It’s great to have a plan of attack (harsh, I know) when attending a business networking meeting, whether it’s face-to-face, nose-to-nose, or belly-to-belly. Or even screen to screen.

Here are some of the basics that may serve as a friendly reminder:

Know Your Target Market
Boil your target market down to industry, profession, market segment, niche, dynamic, demographic, and even company names.

Know Your Centers of Influence
What professions serve your target market but don’t compete with you? These are the people you want to cozy up to at business networking events and other activities that are important to both of you.

Know Your Specific “Ask”
What specific introductions you’re looking for? Hint: See Know Your Centers of Influence. Your probable COIs are the geese that lay those golden eggs.

Know How to Be Collaborative
Make your conversations a “we” thing rather than a “me” (as in you) thing. Focus on helping others and exploring ways of being resources for one another.

Know Where to Network for Business
Location, location, location. Business networking meetings, chambers, service groups, professional associations, industry meetings, masterminds, study groups, conferences, trade shows, golf outings, and dinner parties. Focus on the one or two that make the most sense for you!

Make sure you’re In-The-Know before climbing in the ring!


P.S. We’re starting a new 8-week class in February to help advisors, agents, and brokers generate more intros and referrals quickly. Would you like to join us? If you want to learn more, contact me directly at

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