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Step Five – The Things You Want to do. Send Articles of Interest – Quarterly Leverage your “insider” knowledge. Host Some Events – Quarterly. Invite the right clients, and ask them to bring a friend. Be patient. Seriously. Combine Financial and non-financial events – use your imagination. Global Investing – Wine Tasting. Retirement Income Planning – Seniors Tours. Christmas/Holiday party with a tie to charity. Get involved in your community. Follow up with non-attendees.

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  • 1. Step Five – The Things You Want to do. Send Articles of Interest – Quarterly Leverage your “insider” knowledge. Host Some Events – Quarterly. Invite the right clients, and ask them to bring a friend. Be patient. Seriously. Combine Financial and non-financial events – use your imagination. Global Investing – Wine Tasting. Retirement Income Planning – Seniors Tours. Christmas/Holiday party with a tie to charity. Get involved in your community. Follow up with non-attendees.