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Month: March 2022

Formal networking groups – such as BNI, chamber of commerce groups, and groups that gather for the purpose of exchanging leads – can be a great opportunity or a waste of time. It all depends on how you “work it.” I don’t remember who said it, but the saying goes something like “It’s not called net-sit, or net-eat. It’s called net-work.” Here’s a checklist of five habits you want to establish to make the most out of this client-acquisition strategy:


Let’s start with three things you already know: Every aspect of your clients’ lives is impacted in some way by money. Your clients’ financial lives do not exist in a vacuum. Many of your clients’…


Referral Coach