Mark Gremler will show you how to increase your referral business tenfold with reciprocal referrals from CPAs and attorneys. This webinar will focus on creating alliances with centers of influence; the tools to help you in your networking efforts; reasons why an attorney is important to your practice; and how to protect your business. As a bonus you'll also learn: 6 ways to get in front of more new clients, 6 ways to get in front of existing clients & 5 ways to get existing clients to send you referrals!
Attendees will learn:
- Proven programs to help advisors build and brand their business
- Why are you and a corporate trustee important to an attorney's practice?
- Attorney script & discussion guide
Featured Speaker:
Mark Gremler, RFC, is founder, owner and CEO of Gremler Financial Group — a wealth management firm, Billion Dollar Mentoring — a field marketing organization, and Clark Street Printing & Design. Mark is one of Iowa's most well known financial professionals due to his work as a financial radio show host, author, financial services mentor, lecturer and former chairman of field practices/ethics for the Des Moines Association of Insurance Financial Advisors. He has been asked by some of the world's largest insurance and financial service companies to teach their agents and brokers how to run a more successful business and how to better serve their clients. Mark operates his own registered investment advisory firm in Des Moines, Iowa.