Mark Bertrang has developed a strategy for using technology in his business to build a strong referral based business. In this episode Mark and Tammi talk about setting the stage before, during and after the meeting so that clients understand how to work with you and keep everyone happily moving along.

 

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

 

Links and Resources from this Episode

• Connect with Guest
• • http://www.bertrangfinancial.com/

 

Show Notes

• Mark’s business structure and background - 2:00
• Why 99% of their business is referrals - 5:18
• What he offers as a thank you gift - 9:59
• Understanding the initial meeting - 11:33
• Fulfilling compliance regulations and making notes - 14:30
• Why people are actually looking for friendship - 20:57
• The power of audio - 22:35

 

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