Deep dive into Jennifer's client needs

Virtual coffee with Jennifer this morning was incredibly insightful. We spent time understanding each other's ideal client profiles in much more detail than our usual chapter presentations allow.

Jennifer works with business owners on succession planning, which is exactly when my financial planning services become critical. We mapped out the typical timeline of her client engagements and identified three key moments when a financial advisor referral makes sense.

I shared my client onboarding process with her so she knows exactly what to expect when she makes a referral. Transparency builds trust!