Sorry. I'm not really interested. I've been in many networking groups over the years. CFPs tend to be big providers of quality leads but get very few themselves. I think the main reason is that CFPs have a very strong influence over clients so our leads are like gold. But most leads group members are more transactional and can't give the power introduction that a CFP needs to convert the lead into a client. It's hard for someone who isn't a client or another professional advisor to truly make a recommendation about someone's money. I wish you all the best though.
Sure thing. My business is a bit different than most, so I hope I can still fit in one of your categories. Feel free to contact me here or at my regular email: [email address]
We do hard money lending for real estate investor development (fix-n-flip, rentals, new build, etc.), and I do coaching and development for investors as well. If the group was investor oriented, than I would have interest.
Answers (1-10)
Sorry. I'm not really interested. I've been in many networking groups over the years. CFPs tend to be big providers of quality leads but get very few themselves. I think the main reason is that CFPs have a very strong influence over clients so our leads are like gold. But most leads group members are more transactional and can't give the power introduction that a CFP needs to convert the lead into a client. It's hard for someone who isn't a client or another professional advisor to truly make a recommendation about someone's money. I wish you all the best though.
Hi Diana, I would be very interested in joining if there is a spot open. I will reach out sometime today! Thank you, Melissa Richardson (720) 837-9587
Actually, I am an attorney as well. I was I. House corporate counsel for a large financial services company here in Denver.
Yes. Tell me about your group. How many people? Do you restrict the number of people by industry? How often do you meet?
Hi Diana,
I would be interested, do you have a marketing or graphic designer currently in the group?
Thanks,
Alan
Great day to you. yes, I would join a networking group. does depend on day and time.
Sure thing. My business is a bit different than most, so I hope I can still fit in one of your categories. Feel free to contact me here or at my regular email: [email address]
what kind of networking group?
What is the focus of your networking group?
We do hard money lending for real estate investor development (fix-n-flip, rentals, new build, etc.), and I do coaching and development for investors as well. If the group was investor oriented, than I would have interest.