8. Be A Go-To Expert
“Probably the biggest inflow of new clients over the last 30-plus years has come from our relationship with a large corporation. We know and understand their employee benefits really well.
"This focus has spread throughout the local office, and as a result, we continue to receive referrals, most of whom spoke to an existing client of ours who shared their experience with us.”
Jamie Upson, EVP at Wealth Management Group LLC