Seven articles! Project trust! Network effectively! Eye catching entertaining! More!
Seven articles!? Most address prospecting.? There is a cruise review included too!? Which was your favorite?? Please let me know in the comment section below.
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Relationships flourish when both parties trust each other.? How do you lay the foundation for trust in an advisory relationship?? Here’s a spoiler:? Everyone wants to be considered an important client.
6 Phrases to Communicate Trust in a Relationship ThinkAdvisor (6/13/24)
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Nonprofit involvement can be your gateway into the HNW community in your local area.? If you are wondering how to tactfully raise your visibility, this article may be for you.
Community Service and Business Can Mix Financial Advisor (6/10/24)
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You bought into the idea getting involved with cultural organizations is a gateway into the local HNW community.? You joined.? Now you are in.? What next?
How to Network Through your Museum Membership Advisorpedia (6/11/24)
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Many people think retirement should involve relating in a beach chair, sipping a cocktail and looking out to sea.? Buying a house at the shore might be out of reach financially, but there are other options.
Six Alternatives to Buying a Beach House Rethinking65 (5/30/24)
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Summer is almost here. Warmer weather provides opportunities to entertain outside. In our area there is a Concert Under the Stars near Independence Day. It's an opportunity to bring elegant dining outdoors.
How to Entertain in a Field LinkedIn article (6/10/24)
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We recently sailed on Cunard’s newest ship, the Queen Anne.? This voyage also included the naming ceremony in Liverpool. I wrote an article evaluating the cruise.
Review: Cunard Queen Anne Naming Ceremony Voyage All Thing Cruise (6/11/24)
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Many professionals in the financial services industry give back to the community by volunteering at nonprofit organizations. They often gravitate towards fundraising. Need some fresh ideas?
Eight Attention Getting Ways to Help Your Nonprofit Raise Funds LinkedIn article (6/11/24)
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Retired (Freelance) No fake invitations, investments or bitcoin
8 个月Very helpful articles.