Tag: follow-up
Keep Up Client Face Time (Distraction-Proof Advisor Idea Video #157)
How to use video to grow the rapport started in face-to-face meetings.
The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)
How to follow up with centers of influence to maximize your connections with them.
After the Introduction – What Next? (Distraction-Proof Advisor Idea Video #155)
Once you've made a great introductory connection, what next?
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- Olympic Lesson: How to Make Big Goals Reality (Distraction-Proof Advisor Idea Video #347)
- Olympic Lesson: Make Time To Give Back (Distraction-Proof Advisor Idea Video #346)
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