Title:
How can we expand our corporate accounts within to reach the individuals of the organization?
Question:
Richard, great program! It was very well received in Beverly Hills, and now we are asking for your help. In our office, we have a retirement trust for a very prestigious private school. We are always looking for ways to broaden good relationships and make them great ones. Is there anyone we should follow-up with at the school, and is there any advice you can offer to help us reach more parents and board members? Perry
Answer:
Perry,
Contact the person you work with at the private school and suggest a full retirement plan review for each member of the staff and the board. This will help ensure you keep the account as well as expand the number of centers of influence within it.
Also, inquire how you can become involved in educational/sport activities at the school. As you know, they have many special events. Sponsoring fairs, trips, speakers, PTA nights, award activities, etc. will allow you to position and promote yourself, your colleagues and the firm. Also, talk with the budget/finance director at the school and volunteer to serve on their next fund-raising committee and really get engaged.
It was good to be with you, and I'm looking forward to my next visit.
Richard
Question:
Richard, great program! It was very well received in Beverly Hills, and now we are asking for your help. In our office, we have a retirement trust for a very prestigious private school. We are always looking for ways to broaden good relationships and make them great ones. Is there anyone we should follow-up with at the school, and is there any advice you can offer to help us reach more parents and board members? Perry
Answer:
Perry,
Contact the person you work with at the private school and suggest a full retirement plan review for each member of the staff and the board. This will help ensure you keep the account as well as expand the number of centers of influence within it.
Also, inquire how you can become involved in educational/sport activities at the school. As you know, they have many special events. Sponsoring fairs, trips, speakers, PTA nights, award activities, etc. will allow you to position and promote yourself, your colleagues and the firm. Also, talk with the budget/finance director at the school and volunteer to serve on their next fund-raising committee and really get engaged.
It was good to be with you, and I'm looking forward to my next visit.
Richard