I Don’t See Why We Have To Meet For Lunch

I Don’t See Why We Have To Meet For Lunch

For a long time, if someone showed even the slightest interest in my wealth management practice, Washington Financial Group (or just seemed like a potential client), I would ask them if they wanted to grab lunch so we could learn more about each other. I always thought it made sense. There was no better way to spend my time than meeting face-to-face with a potential client or strategic partner, right?

As cadrehas picked up steam, we have been extremely...