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Referrals can be the most effective form of marketing. By starting with your top 25 clients and asking them for three to five service providers with whom they do business, you will quickly discover the power of leverage.
Benefit from the wisdom of others. Become part of a group of strivers who share solutions and ideas.
Suppose you've decided to attend a networking event. Do you have a plan of attack? Use these eight action steps to identify and connect with contacts who will make a difference to your business.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025