“On one of my other boards, they set up an optional lunch and learn for all the board directors. The goal was to teach us how to build an AI agent.”
LH
Laura Hay
PwC's accounting podcast ·
Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
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Hosted Lunch and Learn events at restaurants, collected business cards, gave 10-minute presentations to build a referral pipeline
“On one of my other boards, they set up an optional lunch and learn for all the board directors. The goal was to teach us how to build an AI agent.”
“‘Within 10 minutes, I had over 100 business cards.’”
“I got seven of seven interns to build an AI solution… I gave them like a 45-minute presentation on AI, and then a couple hours to build something…”
“I have actually in five years never actively marketed my business… a huge part of my business has been referrals… even casuals have given referrals to their owners”
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