(SLIDESHOW) Networking Tips for Financial Advisors

6/3/2015

By Antoinette Rodriguez, MBA

Most top advisors will tell you that they met their most long-lasting ideal clients by in-person networking. And yes, that includes summer vacations! Here are basic networking tips to help you (or remind you of ) what to do before, during and after this crucial marketing activity.

Basic Networking Tips for Financial Advisors from Antoinette Rodriguez, MBA

0 Comments

Your comment will be posted after it is approved.

Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

RSS Feed