
The recent BNI Podcast (Episode 104) had the idea of how to get quality referrals for your chapter members while also positioning yourself as a resource for your clients. How well does that work?
I recently sent the referral letter mentioned in the podcast as a “test run” to some of my clients. I included a page with the occupations of the members of my BNI chapter. I also included occupations of other people I would like to get into our chapter.
The same day the letter arrived, I had a long time client call. I was able to give her referrals to our chapter’s carpet cleaner, chiropractor, and a massage therapist. (This happened about two weeks ago and she has already used the services of the carpet cleaner and was very pleased.) I had another client call that is considering buying a new business. I gave him a referral to a CPA, estate attorney, and a commercial insurance agent.
So in the span of 10 days, I have been able to give six referrals to my BNI group and we have already seen some “Show Me The Money” as a result. I will likely send this letter out 3 times a year to keep it fresh in the minds of my clients.
It is important for all of us as BNI members to think, “how can get the people I know in front of my chapter members?” Simply waiting for someone to ask me who I know isn’t enough. I want to actively market the skills and expertise of my sales force to the people I know and interact with.
That is what builds long term success. For my chapter and for me.
Michael Vaughn, CFP
The Mutual Fund Store
Success Link -Springfield
I recently sent the referral letter mentioned in the podcast as a “test run” to some of my clients. I included a page with the occupations of the members of my BNI chapter. I also included occupations of other people I would like to get into our chapter.
The same day the letter arrived, I had a long time client call. I was able to give her referrals to our chapter’s carpet cleaner, chiropractor, and a massage therapist. (This happened about two weeks ago and she has already used the services of the carpet cleaner and was very pleased.) I had another client call that is considering buying a new business. I gave him a referral to a CPA, estate attorney, and a commercial insurance agent.
So in the span of 10 days, I have been able to give six referrals to my BNI group and we have already seen some “Show Me The Money” as a result. I will likely send this letter out 3 times a year to keep it fresh in the minds of my clients.
It is important for all of us as BNI members to think, “how can get the people I know in front of my chapter members?” Simply waiting for someone to ask me who I know isn’t enough. I want to actively market the skills and expertise of my sales force to the people I know and interact with.
That is what builds long term success. For my chapter and for me.
Michael Vaughn, CFP
The Mutual Fund Store
Success Link -Springfield





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