TRUSTED ADVISOR NETWORK

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TAN Meeting (3rd Wednesday) 8:00am MDT

  • 20 Oct 2021
  • 8:00 AM - 9:30 AM
  • via Zoom

Registration


Register

Join us for the TAN meeting via Zoom on Wednesday, October 20, 2021 from 8:00-9:30am MDT.  The moderator is Jeff Gruber. The Best Practice leader is Kelly Stanhope. Guests please contact a member for registration. 

Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

The best practice will be "Referring and Connecting, What We All Want and What We Need To Be Giving."

Before the meeting, give some time to preparing:

1 - From your existing clients and other valued relationships create a list of three or four specific referrals of connections that you would like to make in the next 30 days and plan to share them with the group.

2. Make a list of good connections you can provide when meeting someone for the first time or in a 1x1 meeting (examples are network groups, industry groups and organizations, ,etc)

3. Consider whether you do most of your referrals in person, over the phone or by email? Prepare to briefly describe your referral process to the group.

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