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Tag Archives: financial services
Insurance and Financial Advisors – Build Profitable Relationships at Client Events With Event Themes
TweetResearch confirms that insurance and financial services pros who are proficient in building relationships achieve more referrals and greater success. In a recent study of Fortune 1000 companies, researchers at Booz Allen Hamilton and Northwestern University’s Kellogg School of Management … Continue reading
Tips for Insurance and Financial Advisor Professionals: How to Connect at an Event
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
Posted in Communication Skills, How to work a room
Tagged business cards, connections, financial services, firm, networking, person, way, wealth management, work
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