Tag Archives: connections

It’s amazing how few insurance and financial services professionals have no clue
how to “work” a room. I’ve seen too many pros attend networking events in hopes
of making connections that will result in new clients, but they don’t know how to
maximize the opportunities these events provide. I’ve even seen FA and wealth management firms who hold their own events. These cost a great deal of time and money. They work hard to promote the event to ensure a good turnout, then fail to “work” the
room the right way. Continue reading →