or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Sep 18, 2007 3:30 pm

Anyone have a referral idea that works. One is, have been getting few of client's friends together for lunch to discuss the company 401k (no personal info)? Anyone have anything like this idea that is working?

Sep 18, 2007 6:20 pm

Do a good job for people and pay attention to the clients who are receptive to referring you out. Picking up the tab for golf never hurts.

Sep 19, 2007 12:53 pm

Nice post, Gekko.