Gerry N.,
Independent investment adviser, Retirement planner, Financial adviser at The
Interchange Brokerage Company, Inc
Springfield,
Massachusetts Area
"I am a financial adviser and insurance and estate planner and
have been in the industry for over 35 years. I started in 1970 and around 1990
took a 10 year hiatus from active involvement for many reasons. Since I
restarted in 2000, I have used many different marketing strategies to rebuild a
practice, including; seminars, direct mail, pre-set appointments and several
others. All of these had differing levels of cost and success. However, I have
continued to search for a more elegant and professional way to get in front of
my "ideal client" on a professional basis. Then several months ago I learned of
Dr. Len's Pro2Pro Network. I have now met with 4 CPA's and Attorney's whom were
looking to establish a relationship with a financial adviser (me), by
appointment. Dr. Len's staff did all the work to set up the meetings and all I
did was to confirm a few days before and be at their office at the appointed
time. These professionals were all expecting me and were happy to talk about how
we might be able to work together in some capacity. Dr. Len's training has been
excellent, so I was prepared with the best way to create a friend and a referral
source. My 2nd CPA meeting resulted in a referral within 3 days of our meeting,
with a couple with $750,000 in low yielding CD's that were maturing. I can't
wait to see the results of 6 months of active professional meetings. Thank you
Dr. Len, for creating such a powerful method of gaining quality referrals, and
also for the exceptional professionalism of your marketing support team."
Learn how to meet with and receive referrals
from CPAs and Attorneys in your city -
http://www.Pro2ProNetwork.com
See more testimonials here -
http://www.LinkedIn.com/company/pro2pro-network/financial-advisor-marketing-9683/product?trk=biz_product