4 Questions

Dashboard › Forums › High End Client Program › LinkedIn – “4-Question” Reviews › 4 Questions

1 reply, 2 voices Last updated by n d 4 years, 1 month ago
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    • July 30, 2020 at 10:45 am #44264

      Tina Matthews
      Participant
        @Tmatthews@harmanwealth.com
        1.  What’s your core focus in 2020?
        2. Do you have a plan for how to make that happen?
        3. If I could share some ways to help you implement “SMART MONEY” principles, would that be of interest to you?
        4. Great!  Let’s set up a short call to talk in the next couple of days. What’s a good time for you?
        5. Okay, perfect!  That works for me too. What’s a good number for me to reach you?

         

      • July 31, 2020 at 1:07 pm #44277

        n d
        Keymaster
          @negeen@coredm.com

          Hi @tina-matthews! Good work on your 4 questions – my feedback is below. If I haven’t provided you feedback on your LinkedIn profile, please make sure to submit that for review.

          Don’t forget to greet them in Q1 with their name – Great to connect [NAME]! What’s your core focus?

          Everything looks great!!

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