WEBVTT

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Welcome back to Networking Unleashed, Building

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Profitable Connections, the podcast where we

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unpack the real strategies that turn handshakes

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into opportunity and conversations into clients.

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I'm your host, Michael Forman, and today's episode

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is all about one of the most powerful and often

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misunderstood business growth tools, referrals.

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In the word sales, If the word sales makes you

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want to hide behind your LinkedIn profile, you're

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going to love today's guest. She's built a thriving

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referral -driven business without cold pitching,

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high -pressure tactics, or awkward coffee meetings

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that go nowhere. We're talking about how to earn

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referrals by building trust, delivering value,

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and showing up the right way. So if you're ready

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to grow your business by building relationships

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instead of chasing leads, this one's for you.

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Let's dive in. I want to tell you, my guest today,

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this is all proven technology, right? And this

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is what I talk about all the time. When I go

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into businesses, workshops, it's all about referrals.

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So Jazz, Jazz Joseph, I want to welcome you to

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the podcast. Why don't you introduce yourself

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and give us a little bit about your background?

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Thank you. Yeah, I'm super excited to be here.

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So I spent my career working for big marketing

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agencies, specifically HubSpot, Platinum, Diamond

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partner agencies. And then I started my own business

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about four and a half years ago in January of

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2021. And that business has ebbed and flowed

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in a few different directions over the years.

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Whenever we originally started, we were an agency

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for agencies. So I always used to say working

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in the agency world for years, the shoemaker's

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kids never have shoes. And agency owners spend

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so much time building their clients' businesses

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that they rarely have the time, energy, focus

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to work on their own business. Then in the past

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few years, The market has shifted quite a bit

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with the rise of AI and the decrease of organic

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reach. And so we really started to hone in more

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on sales enablement and sales support. Whenever

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I think about marketing, I always think about

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marketing through a sales and marketing alignment

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lens. I'm very ROI driven. I love to talk numbers,

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revenue with my clients. And so we really have

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morphed into more of a sales enablement agency.

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And now we support businesses of all sizes, aligning

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their sales and marketing, making sure that they

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have full visibility. We are still a HubSpot

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partner agency. So we lean heavily into CRMs

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and tracking. everyone in your CRM, which I know

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we're going to be talking about today, not just

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customers, but also referral partners and networking

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opportunities and everybody that you should be

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keeping in touch with as a business owner. This

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all sounds fantastic because it's right in line

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with what I talk about. So I'm very excited for

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this podcast. Okay, let's dive right into it.

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You've built a referral -driven business without

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leaning on traditional sales tactics. What was

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the turning point that led you down that path?

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Yeah, it's a great question. And one of the reasons

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that I started my own business is because I really

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wanted to be human -centric, right? And so I

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worked in client services for years, account

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management, and I was running these accounts

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at these agencies. And I hated the sales piece

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of that job in the sense that I hated to always

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be nickel and diming my clients, right? Asking

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for more, more, more. Oh, you want to do this

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thing? Actually, it's going to be an additional

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cost. And so when I built my own business, I

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wanted to be really intentional about doing it

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in a way that felt aligned with me and not always

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nickel and diming my clients, but figuring out

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a model that allowed me to really be a fractional

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member of their team and embed. and build those

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strong relationships with them. And so naturally,

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whenever you build a business in that way, referrals

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start to come in. And a lot of what I did in

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the early days of my business and still do today

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was networking. So finding out those groups where

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my target audience would hang out. So whenever

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I was really focused on agency owners, I was

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trying to figure out where are agency owners

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hanging out? What events are they going to? Where

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are they hanging out online? What Slack groups?

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What Facebook group? The list goes on. And then

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down the road, I actually started hosting my

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own events. So I started being that point of

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contact for agency owners to gather and network

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and collaborate. And so that was another great

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way to just continue to boost that referral business.

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That's so you hit on so many points that I don't

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have time to comment on all of them. But it sounds

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like you're going down the right path because

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I am a firm believer that networking is the base

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of all businesses. And if you do it correctly,

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but if you follow up correctly, not just meeting

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the people, but if you follow up correctly, you'll

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have huge success. OK, so. Why do you think so

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many entrepreneurs struggle with asking for referrals

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and how can they make it feel more natural? Yeah,

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it's a great question. I think part of it is

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as an entrepreneur, as a business owner, we spend

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all day every day thinking about our business,

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right? Like your business is your baby. You're

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constantly thinking about it. But you have to

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remember that no one else is thinking about your

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business nearly as much as you are. And so a

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big piece of networking, getting referral business

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is staying top of mind. And I think that can

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be really challenging for a lot of business owners

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because they think to themselves, I already talked

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about my service or I already launched this new

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project or whatever it is for you, right? But

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the truth of the matter is we're all being bombarded

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with information just 24 -7. And people are not

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going to remember what you do unless you have

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a really strong strategy in place to stay top

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of mind with them. So that can mean different

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things for different businesses. Sometimes that

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is picking up the phone and just saying, hey,

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we haven't touched base in a while. I would love

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to hear what you're up to. I would love to share

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what I'm up to. Sometimes that can be more traditional

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marketing channels like email marketing or like

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LinkedIn or Instagram or TikTok, depending on

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your business model. But at the end of the day,

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I think that is a huge mindset shift is. remembering

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that nobody's thinking about your business as

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much as you are. And so it's really important

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that you're staying top of mind and you're regularly

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talking about yourself, not in a salesy way,

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but in a friendly like, hey, reminder, I'm here.

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I'm doing cool stuff. This is what my world looks

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like. Because then when people have a problem,

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you're already top of mind and it's very easy

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for them to. either raise their hand and say,

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hey, I'm ready to work with you or refer somebody

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else and say, hey, if you have this problem,

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here's the person you need to talk to. I agree

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with that all 100%. The only thing that I would

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add to it is when you talk to somebody through

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LinkedIn, through an email, something, you have

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to bring value to that conversation. So if you

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had an article or something, say, hey, look,

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I just read this and I thought you might be interested.

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Have at it, you know, that type of thing. Yeah,

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yeah. That will help them keep you top of mind.

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Say, look, you know what? She really, what I

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do, and she really is thinking about my business.

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So here you are thinking, because as you said,

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we think about our business a whole lot more

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than everybody else. But now you're giving a

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little inside track to say, look, she's thinking

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about my business too. I'm going to remember

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her. So that's a little something. No, that's

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a great call out. Thank you. So what's the difference

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between earning a referral and asking for one?

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And why does that distinction matter? Yeah, it's

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a great question. So I think there is room for

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both, admittedly. So earning a referral happens

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when you are not asking for a referral, but instead,

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like I mentioned, you're staying top of mind

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and people are immediately thinking of you. So

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when a problem arises, somebody says, hey, I

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need HubSpot help. All of the people in my network

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are going, you have to talk to Jazz. Jazz is

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the person to talk to. So that's earning a referral.

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And asking for a referral, I think is okay in

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certain situations, right? We never want to be

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the person who's knocking on everyone's door

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saying, give me business. But I think there are

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appropriate times. For example, whenever you're

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having a catch up or a coffee chat with someone.

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If you can, to your point, Michael, lead with

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value and say, how can I support you? How can

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I help you in your business? Listen, wait for

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their response. See if you can jump in to help.

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And then nine times out of 10, they're going

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to ask you the same question, right? They're

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going to say, how can I support you? And you

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can say, here's what I'm looking for. I have

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some spots open right now. I'm accepting new

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clients. Here's what an ideal client looks like

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for me. Do you know anyone? And when you're leading

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with value and you're also just leading with

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that genuine human, authentic connection, right?

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We're not leading as a salesperson, but we genuinely

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want to help the other person. It makes it a

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lot easier for them to feel comfortable than

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giving you that referral and knowing, okay, if

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I pass this person over to Jazz. Jazz is not

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going to be a sleazy salesperson and immediately

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get on the phone and try and start selling to

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that. She's going to be a genuine human. And

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she's going to say, hey, tell me about you. Tell

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me about your business. Let's chit chat. Let's

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get to know each other. Oh, by the way, I think

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you may be a fit for what I offer. Are you interested?

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Right? That's a very different approach. Absolutely.

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Because we have to go in with the mindset that

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we're a problem solver. Right. They'll have a

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problem and we can solve it. So I say almost

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exactly what you said, but I put a little twist

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on it. I listen to them called active listening.

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I listen to them. I respond to them and I say,

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you know something? I like you. I like how you

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do business. I like what you do. How can I make

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you more successful? How can I be a good referral

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source for you? And so that usually. Blows them

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away. Michael, I don't even know what you do

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yet. Why are you doing this? But that's what's

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going with a giving, not receiving. Going in

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with a servant's heart. You know, saying, look,

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how can I help this person without even them

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knowing what I do? And soon enough, what goes

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around comes around. Okay. Can you walk us through

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what a referral -worthy experience looks like

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in your business model? Yeah, absolutely. It's

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a great question. So my business model is very

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human centric, right? I do consulting. And so

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I'm in the weeds with my clients, right? I'm

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digging into their sales process. I'm meeting

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their team. I'm doing training. I'm deeply understanding

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their revenue goals. And so they have to be able

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to trust me. And that in the same way that I

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lead that way with my clients, I lead that way

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with referral partners. To me, it's all about

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trust. I don't sell a product, right? Click and

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purchase. That's a completely different sales

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cycle. But in the consulting world, it's so human

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driven. It's so connection driven. It's so trust

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driven that however you operate in your sales

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process with prospects, that should depend on

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how you operate with referral partners. And so

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I often lead by sharing the pain points that

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I address. And I think that is something that's

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really important that a lot of people skip out

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on, as opposed to leading with what you do, right?

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I do HubSpot consulting. I come in, I help you

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fix your HubSpot. I don't lead with that. I lead

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with, here are the pain points that my target

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audience is experiencing that I come in and solve

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for them. Because it's much easier for a referral

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partner to identify those pain points than it

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is for them to identify a person who needs the

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service that you offer, right? We all have fancy

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names for our consulting businesses now, right?

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I do operations or I do backend development,

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blah, blah, blah, blah, blah. Most of the time.

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We don't really know what those things mean,

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let's be honest. But we do understand pain points.

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So if you say, I help people whose websites are

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not converting. I help people whose sales and

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marketing teams are arguing with each other.

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I help leaders who need more visibility into

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what their sales team is doing and if they're

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selling. I help marketing leaders determine which

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of their campaigns are driving the strongest

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ROI. Oh, now I can identify. I know people who

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fit that bill. I know people who are struggling

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with that, or I can be out in the world listening

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for people who are struggling with those problems.

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Very good. Very good. And that's a very good

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distinction that it definitely keeps you grounded.

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It keeps you in it so that your client always

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will think of you. without even thinking of you.

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They have a problem, go, oh, I have to go to

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JS for that. Or I can give JS a call and it's

00:14:44.529 --> 00:14:46.529
not going to cost me anything, but to just give

00:14:46.529 --> 00:14:49.009
me some advice. So that's the kind of consulting

00:14:49.009 --> 00:14:52.350
that we all look for. How do you keep yourself

00:14:52.350 --> 00:14:55.610
top of mind in your network without sounding

00:14:55.610 --> 00:14:59.250
like you're constantly promoting something? Yeah,

00:14:59.289 --> 00:15:04.259
great question. So I think that it's twofold.

00:15:04.360 --> 00:15:08.259
One is being super passionate about what you

00:15:08.259 --> 00:15:10.580
do. And I think when you're super passionate,

00:15:10.720 --> 00:15:13.899
that passion just shines through. And going hand

00:15:13.899 --> 00:15:17.919
in hand with that is storytelling. So I really

00:15:17.919 --> 00:15:21.580
challenge myself at the end of every day to look

00:15:21.580 --> 00:15:24.460
at my calendar and think about what did I do

00:15:24.460 --> 00:15:28.159
today that feels like a good story that I can

00:15:28.159 --> 00:15:31.679
use to stay top of mind. So for example, if I

00:15:31.679 --> 00:15:34.110
had a client call, and they came to me with a

00:15:34.110 --> 00:15:37.549
very specific problem. That's a story that I

00:15:37.549 --> 00:15:41.190
can then tell via a LinkedIn post, via an email

00:15:41.190 --> 00:15:43.789
newsletter, in a networking call that I have

00:15:43.789 --> 00:15:47.070
next week, whatever it is, that doesn't make

00:15:47.070 --> 00:15:49.450
me sound salesy, right? Because I'm not leading

00:15:49.450 --> 00:15:51.570
with, hey, let me tell you about the services

00:15:51.570 --> 00:15:54.350
I offer. But instead, I'm telling a story like,

00:15:54.429 --> 00:15:56.830
hey, listen to how interesting this is. A client

00:15:56.830 --> 00:16:00.690
came to me, they had XYZ problem. And at first,

00:16:00.690 --> 00:16:02.769
we thought maybe we should do this, but then

00:16:02.769 --> 00:16:05.009
we tried it out and it didn't work. And here's

00:16:05.009 --> 00:16:07.269
what actually worked for them. And here's how

00:16:07.269 --> 00:16:09.309
it moved the needle. And here's the results that

00:16:09.309 --> 00:16:12.490
they saw. And that's a really tangible story

00:16:12.490 --> 00:16:15.370
that allows my passion to bleed through, that

00:16:15.370 --> 00:16:17.769
allows you to understand the problem and the

00:16:17.769 --> 00:16:21.690
solution without me explicitly saying, hey, if

00:16:21.690 --> 00:16:23.809
you know somebody with this problem, please send

00:16:23.809 --> 00:16:25.370
them to me because I would love to work with

00:16:25.370 --> 00:16:29.580
them. That's absolutely the best way to do it

00:16:29.580 --> 00:16:33.000
because I know when I go on stages and I talk

00:16:33.000 --> 00:16:38.659
in workshops, stories resonate with people. People

00:16:38.659 --> 00:16:42.480
will remember the story above and beyond what

00:16:42.480 --> 00:16:45.240
you're trying to teach them. So if you can bring

00:16:45.240 --> 00:16:48.559
that story in, they'll say, oh, I have the same

00:16:48.559 --> 00:16:51.600
problem. I have the same pain point. And that

00:16:51.600 --> 00:16:55.570
will draw them in that much faster. Okay. What

00:16:55.570 --> 00:16:58.950
advice would you give to someone who is new in

00:16:58.950 --> 00:17:01.789
business and doesn't yet have a strong referral

00:17:01.789 --> 00:17:06.269
base and where do they start? Yeah, great question.

00:17:06.750 --> 00:17:10.190
My biggest advice to people who are new in business

00:17:10.190 --> 00:17:14.869
is to start with a CRM. And the reason I say

00:17:14.869 --> 00:17:17.150
that is because when you are new in business.

00:17:17.759 --> 00:17:21.660
People love to help you, right? Everybody is

00:17:21.660 --> 00:17:24.160
willing to give you some time, give you some

00:17:24.160 --> 00:17:27.279
advice, have a quick coffee chat with you. And

00:17:27.279 --> 00:17:30.140
all of those people that you're collecting are

00:17:30.140 --> 00:17:32.920
now invested in your growth and they want to

00:17:32.920 --> 00:17:36.099
see you succeed. And you need to stay in touch

00:17:36.099 --> 00:17:38.480
with them. But it's so easy as you're building

00:17:38.480 --> 00:17:41.019
a business to forget about those people, let

00:17:41.019 --> 00:17:42.940
them fall through the cracks. Maybe you remember

00:17:42.940 --> 00:17:45.380
them, but you don't remember exactly what you

00:17:45.380 --> 00:17:48.829
talked with them about. And if you have a CRM,

00:17:48.849 --> 00:17:51.829
it's really easy for you to keep track of all

00:17:51.829 --> 00:17:54.730
of those people, take notes about what you talked

00:17:54.730 --> 00:17:58.150
about, even set yourself tasks maybe in a month

00:17:58.150 --> 00:18:00.930
or three months down the road to follow up with

00:18:00.930 --> 00:18:03.509
them and give them an update and ask what they're

00:18:03.509 --> 00:18:07.490
up to and continue that conversation with them.

00:18:08.089 --> 00:18:10.509
So if you're able to build that really strong

00:18:10.509 --> 00:18:13.309
foundation from the beginning with a CRM and

00:18:13.309 --> 00:18:17.490
stay organized in that way, you can go just so

00:18:17.490 --> 00:18:20.990
much farther because there's people that honestly

00:18:20.990 --> 00:18:24.109
right now as a four and a half year business

00:18:24.109 --> 00:18:26.829
owner. probably wouldn't give me the time of

00:18:26.829 --> 00:18:30.069
day. But whenever I was starting out, people

00:18:30.069 --> 00:18:32.289
are just so much more likely to help you, right?

00:18:32.390 --> 00:18:34.789
They want to see you succeed. They want to give

00:18:34.789 --> 00:18:38.289
you that wisdom and impart some of what they've

00:18:38.289 --> 00:18:41.369
learned onto you. And so capture those people

00:18:41.369 --> 00:18:44.130
while you're young and fresh and new, and then

00:18:44.130 --> 00:18:46.009
take them on this journey with you as you're

00:18:46.009 --> 00:18:50.430
building your business. I agree. Part of my presentation

00:18:50.430 --> 00:18:54.809
is using a CRM. I happen to be a HubSpot user,

00:18:55.029 --> 00:18:57.990
have been for about three years. So when you'd

00:18:57.990 --> 00:19:00.869
mentioned the tasks and keeping up and the notes

00:19:00.869 --> 00:19:03.150
and everything, I'm like, that's what I do every

00:19:03.150 --> 00:19:05.230
day. You know, the first thing I do, I look at

00:19:05.230 --> 00:19:08.549
my tasks for the day, I accomplish them, and

00:19:08.549 --> 00:19:10.809
then I can move on and do new business. But I

00:19:10.809 --> 00:19:15.009
look at my tasks. So I can't agree more for using

00:19:15.009 --> 00:19:18.170
a CRM. And of course, I don't get any money out

00:19:18.170 --> 00:19:23.509
of it. but use HubSpot. Okay. Have you ever received

00:19:23.509 --> 00:19:27.529
a referral that completely surprised you? And

00:19:27.529 --> 00:19:32.730
what do you think made it happen? Yes, all the

00:19:32.730 --> 00:19:37.079
time. And I think most of my really surprising

00:19:37.079 --> 00:19:40.039
referrals will come from my LinkedIn presence.

00:19:40.200 --> 00:19:43.660
So I am very active posting on my personal LinkedIn.

00:19:43.960 --> 00:19:47.119
And what I have found over the years is that

00:19:47.119 --> 00:19:50.240
a lot of people are lurking on LinkedIn. So they

00:19:50.240 --> 00:19:53.140
never like a post. They never comment. They never

00:19:53.140 --> 00:19:56.160
share. And so I don't even know that they're

00:19:56.160 --> 00:19:58.519
reading my posts. I don't know that they're engaging

00:19:58.519 --> 00:20:02.150
with my content. But all of a sudden... a lead

00:20:02.150 --> 00:20:05.069
will come through and they will say the most

00:20:05.069 --> 00:20:07.910
random thing to me. Hey, one of your professors

00:20:07.910 --> 00:20:11.089
from whenever you were in college is my wife

00:20:11.089 --> 00:20:13.390
and she's been seeing your LinkedIn presence

00:20:13.390 --> 00:20:18.069
and I thought that I could use you. Hey, we haven't

00:20:18.069 --> 00:20:21.650
talked in 10 plus years, but I see you on LinkedIn.

00:20:21.690 --> 00:20:24.750
I know exactly what you do. I know the pain points

00:20:24.750 --> 00:20:27.490
that you help people with and I'm struggling

00:20:27.490 --> 00:20:30.789
with that. And so I want to work with you. And

00:20:30.789 --> 00:20:33.750
so again, like so much of it is staying top of

00:20:33.750 --> 00:20:36.829
mind and it can feel like a slog because you

00:20:36.829 --> 00:20:39.210
think nobody's reading these posts. I'm not getting

00:20:39.210 --> 00:20:41.990
the engagement. The same four people comment

00:20:41.990 --> 00:20:44.430
on every single one of my posts and they're my

00:20:44.430 --> 00:20:46.369
friends and I know that they already know what

00:20:46.369 --> 00:20:49.109
I'm doing. But the truth of the matter is there

00:20:49.109 --> 00:20:51.369
are so many people lurking in the background

00:20:51.369 --> 00:20:55.349
that are not going to engage until they have

00:20:55.349 --> 00:20:57.509
a problem or they know someone with a problem.

00:20:57.799 --> 00:20:59.720
And then they're going to pop their head up and

00:20:59.720 --> 00:21:03.220
say, hey, I'm ready to talk to you. I know the

00:21:03.220 --> 00:21:07.559
feeling. I post on LinkedIn. That's what I consider

00:21:07.559 --> 00:21:11.380
the business site of social media. I post on

00:21:11.380 --> 00:21:14.119
there probably twice a day, five days a week.

00:21:14.460 --> 00:21:18.059
And I guess about seven months had passed. And

00:21:18.059 --> 00:21:20.400
I got a LinkedIn message from an event planner.

00:21:21.039 --> 00:21:24.799
Like we were talking every day. I'm like, who

00:21:24.799 --> 00:21:28.069
are you? I didn't. Write that. And she just said,

00:21:28.109 --> 00:21:29.869
would you be interested in talking and doing

00:21:29.869 --> 00:21:32.769
this and speaking? It's a short plane ride and

00:21:32.769 --> 00:21:36.630
so on and so forth. But you're right. They're

00:21:36.630 --> 00:21:39.430
lurking in the background, just seeing what your

00:21:39.430 --> 00:21:42.950
next post would be. And they realize that they

00:21:42.950 --> 00:21:46.329
can use you. Exactly. And Michael, that's such

00:21:46.329 --> 00:21:49.309
a testament to to the tone and style of your

00:21:49.309 --> 00:21:52.029
post that people feel comfortable starting that

00:21:52.029 --> 00:21:54.349
conversation with you as if they know you as

00:21:54.349 --> 00:21:56.930
if they've been talking to you forever. And I

00:21:56.930 --> 00:22:00.089
would encourage our listeners to to think in

00:22:00.089 --> 00:22:02.970
a similar way of how can you feel friendly? How

00:22:02.970 --> 00:22:05.650
can you feel approachable? Yes, LinkedIn is a

00:22:05.650 --> 00:22:07.710
professional network. But at the end of the day,

00:22:07.710 --> 00:22:10.130
we're all humans doing business with other humans.

00:22:10.450 --> 00:22:13.210
So if you can make yourself come across in a

00:22:13.210 --> 00:22:16.869
way. that feels very warm and open, people are

00:22:16.869 --> 00:22:19.569
more likely to reach out to you and feel like

00:22:19.569 --> 00:22:22.509
they can approach you with questions or opportunities

00:22:22.509 --> 00:22:25.670
or problems or things that they want to loop

00:22:25.670 --> 00:22:29.410
you in on. I'm absolutely right. One of the things

00:22:29.410 --> 00:22:33.430
I had to remind people is that digital world

00:22:33.430 --> 00:22:36.930
and person -to -person world, right? The digital

00:22:36.930 --> 00:22:40.750
world, Zoom, this is great, but I have to remember

00:22:40.750 --> 00:22:45.190
that Jazz Joseph is a person and that I'm talking

00:22:45.190 --> 00:22:48.009
to a person. So you have the same things, but

00:22:48.009 --> 00:22:50.730
through Zoom, but you still have to follow the

00:22:50.730 --> 00:22:54.990
same rules as person -to -person networking.

00:22:55.349 --> 00:22:58.730
When I say rules, I just mean that comfort feeling.

00:22:59.109 --> 00:23:04.630
Okay, so systems or habits do you use to track,

00:23:04.789 --> 00:23:07.109
nurture, and deepen your referral relationships

00:23:07.109 --> 00:23:10.069
over time? I think I know the answer to this,

00:23:10.109 --> 00:23:14.579
but... Go ahead. Yes. I mean, we're back to HubSpot.

00:23:14.579 --> 00:23:17.920
It really, it's that all -in -one tool. And honestly,

00:23:18.119 --> 00:23:21.119
for anybody listening who is just starting out,

00:23:21.259 --> 00:23:25.259
the free HubSpot CRM is super powerful in and

00:23:25.259 --> 00:23:28.599
of itself. You don't need to onboard to like

00:23:28.599 --> 00:23:31.460
these really expensive tiers right away. The

00:23:31.460 --> 00:23:33.440
nice thing about HubSpot is that it will grow

00:23:33.440 --> 00:23:35.720
with you. But I have clients that have been on

00:23:35.720 --> 00:23:38.400
the free version for years and years. And it's

00:23:38.400 --> 00:23:41.339
a very, very... functional CRM. It gets you where

00:23:41.339 --> 00:23:43.900
you need to be. So yeah, as far as nurturing

00:23:43.900 --> 00:23:47.579
and keeping in touch with people, like I mentioned,

00:23:47.640 --> 00:23:50.859
I use tasks a lot. Depending on what level of

00:23:50.859 --> 00:23:53.240
HubSpot you're in, you can use sequences. You

00:23:53.240 --> 00:23:57.200
can enroll people in automated emails that feel

00:23:57.200 --> 00:24:01.769
very one -to -one. so that you can just be nurturing

00:24:01.769 --> 00:24:04.289
these people in the background. And so they don't

00:24:04.289 --> 00:24:06.170
fall through the cracks. You don't forget about

00:24:06.170 --> 00:24:09.470
them. And as soon as they respond, that lands

00:24:09.470 --> 00:24:11.809
in your inbox and then you take over. So it's

00:24:11.809 --> 00:24:15.529
not all automated. It's just that first message

00:24:15.529 --> 00:24:18.390
in the background is automated again. So you

00:24:18.390 --> 00:24:19.930
don't forget about them so they don't fall through

00:24:19.930 --> 00:24:22.809
the cracks, but then you can take over as a real

00:24:22.809 --> 00:24:25.150
human and start having those conversations and

00:24:25.150 --> 00:24:28.130
booking those meetings. So it's nice to really

00:24:28.130 --> 00:24:31.130
pair. the two. A lot of times whenever I talk

00:24:31.130 --> 00:24:33.990
about automation, people get very sheepish and

00:24:33.990 --> 00:24:36.589
they think, oh no, I could never do that because

00:24:36.589 --> 00:24:39.690
I have a very human -centric business and people

00:24:39.690 --> 00:24:41.710
are going to know and I don't want to come across

00:24:41.710 --> 00:24:44.609
sounding like a robot. But there's a beautiful

00:24:44.609 --> 00:24:48.150
way that you can pair the two because as a human,

00:24:48.230 --> 00:24:51.089
you're limited in your capabilities, right? It's

00:24:51.089 --> 00:24:53.230
easy to forget about people. It's easy to get

00:24:53.230 --> 00:24:56.269
busy. It's easy to let your nurturing strategy

00:24:56.269 --> 00:24:58.630
or your networking strategy fall to the wayside

00:24:58.630 --> 00:25:01.849
when client work comes into play. But if you're

00:25:01.849 --> 00:25:04.529
pairing that with the tools and systems in the

00:25:04.529 --> 00:25:07.869
background, then you know that's taken care of,

00:25:07.869 --> 00:25:10.750
that's working for you, and then you can jump

00:25:10.750 --> 00:25:13.609
in when it's necessary to have that human touchpoint.

00:25:14.630 --> 00:25:18.289
Absolutely. Always keeping that human touchpoint

00:25:18.289 --> 00:25:21.789
with you, available, just it's separating you

00:25:21.789 --> 00:25:26.410
from AI. And if you do that, people can really...

00:25:27.539 --> 00:25:30.660
Notice that. There's a way to tell if you see

00:25:30.660 --> 00:25:33.079
an article or something, if it's AI written.

00:25:33.240 --> 00:25:35.980
There are certain buzzwords, right? But you have

00:25:35.980 --> 00:25:39.460
to keep it more human, more personal. And even

00:25:39.460 --> 00:25:43.660
with the advent of AI, I still think this is

00:25:43.660 --> 00:25:46.940
much more important. It's more important. When

00:25:46.940 --> 00:25:50.160
you walk into a networking event, you like to

00:25:50.160 --> 00:25:52.859
feel the vibe of the room. You like to feel the

00:25:52.859 --> 00:25:55.200
vibe of the person you're talking to. That's

00:25:55.200 --> 00:25:58.670
so important. And keeping in touch with everything

00:25:58.670 --> 00:26:00.569
that you've been talking about, that becomes

00:26:00.569 --> 00:26:03.950
very, very important. Okay. How do you handle

00:26:03.950 --> 00:26:07.509
referrals that aren't a good fit without damaging

00:26:07.509 --> 00:26:10.690
the relationship with the person who sent them

00:26:10.690 --> 00:26:14.730
your way? Yeah. So this is what's so beautiful

00:26:14.730 --> 00:26:19.210
about referrals is that as much as you want to

00:26:19.210 --> 00:26:21.390
be getting referrals, you should also be giving

00:26:21.390 --> 00:26:25.500
referrals. And so I keep a list of People who

00:26:25.500 --> 00:26:28.759
work in a similar space to me, but slightly different,

00:26:28.940 --> 00:26:31.680
right? So people who work with maybe clients

00:26:31.680 --> 00:26:34.740
that are B2C. I mostly play in the B2B world.

00:26:35.039 --> 00:26:37.279
People who work with clients that are a little

00:26:37.279 --> 00:26:39.660
smaller than what I would like to work with.

00:26:39.680 --> 00:26:42.539
Or the flip side, people that work with big enterprise

00:26:42.539 --> 00:26:44.859
companies that I just don't have the manpower

00:26:44.859 --> 00:26:49.839
to handle. So I keep lists of... people who work

00:26:49.839 --> 00:26:53.400
in adjacent spaces to me that I trust. And then

00:26:53.400 --> 00:26:58.059
I can send business to them and or partner with

00:26:58.059 --> 00:27:00.319
them. A lot of times we can come in and we can

00:27:00.319 --> 00:27:03.880
work together on a project. But the more that

00:27:03.880 --> 00:27:07.240
you send business to someone, again, the more

00:27:07.240 --> 00:27:09.880
you stay top of mind and the more they're willing

00:27:09.880 --> 00:27:13.160
to send that business back to you. And so I've

00:27:13.160 --> 00:27:15.180
made some really great partnerships throughout

00:27:15.180 --> 00:27:17.160
the years, like I said, with people who work

00:27:17.160 --> 00:27:19.420
in an adjacent space, like HubSpot developers.

00:27:20.019 --> 00:27:23.150
I have a HubSpot developer. And that's all they

00:27:23.150 --> 00:27:26.289
do is build websites on HubSpot. That's not really

00:27:26.289 --> 00:27:28.990
where I live. I live more in the sales and marketing

00:27:28.990 --> 00:27:32.329
automation space. But of course, there's overlap.

00:27:32.650 --> 00:27:34.869
And so anytime my clients have a development

00:27:34.869 --> 00:27:37.329
need, I'm saying, hey, you have to talk to this

00:27:37.329 --> 00:27:40.130
guy. Anytime his clients have sales and marketing

00:27:40.130 --> 00:27:42.190
automation needs, he's saying, hey, you have

00:27:42.190 --> 00:27:44.630
to talk to Jazz. And we've built this really

00:27:44.630 --> 00:27:47.069
beautiful partnership over the years. And I know

00:27:47.069 --> 00:27:50.029
I can trust him. So any prospects or clients

00:27:50.029 --> 00:27:53.049
that come to me and need that help. I feel really

00:27:53.049 --> 00:27:56.329
confident referring to him and vice versa. So

00:27:56.329 --> 00:27:58.950
I would challenge you to build your network,

00:27:59.069 --> 00:28:03.309
not just of potential clients, but of also collaborators,

00:28:03.369 --> 00:28:05.950
because that's going to help you go farther as

00:28:05.950 --> 00:28:10.309
well. Absolutely. Absolutely. Before I ask you

00:28:10.309 --> 00:28:13.670
the last question, I ask all of my guests this

00:28:13.670 --> 00:28:17.630
very same thing. You've had quite an extensive

00:28:17.630 --> 00:28:21.049
background. Four and a half years ago, You decided

00:28:21.049 --> 00:28:25.190
to go out on your own. What major mistake have

00:28:25.190 --> 00:28:30.470
you made and how have you turned it around? Yeah,

00:28:30.470 --> 00:28:33.430
it's a great question. It's so hard because I

00:28:33.430 --> 00:28:36.049
think in hindsight, we look back on our mistakes

00:28:36.049 --> 00:28:38.289
and we realize how much we've learned from them.

00:28:38.410 --> 00:28:40.329
And so I don't even want to call them mistakes

00:28:40.329 --> 00:28:43.710
anymore. But so I alluded to it a little bit

00:28:43.710 --> 00:28:48.079
at the beginning of our call. I for a while was

00:28:48.079 --> 00:28:51.400
hosting networking events for my target audience

00:28:51.400 --> 00:28:54.059
and that was a really awesome way for me to build

00:28:54.059 --> 00:28:56.880
my pipeline and get my name out there and I was

00:28:56.880 --> 00:28:58.880
really enjoying them and the people that were

00:28:58.880 --> 00:29:01.799
attending were really enjoying them as well and

00:29:01.799 --> 00:29:03.980
I was enjoying them so much so that I thought

00:29:03.980 --> 00:29:06.500
why don't I start a second business that is a

00:29:06.500 --> 00:29:10.509
networking group. And so I put so much time and

00:29:10.509 --> 00:29:13.170
energy into building this networking group. And

00:29:13.170 --> 00:29:15.650
I'll tell you, a lot of people do it successfully.

00:29:15.829 --> 00:29:20.130
But I found that selling memberships to an online

00:29:20.130 --> 00:29:22.309
networking group was one of the most challenging

00:29:22.309 --> 00:29:25.710
things I've ever done. And it was very low cost,

00:29:25.869 --> 00:29:28.250
but it was just really challenging. And it was

00:29:28.250 --> 00:29:30.789
peak COVID times. I think there was a lot of

00:29:30.789 --> 00:29:33.690
Zoom fatigue and online networking fatigue going

00:29:33.690 --> 00:29:36.829
on. But we built this group. We ran it for two

00:29:36.829 --> 00:29:40.690
years. And retention was amazing. And our members

00:29:40.690 --> 00:29:43.849
absolutely loved it. But recruitment was such

00:29:43.849 --> 00:29:46.049
a slog. And it was really hard for us to get

00:29:46.049 --> 00:29:49.779
new members. And at the end of the day, I had

00:29:49.779 --> 00:29:52.019
to have some really hard conversations with myself

00:29:52.019 --> 00:29:55.160
and with my team to say, hey, this business is

00:29:55.160 --> 00:29:57.640
not profitable. It's basically breaking even.

00:29:58.039 --> 00:30:00.799
And we have these members who absolutely love

00:30:00.799 --> 00:30:03.799
it. And it's really hard for me to make the decision

00:30:03.799 --> 00:30:06.400
to shut this down because I know they're going

00:30:06.400 --> 00:30:08.640
to be so upset. But I have to think about my

00:30:08.640 --> 00:30:11.319
own time and energy and all that we've been putting

00:30:11.319 --> 00:30:15.140
into this. And so after two years, we had to

00:30:15.140 --> 00:30:17.940
sunset the network and it was. bittersweet, but

00:30:17.940 --> 00:30:21.019
I would say that was one of the biggest quote

00:30:21.019 --> 00:30:23.539
unquote mistakes. But like I said, I learned

00:30:23.539 --> 00:30:26.019
so much from it. There was a lot of mindset shifts

00:30:26.019 --> 00:30:28.160
and growth that had to happen throughout that

00:30:28.160 --> 00:30:31.380
time. But yeah, that's, that would probably be

00:30:31.380 --> 00:30:35.500
my number one. You can't grow unless you have

00:30:35.500 --> 00:30:38.559
mistakes, right? Listen, you've been in business

00:30:38.559 --> 00:30:41.720
for four and a half years. You know that, Hey,

00:30:41.779 --> 00:30:45.490
look, I'm in business. I'm in business. I'm almost

00:30:45.490 --> 00:30:48.849
out of business. What do I do? Oh, I got another

00:30:48.849 --> 00:30:51.390
client. It's going to keep me afloat. Oh, I'm

00:30:51.390 --> 00:30:53.369
out of business. You know, it's going to go up

00:30:53.369 --> 00:30:55.569
and down like that until you get all the way

00:30:55.569 --> 00:31:00.470
up and it'll serve itself. Okay. Bring this podcast

00:31:00.470 --> 00:31:03.970
full circle. If someone listening wants to shift

00:31:03.970 --> 00:31:08.869
from a sales heavy model to a referral focused

00:31:08.869 --> 00:31:12.230
one, what's the first thing you'd have them change?

00:31:13.680 --> 00:31:17.039
Yeah, I would say the biggest thing that you

00:31:17.039 --> 00:31:20.980
need to change is number one, your messaging.

00:31:21.380 --> 00:31:24.240
And the best way to change your messaging is

00:31:24.240 --> 00:31:27.099
just getting yourself out there and just speaking

00:31:27.099 --> 00:31:30.720
to people. So you heard me give my little spiel

00:31:30.720 --> 00:31:32.720
at the beginning of this podcast where I said.

00:31:33.359 --> 00:31:35.740
Agency owners, the shoe bankers kids never have

00:31:35.740 --> 00:31:39.039
shoes, and agency owners spend so much time building

00:31:39.039 --> 00:31:41.119
their clients' businesses that they rarely have

00:31:41.119 --> 00:31:43.319
the time, energy, or focus to work on their own

00:31:43.319 --> 00:31:47.849
business. It took me... months to figure out

00:31:47.849 --> 00:31:51.089
that's what I needed to say to get the head nods

00:31:51.089 --> 00:31:54.890
from people and that is the best way is just

00:31:54.890 --> 00:31:58.829
go talk to a bunch of people and really pay attention

00:31:58.829 --> 00:32:01.750
to the language that they are using when they

00:32:01.750 --> 00:32:04.670
talk about their problems and figure out how

00:32:04.670 --> 00:32:08.170
you can repeat that messaging back to them and

00:32:08.170 --> 00:32:10.329
once you get to a place where you start talking

00:32:10.329 --> 00:32:12.990
about your business and you get that Oh yeah,

00:32:13.150 --> 00:32:16.369
I've been there. I totally agree head on from

00:32:16.369 --> 00:32:19.490
people. That's when you know you've hit the nail

00:32:19.490 --> 00:32:21.750
on the head. You've identified that problem.

00:32:22.230 --> 00:32:26.130
And once you have a really solid problem that

00:32:26.130 --> 00:32:29.009
you can solve for people, that pain point, that's

00:32:29.009 --> 00:32:32.880
when the referrals just start flowing in. Jess,

00:32:32.960 --> 00:32:35.539
I want to tell you, this was a great podcast.

00:32:36.019 --> 00:32:39.740
You are in such in line with what I talk about,

00:32:39.779 --> 00:32:42.460
what I speak about, and what I firmly believe

00:32:42.460 --> 00:32:45.920
in. If somebody wants to get hold of you, either

00:32:45.920 --> 00:32:48.640
for coaching or to hire you as a consultant or

00:32:48.640 --> 00:32:50.519
whatever, what's the best way for them to get

00:32:50.519 --> 00:32:55.059
hold of you? Yeah, so you can visit J -A -S -Z

00:32:55.059 --> 00:32:59.720
-R -A -E .com. That's jazzray .com. Or you can

00:32:59.720 --> 00:33:02.799
find me on LinkedIn, Jazz Ray Joseph. And I would

00:33:02.799 --> 00:33:06.440
love to connect in either place. Fantastic. Jazz,

00:33:06.680 --> 00:33:09.099
thank you so much for coming on to the podcast.

00:33:09.420 --> 00:33:12.859
And I hope to see you soon. Amazing. Thank you

00:33:12.859 --> 00:33:14.880
so much for having me. This was a great conversation.

00:33:15.079 --> 00:33:21.279
I'm happy we got a chance to do it. Well. Hold

00:33:21.279 --> 00:33:24.480
on, folks. Don't go anywhere. Let's hear from

00:33:24.480 --> 00:33:27.880
our sponsors. David Neal, co -founder Revved

00:33:27.880 --> 00:33:31.400
Up Kids. Revved Up Kids is on a mission to protect

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children and teens from sexual abuse, exploitation,

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and trafficking. They provide prevention training

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programs for children, teens, and adults. To

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learn more, go to revvedupkids .org. Henry Kaplan,

00:33:47.119 --> 00:33:50.160
Century 21. When it comes to making the biggest

00:33:50.160 --> 00:33:53.160
financial decision of your life, leave it in

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the hands of a proven professional, Henry Kaplan.

00:33:56.240 --> 00:33:59.500
Henry is a global real estate agent with Century

00:33:59.500 --> 00:34:03.960
21, celebrating his 41st year in business. No

00:34:03.960 --> 00:34:06.400
matter where you're moving, Henry has the right

00:34:06.400 --> 00:34:09.940
connections for you. You can contact Henry at

00:34:09.940 --> 00:34:16.300
561 -427 -4888. A huge thank you to our guests

00:34:16.300 --> 00:34:20.079
for sharing such... insights today. And of course,

00:34:20.079 --> 00:34:23.019
a big shout out to you, our amazing listeners,

00:34:23.219 --> 00:34:25.940
for tuning in and spending your time with us.

00:34:26.199 --> 00:34:29.500
If you're interested in my digital courses, being

00:34:29.500 --> 00:34:32.239
coached or having me come and talk to your company,

00:34:32.480 --> 00:34:35.900
just go to Michael and fill out the request form.

00:34:36.440 --> 00:34:39.719
Remember, networking isn't about being perfect.

00:34:39.920 --> 00:34:43.000
It's about being present. So take what you've

00:34:43.000 --> 00:34:45.840
learned today, get out there and make some meaningful

00:34:45.840 --> 00:34:48.789
connections. If you've enjoyed this episode,

00:34:48.989 --> 00:34:51.949
please don't forget to subscribe. Leave us a

00:34:51.949 --> 00:34:54.550
review and share it with someone who could use

00:34:54.550 --> 00:34:57.690
a little networking inspiration. Let's keep the

00:34:57.690 --> 00:35:00.690
conversation going. You can find me on Apple,

00:35:00.809 --> 00:35:05.650
Spotify, Pandora, YouTube, or my website, foreman

00:35:05.650 --> 00:35:08.050
.com slash podcasts.
