Tracy Coenen: Becoming a Trusted Connector

Jan 23, 2023

33:11

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In this episode, Steve Fretzin and Tracy Coenen discuss:

How Tracy got into forensic accounting and how it can help in your law field.
Being a valuable connector.
Time blocking and being strategic with your networking, referral sources, and other business development.
The importance of touch points with your clients.

Key Takeaways:

If you have an extensive network of professionals, it will help you look like a hero to your clients as you can direct them to additional resources that can help solve their problems.
By making good, solid connections for your clients, you will help to build forever loyalty and rapport, which can lead to additional work from that client or referrals.
Do you know what your clients are currently looking for? Make a list - do you have people that already fit that criterion?
You don’t have to treat all your connections equally. Be consistent, do what works for you, and stay top of mind with those most important.

"I like being thought of as a connector, a trusted person, for my clients, for their clients, for my friends and family, and people will call me and say, ‘I have this problem, and I knew that you would know someone who can help me.’" — Tracy Coenen

Episode References:

ProVisors: https://www.provisors.com/
Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151

Connect with Tracy Coenen:

Website: https://fraudcoach.com/

Website: https://www.sequenceinc.com/

Divorce Money Guide: https://www.fraudcoach.com/divorcemoneyguide

Show: https://www.sequenceinc.com/fraudfiles-podcast/

LinkedIn: https://www.linkedin.com/in/tracycoenen/

Facebook: https://www.facebook.com/sequenceinc/

Instagram: https://www.instagram.com/divorcemoneyguide/

Thank you to our Sponsors!

Legalese Marketing: https://legaleasemarketing.com/

Moneypenny: https://www.moneypenny.com/us/

Practice Panther: https://www.practicepanther.com/