Hi Kevin. Once upon a time I ran a "top 1%" financial planning firm for American Express for 3 years and was later hired by Prudential to manage and plan top financial practices.
If I were starting a new professional firm or service, I would join the following groups as TIME and INTEGRITY allowed. In other words, as you so wonderfully demonstrate, you have to be a friend to have friends.
The groups I would include are all honorable with valuable missions including Rotary, Kiwanis, BBB, Chambers of Commerce, religions you practice and believe in, masonic lodges and school demonstrations/coaching. Ladies golf too, as you know, and If I were in MN, I would go to the bulb and flower festivals, cooking clubs, and travel, investment, swim and chess clubs. Of course, the Boy's clubs/Girl's clubs, Police Athletic Leagues, Scouts, and local offices of the IRS/FBI/ teacher's unions and city governments all have golfers and leagues. First Tee is a great program and a census of retired teachers or retired people in the area will help you meet clients. Nursing homes have golfers, too.
You have my email if you run out of marketing ideas...which reminds me to remind you to consider convention center activities like trade shows...lots to do!
Discounts for referral clients! Military are great people IMHO.
Good Luck!
Patrick
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HP, grant me the serenity to accept what I cannot change, the courage to change what I can, and the wisdom to know the difference. Progress and not perfection is the goal every day!
Lots of GREAT ideas right there Patrick. Thank you very much for sharing your time and expertise. I'll pay close attention!
Kevin
Originally Posted by innercityteacher
Hi Kevin. Once upon a time I ran a "top 1%" financial planning firm for American Express for 3 years and was later hired by Prudential to manage and plan top financial practices.
If I were starting a new professional firm or service, I would join the following groups as TIME and INTEGRITY allowed. In other words, as you so wonderfully demonstrate, you have to be a friend to have friends.
The groups I would include are all honorable with valuable missions including Rotary, Kiwanis, BBB, Chambers of Commerce, religions you practice and believe in, masonic lodges and school demonstrations/coaching. Ladies golf too, as you know, and If I were in MN, I would go to the bulb and flower festivals, cooking clubs, and travel, investment, swim and chess clubs. Of course, the Boy's clubs/Girl's clubs, Police Athletic Leagues, Scouts, and local offices of the IRS/FBI/ teacher's unions and city governments all have golfers and leagues. First Tee is a great program and a census of retired teachers or retired people in the area will help you meet clients. Nursing homes have golfers, too.
You have my email if you run out of marketing ideas...which reminds me to remind you to consider convention center activities like trade shows...lots to do!
Discounts for referral clients! Military are great people IMHO.
Good Luck!
Patrick
__________________
I could be wrong. I have been before, and will be again.
Hybrid Mode
