In this episode of RDR, Scott sits down with Penny Zenker, a world-renowned productivity expert and author of The Productivity Zone and The Reset Mindset. Penny shares her journey from experiencing a life-changing event at 19 to becoming a leading authority on focus and productivity.

She introduces her "Reset Moments" framework, explaining how both big and small resets can help us reduce stress, boost productivity, and stay aligned with our goals. Penny also offers practical tips for business owners on prioritizing tasks, avoiding the pitfalls of multitasking, and creating habits that foster intentional leadership.

Whether you're a small business owner or simply looking for ways to improve your focus, this episode is packed with actionable advice to help you reset, refocus, and lead with clarity. Tune in to learn how you can transform chaos into clarity with Penny's proven strategies!


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Episode Markers:
(0:00) - Introduction & Overview
(1:00) - Reflecting on Accomplishments
(3:00) - Journaling and Self-Awareness
(4:45) - Introduction to Reset Moments
(7:45) - Daily Reset Moments & Their Importance
(8:30) - Perspective Shifts and Fear Cues
(9:50) - The Challenges of Multitasking
(12:00) - The Importance of Presence
(13:30) - Reset Moments for Small Business Owners
(16:30) - Prioritization and False Urgencies
(17:00) - Practical Hacks
(21:20) - The 80/20 Rule for Prioritization
(22:50) - Creating Consistency with Reset Moments
(24:00) - The Three Gatekeepers: Rules, Filters, and Environment
(30:00) - Building a Team Reset Culture
(34:00) - Strengths & Weaknesses
(35:20) - The Power of Language and Reset Moments



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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

Penny Zenker's Links:
The Reset Mindset Book - https://pennyzenker360.com/the-reset-mindset
Penny's Website - https://pennyzenker360.com
FB - https://www.facebook.com/PennyzPerspective


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

On this episode of Referrals Done Right, Scott shares his thoughts & a few stories around the power of simply "asking"


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Scott Grates Links:
Referrals Done Right Book - 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


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the 2nd half of a snippet from Scott's appearance on the Positive Blatherings Podcast hosted by Scott Fitzgerald. Scott has been working in video production for over 25 years, radio for 8 years and in and out of bands and recording studios since graduating from high school. In 2018, Scott became the proud co-owner of ROC Vox Recording & Production.


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Episode Markers:



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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

Positive Blatherings' Links:
Roc Vox Website - https://rocvox.com
FB - https://www.facebook.com/ROCVoxRecording


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is a snippet from Scott's appearance on the Positive Blatherings Podcast hosted by Scott Fitzgerald. Scott has been working in video production for over 25 years, radio for 8 years and in and out of bands and recording studios since graduating from high school. In 2018, Scott became the proud co-owner of ROC Vox Recording & Production.


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Episode Markers:



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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

Positive Blatherings' Links:
Roc Vox Website - https://rocvox.com
FB - https://www.facebook.com/ROCVoxRecording


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the second half of a conversation between Scott and Stephen Turnbull, owner of T5 Insurance Services & cohost of The Scratch Agency Podcast.


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Episode Markers:
(0:00) - Episode Intro
(1:35) - Show Start
(2:30) - Social Strategy
(4:45) - If You're Not Unique, You're Weak
(6:50) - Out of the Box Thinking
(8:10) - Value of Working with Schools
(9:00) - Attaching Yourself to Organizations
(10:55) - Yankee Stadium Trip
(12:30) - Starting the Utica BNI Chapter
(15:30) - Becoming a Connector
(17:10) - Just Ask



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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

Stephen Turnbull's Links:
T5 Website - https://www.t5insurance.com
T5 FB - https://www.facebook.com/t5insurance
T5 IG - https://www.instagram.com/t5insurance
Stephen FB - https://www.facebook.com/stephen.turnbull.31
Stephen IG - https://www.instagram.com/insureguy315/
Podcast Website - https://scratchagencypodcast.com
Scratch Agency Podcast - https://podcasts.apple.com/us/podcast/the-scratch-agency-podcast/id1653015248


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the first part of a conversation between Scott and Stephen Turnbull, owner of T5 Insurance Services & cohost of The Scratch Agency Podcast.


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Episode Markers:
(0:00) - Episode Intro
(1:35) - Show Start & Stephen's Background
(4:20) - Branding New Agency
(6:35) - Telling is Not Selling
(7:50) - Knowing Somebody Who Does
(10:50) - Talking Benefits
(11:50) - Leading with Consequences
(13:05) - Using Power Words
(15:25) - Referral Strategy
(17:00) - Leads Aren't For Everyone
(19:05) - Unique Gift Giving


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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

Stephen Turnbull's Links:
T5 Website - https://www.t5insurance.com
T5 FB - https://www.facebook.com/t5insurance
T5 IG - https://www.instagram.com/t5insurance
Stephen FB - https://www.facebook.com/stephen.turnbull.31
Stephen IG - https://www.instagram.com/insureguy315/
Podcast Website - https://scratchagencypodcast.com
Scratch Agency Podcast - https://podcasts.apple.com/us/podcast/the-scratch-agency-podcast/id1653015248


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the second half of a conversation between Scott and agent Katie Myers from Janesville, WI. We discuss building community from scratch, starting in a new area, serving others & constantly staying top of mind.

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Episode Markers:
(0:00) - Episode Intro
(1:30) - Show Start
(1:50) - Mayor without the Politics
(3:30) - Superconnectors
(4:20) - Patience & Conistency
(7:30) - Advice For Starting
(9:50) - Context From Social Media
(12:10) - Off the Beaten Career Path Podcast
(14:30) - Best Stories
(16:55) - Saying No?
(18:40) - Future Plans
(20:50) - Don't Think Anything is Beneath You
(22:55) - TikTok & Meeting People Where They Are


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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

Katie Myers' Links:
Agency FB - https://www.facebook.com/katiemyersjanesville
Podcast - https://podcasts.apple.com/us/podcast/off-the-beaten-career-path/id1702352850
TikTok- https://www.tiktok.com/@the_katie_myers?_t=8pSvhXKhDWl&_r=1

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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the first part of a conversation between Scott and agent Katie Myers from Janesville, WI. We discuss building community from scratch, starting in a new area, serving others & constantly staying top of mind.

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Episode Markers:
(0:00) - Episode Intro
(1:40) - Show Start
(2:20) - Starting in a New Town
(4:00) - Finding Opportunities
(6:00) - Building Women's Networking Group
(8:30) - Advice on Networking & Easy Wins
(9:30) - Referral Based Business
(10:50) - Powers of Google Reviews
(12:00) - Referral Strategies
(15:00) - Creating Memorable Customer Experiences
(17:15) - Maintaining Strong Relationships
(19:00) - Facebook
(20:25) - Types of Content


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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

Katie Myers' Links:
Agency FB - https://www.facebook.com/katiemyersjanesville
Podcast - https://podcasts.apple.com/us/podcast/off-the-beaten-career-path/id1702352850


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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the second part of a conversation between Scott and Tyler Jensen, founder of Insurarisk University. Tyler is a speaker on top performance, a certified insurance counselor & an optimist coach.

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Episode Markers:
(0:00) - Episode Intro
(1:50) - Show Start
(2:30) - Where to Start?
(5:20) - Three Reasons People Don't Buy
(6:45) - Mid Way Ask & Soft Close
(7:45) - Customer Isn't Ready to Give Referral Scenario


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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

Tyler Jensen's Links:
Tyler's Website - https://www.tylerjjensen.com
Insurarisk Website- https://www.insurariskuniversity.com/
Instagram - https://www.instagram.com/tyler_j_jensen
Facebook - https://www.facebook.com/profile.php?id=61558802128625
Linkedin - https://www.linkedin.com/in/tyler-jensen
YouTube - https://www.youtube.com/channel/UC5IDcFyXDaIs1MxMNJYDB8w

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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.

This episode of RDR is the first part of a conversation between Scott and Tyler Jensen, founder of Insurarisk University. Tyler is a speaker on top performance, a certified insurance counselor & an optimist coach.

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Episode Markers:
(0:00) - Episode Intro
(1:30) - Show Start
(1:55) - What is an Optimist Coach?
(4:00) - Strategies to Stay Optimistic
(6:45) - Value & Experience
(10:15) - Embedding in Onboarding Process
(12:15) - Don't Trust Your Memory & Being Seen
(13:15) - Employee Experience
(13:45) - Becoming Referable & Culture
(15:00) - Key Elements to Creating Culture
(17:15) - Craving to be Recognized
(18:30) - Empowering Team Members & Integrity
(20:15) - Insurarisk University & Connecting with Tyler

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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

Tyler Jensen's Links:
Tyler's Website - https://www.tylerjjensen.com
Insurarisk Website- https://www.insurariskuniversity.com/
Instagram - https://www.instagram.com/tyler_j_jensen
Facebook - https://www.facebook.com/profile.php?id=61558802128625
Linkedin - https://www.linkedin.com/in/tyler-jensen
YouTube - https://www.youtube.com/channel/UC5IDcFyXDaIs1MxMNJYDB8w

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The Referrals Done Right Podcast is sharing the secrets to creating infinite opportunities to grow your small business. Hosted by Scott Grates.