I have a small project I am involved in that is not connected to me trying to get an individual's Financial Advisor Business.
I am going out and meeting owners and Presidents of companies and asking them what would one of my clients say that would spark me to say, "Let me call Jim at XYZ company, he has exactly what you need." I might say "Susan at ABC will be able to help you but before you contact her you should gather the following information.
So if you know a successful company President or business owner and you think they would be willing to sit down with me for a few minutes, let me know who they are and I will try to connect with them. I believe you will be helping them out because it is more than free advertising for them. It is the possibility of bringing an informed potential client in contact with their business.
Once again, I don't plan on going over any of what I do with the company owners and presidents beyond I work with individuals and they typically share issues that are not related to Financial Advising. This has caused me to come up with this project.
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