October Referral Group Meeting

Connect, Collaborate, and Grow

The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks.

In each session, advisors will:

• Introduce themselves and share insights about their expertise and goals
• Engage in breakout discussions designed to foster collaboration and referral opportunities
• Expand their network with like-minded professionals committed to mutual success

These meetings go beyond traditional networking, creating a supportive environment where advisors can learn from one another and grow together. Join us for the next session and experience the power of connection.

October Questions:

Navigating Donor Fatigue – How do you keep donors and clients engaged during busy giving seasons (like year-end) without overwhelming them?

Packaging Your Services – What creative ways have you bundled or tiered your offerings to make them more attractive and accessible to nonprofits or clients?

Building Credibility Online – Which digital strategies (LinkedIn, blogs, podcasts, newsletters) have helped you establish thought leadership and attract referrals?

Balancing Mission and Money – How do you support clients in pursuing ambitious impact goals while staying financially sustainable?

Learning from Setbacks – Share a time a proposal, referral, or collaboration didn’t work out as planned. What did you learn that could help others avoid similar pitfalls?