What's a good way for clients to bring referrals to events and seminars?

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Make them worthwhile. If your client values the information you provide they will want to bring a friend.

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Happy Monday All!


St. louis or Kansas City attorneys looking for help resolving your clients property claim.

Shoot me a message!

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I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

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Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
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