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Referrals Done Right

Referrals Done Right

De: Scott Grates
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The Secret to Creating Infinite Opportunities to Grow Your Small Business. Hosted by Scott Grates.

© 2025 Referrals Done Right
Ciencias Sociales Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • #94 - From Burnout to Balance with Danielle Adams
    Jun 12 2025

    In this episode, Scott sits down with Danielle Adams—a powerhouse productivity strategist and executive operations expert—on a mission to help overworked entrepreneurs reclaim their time without sacrificing income or impact. If you’ve been feeling stuck, scattered, or burnt out, this conversation offers clarity, structure, and real hope.

    ✨ What you’ll learn:

    • Why hustle fatigue is real—and how to reconnect with your deeper “why” to find fulfillment again
    • The difference between rest and escape, and why knowing yourself is the key to recharging
    • How to stop being the bottleneck in your business by building systems that run without you
    • Why being productive isn’t about doing more—it’s about doing what matters most
    • What Danielle means by “schedule the life you want,” and how to start doing it today

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    If you’re ready to finally scale your business and protect your peace, Danielle has the blueprint.


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    Episode Markers:
    (0:00) -


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    Scott Grates' Links:
    Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com
    Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
    Insurance Agency Optimization - https://www.agencyoptimization.com
    Scott Grates Website - https://www.scottgrates.com
    Love Living Local - https://www.instagram.com/lovelivinglocal315
    Scott's FB - https://www.facebook.com/scott.grates.1
    Instagram - https://www.instagram.com/scottgrates
    TikTok - https://www.tiktok.com/@scott.grates

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    Danielle's Links:
    IG - https://www.instagram.com/thedanielleadams
    Website - www.divineinsp.com

    Más Menos
    37 m
  • #93 - How Culture, Consistency, and Community Built Coach P with David Peterson
    May 30 2025

    David Peterson—better known as Coach P—joins Scott to unpack how a Zoom call born out of pandemic necessity exploded into a powerful coaching movement that's reshaped the way agents grow, lead, and connect. In this candid conversation, David reflects on the growth of Coach P, the power of community, and why culture—not commissions—is what drives real results.


    🔥 What you’ll learn:

    • How a makeshift virtual meeting during COVID became one of the most impactful coaching platforms in the industry
    • Why creating a culture of love, trust, and recognition is David’s #1 job as a leader
    • How Coach P is using AI, video libraries, and real-time roleplay to build better teams
    • Why some agents thrive—and others burn out—even when given the same tools
    • How David uses hugs, trips, and leaderboard motivation to build deep, lasting relationships with his people


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    Whether you're leading a team, building an agency, or just trying to level up, this episode is a masterclass in leadership with heart.


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    Episode Markers:
    (0:00) - Scott's Intro
    (0:55) - How Coach P Started: From COVID Calls to Coaching Movement
    (2:35) - Evolution: Building Structure, Incorporating Team Voices, and Using AI
    (4:30) - Community, Connection & the Power of the Leaderboard
    (7:25) - The Most Fulfilling Moments of the Journey
    (8:20) - The Frustration of Wanting Success More Than Others Do
    (10:30) - Best Practices for New Members of Coach P
    (12:10) - Why Reminders Matter Just as Much as New Ideas
    (14:10) - The Real Role of an Agency Owner: Building Culture
    (17:00) - Incentives, Life-Changing Trips & Unexpected Gifts
    (18:35) - Leadership Through Human Connection and Physical Presence
    (22:20) - What Keeps Coach P Motivated to Keep Growing
    (24:00) - Why the Work is Never Done in Insurance
    (25:20) - Leveling Up: Seeking New Circles That Push You


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    Scott Grates' Links:
    Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com
    Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
    Insurance Agency Optimization - https://www.agencyoptimization.com
    Scott Grates Website - https://www.scottgrates.com
    Love Living Local - https://www.instagram.com/lovelivinglocal315
    Scott's FB - https://www.facebook.com/scott.grates.1
    Instagram - https://www.instagram.com/scottgrates
    TikTok - https://www.tiktok.com/@scott.grates

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    David Peterson's Links:
    Website - https://www.coachpconsulting.com
    Business IG - https://www.instagram.com/coach_p_consulting
    Personal IG - https://www.instagram.com/savingwithdavid
    Facebook https://www.facebook.com/CoachPConsulting

    Más Menos
    29 m
  • #92 - Building Wealth Without Losing Yourself with Nicole Bremner
    May 19 2025

    In this episode, Scott welcomes property investor, author, and financial coach Nicole Bremner. From Wall Street to real estate riches (and losses), Nicole’s story is packed with honest insights, hard-won wisdom, and a powerful mission to make financial advice accessible for everyone. Whether you're just starting out or scaling your business, this episode offers both strategy and soul.

    💡 What you’ll learn:

    • Why Nicole walked away from Wall Street—and how she built a £120M property portfolio from scratch
    • How the Brexit vote, tax shifts, and market downturns nearly wiped her out—and what she learned from it
    • The problem with “all-in” investing, and how her Prosperity Group is helping underserved individuals find financial stability
    • Practical tips for building wealth without sacrificing your values or mental health
    • Why she believes in spending her wealth while she’s alive, and the delicate balance of parenting with means

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    From money to mindset, this is a conversation about building wealth, staying grounded, and redefining what success really means.


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    Episode Markers:
    (0:00) - Meet Nicole Bremner



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    Scott Grates' Links:
    Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com
    Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
    Insurance Agency Optimization - https://www.agencyoptimization.com
    Scott Grates Website - https://www.scottgrates.com
    Love Living Local - https://www.instagram.com/lovelivinglocal315
    Scott's FB - https://www.facebook.com/scott.grates.1
    Instagram - https://www.instagram.com/scottgrates
    TikTok - https://www.tiktok.com/@scott.grates

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    Nicole Bremner's Links:
    IG - https://www.instagram.com/nsbremner
    Linkedin - https://www.linkedin.com/in/nicolebremner
    Website - https://www.nicolebremner.com

    Más Menos
    38 m
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