Ask a Question | FAQ Home | Browse by category
Home / Miscellaneous

I am starting to attend a lot of networking events. At these events, you always get asked for your card. I have been reluctant to give my card out, however, due to your previous comments about our business cards. What is your advice for what information should be on the card (keep in mind for compliance reasons we need to have certain information on the card here in Australia)?

Article ID: 494
Last updated: 20 Nov, 2019
Use black ink on white paper. Include the following: your name; your address, phone number, and email address. Title: Financial Organizer.
Also listed in
folder Opening Conversation

Prev
Next
« I would like to spend between 2-3 hours per week of dedicated...
I am able to supplant the existing planner on the trifold... »

Others in this category
b Prior to hiring Bachrach & Associates, Inc., I had already created several of the deliverables on an annual basis for clients. I have been charging between $500 and $1,000 for this type of planning in addition to AUM wrap fees. Can you help me gain clarity and perhaps some verbiage on why a current client should pay 2x-3x times what they are used to?
b Networking groups seem to put me in contact with a wide variety of small and individual business owners who are looking to build their practices through product sales.. Are there strategies to utilizing this type of networking that will be efficient use of my marketing time?
b My independent practice is currently fee-based without Assets Under Management (AUM) or insurance commissions. My goal is to build my business to 50 Ideal Clients. I have been unable to identify any money managers who charge a flat fee to manage assets.
b How do you identify names of financial planners, money managers,etc..?
b How do we respond to someone when they say, "$7500/per year (our PMARR) is a lot of money?”
» More articles

Powered by KBPublisher (Knowledge base software)