Monthly Archives: May 2020

Want Your Clients to Introduce You to Their Friends? Here’s How…

Here’s how you can both look like a hero and get to know your client’s best friends. People are trapped in their houses now and miss seeing their friends regularly.  Why not host a virtual birthday lunch for your best … Continue reading

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Now is the time to make sure your community knows you care about them

Do you care about your community?  I know you do, and many advisors do A LOT of volunteer work.  If you are, don’t hide it!  Make sure your client base, prospects and the community know what you are doing to … Continue reading

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Get Your Clients (and their friends together) for a fun 15-minute Online Quiz and Q & A

How are you keeping your clients happy… engaged… and open to talking about you (and what you do) with all their friends and relatives?  Why not invite them to a fun and quick get together where you’ll pose some questions, … Continue reading

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