My Golf and Dinner Strategies: The Way to Connect Deeply

RELATED CONTENT

My Quest for Excellent Client Service

Horsesmouth Essential: What’s Working Now: This advisor carefully screens his prospects. Once they are on board, a three-person team handles all aspects of the client relationship. It’s expensive, but it pays for itself in the long term.

How I Spoke to 14 Civic Groups in 2013

What's Working Now: Local organizations are eager to book speakers. If you deliver solid information—and no sales pitch—it's a great way to boost your visibility.

How a Networking Strategy Expanded My Sphere of Influence

What's Working Now: This advisor expanded his network from around 200 people to almost 2,500 by joining networking groups and nonprofits to increase his impact in the community.

How I Developed a Divorce-Planning Niche

What’s Working Now: This advisor left a big firm to follow her desire to work in her niche and has been having great success since. This is how she did it.