Leave alone unless given a personal handoff

Re-engage and build relationships

Target: CPA, CFO, Wealth Management ETC Through Organic Relationship Building Referrals that come in Lead off Marketing and Branding efforts

Target: CPA, CFO, Wealth Management ETC Through Organic Relationship Building Referrals that come in Lead off Marketing and Branding efforts

Virtual Monthly Event Work with (Name) Drive SP to Learn about Different Products every month

Set up regular Communication for SP with Teams and Arrange Team Meetings get (Sonya and RM involve if needed)

Make sure SP is connected To Google Drive Training

Track Pipeline for SPs

Live Event

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Build Experience for SP To get to know B10

Attend Events and take advantage of Guest List us SP Advisor if needed

Follow up on a monthly Basis

Set Up Next Step. Advice SP

Set up Expectation for Contact

Build Relationship See why CIs would be right

Follow up with SP On rotation

Build Long Lasting Relationship

Have one a month meeting about their current pipeline

Goal get new referrals