Financial Advisors

I met an attorney through a friend. He agreed to meet with me and try to develop a referral relationship. He is part of a large law firm that specializes in elder law. Any suggestions ?

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Ask questions that they can answer that make them feel good, and focus your points on how you can enhance their clients experience.

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*** continued ** on how to make it an effective meeting ?

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your goal should be the attorney walking away understanding how bad you need hom or her as a resource snd what you do

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The meeting went well and I have a follow up meeting with his partners. I have already sent the office a referral for a will, poa,etc.

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