Ed led a mastermind on referral management, highlighting the importance of CRMs and classifying contacts into A, B, and C categories to identify top referral sources. He shared quick strategies for contacting databases, using memory joggers, and coaching contacts on how to refer effectively. Ed emphasized the need for a strong, memorable value proposition (“gold brick”) to stand out with clients and referral partners. He also discussed lead management, 17-touch client engagement methods, and incorporating charitable events for stronger connections. The session wrapped with guidance on handling buyers wanting to switch agents, stressing credibility, rapport, and broker consultation.

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