Yearly Archives: 2019

How to Conduct a Meaningful & Effective “Meet & Greet” to Generate New Business

Select Your Invitees Carefully The most successful and enjoyable events are those that bring together like-minded people who share something in common – in this case, our goal is to bring together professional service providers – i.e. accountants, attorneys, bankers, actuaries, insurance brokers, financial planners, etc. – together because of one common factor – the […]