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Paresh B. Shah, CFP image
Paresh B. Shah, CFP
in Annual Meeting; Global ConferenceOct 8, 2020

The phone does ring: Get introductions from COIs

Getting introduced to qualified prospects makes our lives easier. Centers of influence like CPAs, attorneys, and property and casualty insurance agents are a great source of these introductions. Shah shows you the step-by-step process he uses to get introduced to qualified prospects. You will walk away with an action plan that you can implement when you get back.
Centers of influence
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Author(s):

Paresh B. Shah, CFP image

Paresh B. Shah, CFP