Retirement Planning

Investment Selection

Tax Reduction Planning

Retirement Plans for Business Owners and Employees

Orientation Essentials

InfoMinute Seminar

GateOpener Workshop

7-Minute Presentation Workshop

Kiana invited me to breakfast with an agenda (I love that about her) "How can I increase referrals [1] from my Team, and [2] from my clients.
What a good use of time.
Who could you schedule breakfast with, and what would your agenda be?
Referrals are an ingredient for business: stir something up!

North Fulton

SBT from breakfast with Kiana Nealey

<ul>
<li>Prescence - when I am with a client or a prospect, I make them feel as though they are my only meeting for the day. I schedule plenty of time between meetings so that they have my full attention and they never feel rushed.</li>
<li>Convenience - I meet my clients where they are. Not everyone wants to come into my office to meet, I offer to come to them or take them to lunch for a more relaxed atmosphere.&nbsp;</li>
<li>Confidentiality - I make sure my clients &amp; prospects are aware that everything we discuss is 100% confidential. They don't have to worry about me sharing their information with anyone as I explain to them that by law I have a duty to protect that information.</li>
<li>Fun - I do my best to keep conversations light. Talking about people's life savings is pretty serious- but I address them as humans first and not dollar signs. My clients appreciate the warmth I bring to our meetings.&nbsp;</li>
</ul>

Share four ways you use time to show respect to your prospect and clients.
Do you:
<ul>
<li>Let a call go to voicemail if you can’t talk then?</li>
<li>Return all emails by the end of the day?</li>
<li>Send an agenda before a meeting, to insure everything is covered?</li>
<li>Take appointments early in the day, even if you’re not a morning person?&nbsp;&nbsp;</li>
</ul>

Mrs. Kiana Nealey

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