Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
When:
July 12, 2018 @ 2:30 pm – 4:00 pm
2018-07-12T14:30:00-07:00
2018-07-12T16:00:00-07:00
Where:
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
USA
Cost:
Free
Contact:
Shelley Lightfoot
858 200-1911

Get More and Better Referrals from Professionals and Clients; presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver

Generate consistent referrals by developing a “Stewardship” mindset and crafting your own compelling message, partnering programs, and signature events that attract and engage wealthy clients and the advisors they work with.  Learn how to “vet” the best referral sources, rather than manage too many relationships – and continue to build rapport through giving value and staying “top of mind and market.”  Shelley will also share The Overlooked Ingredient – how to say “thank you” in the most sincere and compelling way.