Week 29 (April 14 – April 20, 2025)

Introduction

“Good morning, everyone! Today, we’re going to focus on how to gain real traction through One-to-Ones. One-to-Ones are one of the most effective ways to build strong relationships and generate referrals within our Chapter. By getting to know each other’s businesses in more depth, we increase our ability to give and receive valuable referrals.”

Body

“Here are three tips to ensure that your One-to-Ones are productive and lead to stronger connections and more referrals:

1. Share your GAINS Exchange beforehand – Before your One-to-One, send your GAINS (Goals, Accomplishments, Interests, Networks, and Skills) profile to the other Member and request theirs as well. This helps set the stage for a meaningful discussion by giving both parties an understanding of each other’s goals and interests, ensuring the meeting is focused and productive.

2. Ask the right questions – During the One-to-One, ask thoughtful questions that get to the heart of what they need from the Chapter. Some examples might include: ‘What does your ideal referral look like?’ or ‘What challenges are you currently facing in your business?’ The more you know, the better you can help.

3. Follow up with action – After your One-to-One, take immediate action on any promises you made. Whether it’s making an introduction, passing a referral, or sharing a helpful resource, timely follow-up shows that you’re committed to helping them succeed.”

Example

“Let’s say you have a One-to-One with a financial advisor in our Chapter. You learn that their ideal client is a small business owner looking for retirement solutions. After your One-to-One, you remember that a friend of yours owns a small business and may need those services. You follow up by making the introduction, turning a One-to-One into a tangible referral.”

Conclusion

“One-to-Ones are one of the best tools we have for building strong referral partnerships within our Chapter. By sharing your GAINS Exchange beforehand, asking the right questions, and following up with action, we can ensure that our One-to-Ones lead to more referrals and stronger business relationships. Let’s all schedule more One-to-Ones and make them count!”