky-note-marketing-with-mary-czarnecki/id1484391371 YouTube - https://www.youtube.com/channel/UCIeb1rOgVywozl6Xu15aCMA --- The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.…

Referrals Done Right

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#71 - What’s In It for Them? 6:44

17 weeks temu6:44

6:44

In this episode of Referrals Done Right , Scott Grates explores the transformative power of the "what's in it for them" mindset. Drawing on lessons from leadership, sales, and relationship marketing, Scott reveals how focusing on mutual benefit and empathy creates stronger connections and better results for everyone involved. What You’ll Learn in This Episode: Why "What’s In It for Them" Matters: How understanding and addressing others’ motivations strengthens relationships and drives action. The Trust Factor in Referrals: Why treating referrals as gifts—and delivering exceptional value—builds loyalty and credibility. Leadership with Empathy: How great leaders inspire action by aligning tasks with team members’ goals and aspirations. Rewarding Referrals Beyond Money: Creative ways to express gratitude that elevate referrers and reinforce trust. Actionable Tips to Shift Your Mindset: Practical strategies to listen better, align your requests with others’ goals, and express appreciation authentically. Tune in to learn how adopting this mindset can help you build stronger relationships, foster collaboration, and achieve sustainable success in both your personal and professional life. --- 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. Scott is the co-founder of Insurance Agency Optimization & owner of multiple insurance agencies.…

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#65 - From Zero to Top 1%: Building a Referral-Based Business with DeAnn Dillard