“She went out and built the practice essentially by something called Lunch and Learns… collect business cards… 10 minute presentation… build a practice from there until the point where it's self-sustaining based just on referrals.”

Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

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What was described

Hosted Lunch and Learn events at restaurants, collected business cards, gave 10-minute presentations to build a referral pipeline

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