Anyone have a referral idea that works. One is, have been getting few of client's friends together for lunch to discuss the company 401k (no personal info)? Anyone have anything like this idea that is working?
Do a good job for people and pay attention to the clients who are receptive to referring you out. Picking up the tab for golf never hurts.
Nice post, Gekko.
By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
Sponsored Introduction Continue on to (or wait seconds) ×