Current debate in office...attempting to connect with business owners...best practices? We have votes for direct mail, showing up cold in person and cold calling. Other ideas? Any "best practices"?

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Narrow the niche and join associations and attend conferences become expert in their issues and call for speaking opportunities at conferences they go to

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I have had great success at leading with 529 plans for employees at NAV if it is sponsored by the company. Who is going to say no to a meeting to help the employees’ kids save for college? The discussion will almost always evolve into a financial one with the owner

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