No credit card, no obligation Financial Professionals only
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Prospecting doesn't have to hinge on standard strategies like cold calling, hosting seminars, or asking for referrals. In fact, the best client relationships can result from a very different approach: community involvement and active cooperation.
Want to meet people who either have money or know who does? Get involved with a local philanthropic organization. Fundraising is good for you, your business, and your community.
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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