Using Technology for High Touch Relationships with Mark Bertrang – Episode 64

Mark Bertrang has developed a strategy for using technology in his business to build a strong referral based business. In this episode Mark and Tammi talk about setting the stage before, during and after the meeting so that clients understand how to work with you and keep everyone happily moving along.

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Links and Resources from this Episode

Show Notes

  • Mark’s business structure and background – 2:00
  • Why 99% of their business is referrals – 5:18
  • What he offers as a thank you gift – 9:59
  • Understanding the initial meeting – 11:33
  • Fulfilling compliance regulations and making notes – 14:30
  • Why people are actually looking for friendship – 20:57
  • The power of audio – 22:35


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