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.
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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.