Maximizing Membership Masterclass Resources

Legends of San Francisco 14! Let’s say Michelle Lee wants to refer an immigration matter. She refers it to Scott Hershenson. His response: thanks but I’m on vacation. Saja might be interested. Reach out to her. So Michelle contacts me, it’s a good fit, and I get the referral. Super important: at least three testimonials…

Legends of San Francisco 14, If someone asks you to make a referral, don’t just flick a name at them! Invest the 5 – 10 minutes it takes to do some matchmaking. And if someone asks you for a referral for something that’s entirely outside your area of expertise, help them find the right person.…

Legends,   Even though I’ve already emailed you today, I couldn’t help sharing this.  I attended PV BALAW (Bay Area Lawyers Affinity Group) yesterday. I’ve gotten two referrals from attorneys who were there! One from SF4’s Loren Schwartz, and one from SF13’s Ryan Stahl (a coworker of our John Lough).  And I’ve never even troikaed with either Loren or Ryan  Reason #1…

Legends of SF14,  Below is from a post Provisors Regional Director for South Florida, Erika Buenaventura, just posted re affinity groups. I mentioned at yesterday’s home group meeting Barry Cohn (Westlake 5), who has been a PV member since 2015.  He’s received zero referrals from his home group over the last four years Most his referrals come from affinity groups…

Legends of SF14, As our co-GLA and Magician of our monthly Maximizing Membership Masterclass (MMM), Leo Manzione recently asked me to add to the onboarding checklist for new SF14 members the following piece of advice: During troikas, don’t ask people what they do. Why not? Because “what do you do?” signals that I couldn’t be…

Legends of San Francisco 14, I’ve been sharing with you networking tips since we launched four years ago. This is the first time I ever encourage you to carefully read a networking tip, re-read it often, make it your mantra, and let it sink in to your soul 😌 The wrong way to think of…

Legends of San Francisco 14, I was clearing my desk and saw the attached photo list from when I guested at Santa Rosa 1 earlier this month. Whether guesting IRL or virtually I always have the meeting’s photo list in front of me.   I write down notes on: ⭐️ What folks do. Not necessarily…