Golf, BBQ and social prospecting…

by Sara Gilbert with 0 Comments in August 11, 2016

A research by the Oechsli Institute showed that investment advisors maintaining both personal and professional relationships with their clients are three times closer to them than those having only business relationships. This statistic doesn’t apply only to investment advisors, but also to all professionals and entrepreneurs (lawyers, accountants, etc.) If your business is built on long term relationships you nurture with your clients, then this insight applies to you. And the good news is, summer is the best time to get closer. Social prospecting is a combination of strategies designed to attract new clients during activities related to, for example,...

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