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What types of tools are available for building relationships with professionals and cultivating referrals or private speaking engagements?

April 26, 2017building cultivating engagements private professionals referrals Relationships Speaking tools types

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What types of tools are available for building relationships with professionals and cultivating referrals or private speaking engagements?

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• Numerous complete CE courses available (Basic Planning, IRA, Business Succession Planning etc.) for Members to educate professionals in their area, including course approval, set-up and marketing materials to draw participants. • Monthly email alerts for Members to send advisors (archive of more than 100). • Endorsed Seminar Marketing Module. • Sample introduction or follow up letters and proposals.