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Networking Groups

A networking group is a group of individuals working together towards a common goal of helping each member build their businesses via referrals.


Why use Networking groups?

  • To get more clients.
  • Work on your public speaking skills.
  • Build professional relationships.


Professional Leads Group

  • Specifically designed to build professional relationships that serve as referral sources
  • Most effective
  • Train you to networking effectively
  • Limited membership
  • Stringent rules
  • Examples:
  • BNI
  • Letip
  • Leadsclub


Casual Contact Groups

  • They organize events around their mission as a group.
  • No structured way of generating referrals
  • No training
  • Examples:
  • Toastmasters.
  • Chamber of Commerce.
  • Kiwanis.
  • Community Service Associations
  • Professional Associations
  • Self Development groups
  • Note: If you don’t know how to Network effectively, this is not a good type of group for you.


Time Commitment

  • Weekly 1hr/1.5 hr breakfast or lunch.
  • Mandatory training
  • One-to-one with meetings
  • Attendance requirements
  • Note: To be successful, plan on dedicating about five to eight hours a week.


Financial Commitment

  • Membership: $300 to $500 per year.
  • Weekly cost: $8 to $20 (food/ room rental).
  • Training fees:$15 to $20 per training.
  • Special events or activities: $25 to $50 per event..


Referrals

  • 90 days for internal referrals.
  • 1 year for solid outside referrals.
  • +1 year for get referrals from outside referrals.


Signs of a good strong Networking Group

  • 20 members (longevity)
  • Members: tax professional, realtor, mortgage broker and attorneys
  • Likeable members
  • Culture you can fit in
  • Meet weekly
  • If you are new, you may have to start with a smaller group and help it grow and gain experience.


Right Time and the Right Category

  • Fully licensed
  • Completed your field training or do at least six appointments where you can take the relationship from prospect to client.
  • The best category is the Financial Advisor. Life insurance and living trusts are not worth your time.


Best Practices

  • Join a maximum of one Professional Leads Group, and one Casual Group.
  • Get involved, be committed.
  • Take on a leadership role.
  • Givers Gain attitude.
  • Focus on building relationships.
  • Treat a referral source as if they were your million dollar client.
  • Represent yourself well.
  • Be cautious when offering the business opportunity.
  • Be focused and protect your category.
  • Focus on power partners (i.e CPA, mortgage person, attorney)
  • Submit articles educating the group and their prospects about the advantages of investing, retirement plans, etc. (purpose shouldn't be to specifically market your services, but more as a PSA).


Ways to build trust with the Group

  • Visibility - attendance and one-to-ones
  • Punctuality - 15 minutes before the meeting
  • you see who the professionals are
  • expand your network: most guests arrive early
  • Present to the group
  • well prepared = instant credibility
  • memorizing a few 10 minute napkin presentations
  • always know who your ideal client