If you are calling on corporate executives on LinkedIn:Pick 2-3 large companies within a 30 minute drive of your house. Learn the benefits at these companies. You may have to volunteer to do a couple of free 401k plan reviews. Create one posting a month about the most intriguing aspect of these benefit plans, things […]
Podcast
Ep 9: Communicating to Influence with Steve Sanduski
As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.
July 20, 2018
