Part 3 of 3:
The Overlooked Ingredient - - Gratitude
This program is Part 3 of the 3-part series entitled, “A Proven System for Continuously Getting Great Referrals from Professionals and Clients” with nationally renowned estate planning attorney, Joseph J. Strazzeri, J.D.
In this engaging 90-minute presentation, you will learn:
- How to say “thank you” in the most sincere and moving way
- Appropriately including the referral source in the planning process, client meetings, and correspondence
- Generating more business for the referral source through ongoing maintenance programs and by keeping in touch regarding changes in client circumstances (such as through the “you had a grandchild” letter)
- And much, much more!