Using Technology for High Touch Relationships with Mark Bertrang – Episode 64

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

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


Links and Resources from this Episode


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

 

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.