Is it possible to outsource and hire a person to network for you or create introductions for you?

Article ID: 192
Last updated: 20 Nov, 2019
No, I don’t think so. I’ve never seen this work. And, if it could, it would probably be much more expensive than you could probably afford to pay someone to build your business for you.

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b What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"
b How do I implement corporate assets into a clients Financial Road Map®? I have a client that has retained earnings in her business that I also manage. How does this work into the Financial Road Map®? How would I work with them as an Ideal Client? This client earns over $300k per year and she draws 120k out as her salary per year. Her husband is not a shareholder in this business and she prefers to keep personal and business separate. Would I do a Success Road Map® for her business instead?
b I just completed a Group Self-Referral presentation. It went very well. Should I email the participants’ filled-out Ideal Life worksheets to them? If so, what email template should I use?
b I need to make sure I am on the right track. Is the purpose of the self referral conversation to set a Phone Consultation Appointment? Is it important to go deep even if the prospect is welcoming to receive the Values-Based Financial Planning™ book and Newsletters and agrees to the Phone Consultation?
b I may have the opportunity to be introduced (by an attorney center of influence) to his expat clients in the United States. Since many of these people have multiple interests and advisors abroad, and some are only in the United States for a finite amount of time (a few years), is there a place for them under the Bachrach & Associates system? How should such [potential] clients be "handled"? (I.e. can I get their United States financial house in order exclusive of the other parts of their lives?)
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