Tips, tools, and resources

If you’re turning a cold prospect warm then start here

LinkedIn / Call / email

If you're making the most of a warm referral then start here

email

Introduce yourself with this PowerPoint bio template

template

Make an impression on social media

tips
Ben Mellin

"Building the best client relationships is like building great friendships."


Ben Mellin

Plan your Discovery meeting agenda

agenda

Use Hearsay Social posts to keep your clients engaged

tip
IU-3098732(06/20)(exp.6/22)
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.