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Making your Face-to-Face meetings productive

Last week I was on a call with a member.   I asked him how things were going in his group.  He said, “Bart things are great. It is working. ”  Then, he paused.  When he paused I said, “You paused.  What is the but….?”

He spent the next few minutes complaining about 2 members in the group.  He had recently […]

Don’t discount the small referrals

Recently,  I heard a great story from A.L. Kawaja, a financial advisor since 1999.  He told a story about one of his best clients and how he got them.

When he first started in the business he had a gentlemen walk-in who wanted to buy $5000 worth of Abercrombie & Fitch stock.

A.L. said, “I took the time to get to know the guy.  […]

Why be part of a Referral Group?

In sociology, social capital is the expected collective or economic benefits derived from the preferential treatment and cooperation between individuals and groups. Although different social sciences emphasize different aspects of social capital, they tend to share the core idea “that social networks have value”.(1)

I first heard about the concept of social capital in economics classes at the University of […]