Making After Hours Effective
Strategies to make that after hour event productive and build your referral network.
Browsing Tag
Client Relations
Your Elevator Pitch
Tim Roberts, Executive Director of BNI provides this short video in his Practice Development series. What to say when someone asks you the standard question of, “What do you do?”
Implementing Client Meetings as Part of Your Client Relations Program
What is your desired outcome? For example, are you interested in getting all of their plans updated, funded, revised? Would you like to do more advanced planning with these clients—perhaps they need the planning, but have been…
