5 Steps to Building an Inner Circle
Win referrals by cultivating an inner circle of allied resources.
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Prepare a list that includes loyal contacts, including prospects, partners, vendors, local practitioners, and practitioners you know outside your area.
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Make systematic personal contact through direct mail, newsletters, phone calls, drop-ins, lunches, or parties.
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Follow up with special communications, such as handwritten notes, gifts, or endorsement letters from third parties.
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Develop customer loyalty with great service, a caring attitude, and good communication.
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Implement a client-appreciation program that demonstrates you go the extra mile every month.
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Posted Apr 5, 2026, 3:01 AM UTC
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