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Published byJasper Hunter Modified over 9 years ago
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The KLTR Group is a community of executive-level professionals who serve their clients in a trusted advisory role and share the highest standards of integrity, performance and accountability. The KLTR Group promotes commerce, relationship building, information sharing, and collaboration among it's members for the benefit of their clients and each other.
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The KLTR Group's members are experts in a wide range of fields, including law, accounting, banking and finance, insurance, and consulting.
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Membership in The KLTR Group is limited to highly respected professionals whose standards of performance and quality of services are constantly monitored by their fellow members. This peer accountability is one of the greatest benefits for members and clients working with The KLTR Group's professionals.
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Building a successful Group Matrix Minimum Group Sizes: 28 4 + Accountants 12+ Attorneys 2+ Banking 2+ Consultant 1+ Financial Services 1+ HR 1+ Insurance 2+ Investment Management 1+ Marketing 2+ Real Estate
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The best way to sell is not to sell!! There are several professionals in my group within the same industry - why me?
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Research the attendees prior to the meeting Anyone in particular you would like to meet?
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First impressions last a lifetime last a lifetime KLTR Networking = K now L ike T rust R efer Accelerated Relationship Building K
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Leave Them Wanting More Addresses who you are, what you do, something about the back of your card
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The meeting after the Group meeting Listen more than you talk Share your personal life (the back of your card) Find out how and who you can refer
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Qualifying referrals and introductions Quality not quantity Follow up Try to create personal introductions Do the best job you can do
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Thank them in person – During a follow-up meeting Learn about the referral source so you can talk about him/her
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DON’T SELL… MAKE FRIENDS... BE TRUSTED…
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