Wednesday, February 22, 2006
Kids and Connecting
Last night at the SMEI Banquet I met a financial advisor that was talking about how he helps his client's kids learn about money and plan for the future. He said that the impact it has on those people's lives is incredible and it creates a stronger base of customers and more referrals for him. I suppose it is like getting 2 clients in one (or 3 or 4) because if he signs them up as teens, he is going to have a lot of client in the pipeline over the upcoming years that are going to see their investments go up. Imagine how much people are going to talk about you if you help their kids, that they may be frustrated with themselves. Buzz Buzz.