Client Advisory Board Luncheon Results: * We discussed the addition of the New Strategists Stadion and Rochdale.
* Educational Seminars, there was much discussion regarding the Value...most everyone agreed that for current Clients, since we meet and communicate so often via email, that these may not be the "Best Use of my Time" and or "Return on Investment".
After much discussion it was decided that we will be asking you to respond to One Question:
Click below to respond:
Yes or No; Benefit from an Educational Workshop
* Media, it was unanimous that participating in Smart Money, Money, Distinctly Oklahoma mags, ABC, NBC, CBS, Fox News, CNBC, etc. interviews, were beneficial for clients and the public and I should continue to take advantage of these opportunities.
Lastly, I was instructed by my Board to "have some fun!". I listen to all comments and suggestions. Thank you all for your participation and candid input.
Diva
No comments:
Post a Comment