Upcoming Events
May 26, 2010
11:45am – 1:30pm
Understanding Client Retention and Boomer Demographics
Financial Planning Association
University Club
Pasadena, CA 91101
June 7, 2010
10:00am – 12:00pm
Youth Career Day
John Muir High School
Pasadena, CA 91103
June 23, 2010
11:45am – 1:30pm
Helping Clients Increase Business Cash Flow while Reducing Credit Risk
University Club
Pasadena, CA 91101
July 28, 2010
11:45am – 1:30pm
New Perspectives on Portfolio Risk: The Economy Matters
University Club
Pasadena, CA 91101
August 25, 2010
11:45am – 1:30pm
Roth IRA's
Financial Planning Association
University Club
Pasadena, CA 91101
September 22, 2010
11:45am – 1:30pm
Donor Advised Giving
Financial Planning Association
University Club
Pasadena, CA 91101
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Referral Business Mindset |
Everyone loves getting referrals, but expecting them to come regularly from clients or associates takes proactive planning. Having a referral-based mindset works best when you focus on ways to interact with clients proactively, striving for service excellence while engaging them to refer people who could use your products and services. |
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Suzanne Patrick Lawrence, President, Advisor Business Solutions |
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Consider ways to explain your marketing process, so your clients understand how you would reach out to referrals. Demonstrate what will be your next steps when provided referrals, what will be sent out and provide samples. This will engage people to understand your follow up and give them opportunities to ask questions. Keep them informed of any updates so they will be included in the follow up phases as appropriate.
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Building awareness with your clients will generate more confidence and clarity with your new relationships, ensuring professionalism yet personal touch to each referred person. |
Our Community |
Helping prepare youth for “real world” experiences is an initiative we started in 2009. Our team recently held a fundraiser for John Muir High School Business & Entrepreneurial Academy in Northwest Pasadena.
The campaign called Dress for Success was sponsored by DeVry University and the City of Pasadena Northwest Commission to donate funds for low income students to purchase business attire and office supplies for job interviews, college interviews, internships and job shadowing who may not otherwise have the financial means.
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