FPA of Michigan
September 19, 2012 Lunch and Learn Grand Rapids

Join us on Wednesday, September 19, 2012 as
ROBERT MONTELLA OF GOLDMAN SACHS
presents
"Re-Building a Referral Based Business"

This is an interactive workshop that helps drive sustainable growth in advisor practices through the cultivation of an advisor’s best clients as well as the introductions to prospects from those clients.   Unlike many script-based techniques, which can create an uncomfortable event at the end of a meeting, having a planned, client-centric referral process integrates more seamlessly into an advisor’s business.  Acquiring new clients based on client referrals is the preferred approach of top advisors and advisory firms for growing their business. Gaining referrals from clients is a function of two things:  1) Deserving referrals, and 2) Developing and implementing a planned and purposeful approach.  The goal is to build a referral culture among your clients.

Cost:  $20/members and $30/non-members
$20 for first-time guest
(includes lunch!)

PLEASE CLICK ON THE "REGISTER NOW' LINK BELOW TO REGISTER

Register Now! 

More Information

Please contact Mary at admin@fpami.com or 248.446.8909 with questions or comments.