Description

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.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Shelley Lightfoot, Executive Director and Nathalie Fairfax, Professional Problem Solver