You’ve been doing it forever, don’t know what it actually brings to the table, not sure if you should keep doing it or if there’s anything better out there.
This is the perfect moment for an assessment.
We used to answer the phone and loved sharing what we knew with new friends who might become valued clients. Today, we have a lot more to talk about and choose from and those brief conversations don’t offer an opportunity to provide real value.
If you want a serious, actionable assessment of your current efforts with a set of recommendations on how to maximize or better what you have in place then our Review & Recommendations offer is a great beginning.