XPX NY Metro - Part 2: Our Advisor Network Matrix

 Making the Proper Advisor Introduction

Based on your feedback from Part 1 meeting,  we have created an Advisor Network Matrix to share with the group. We have also asked  Lee Frederiksen, Managing Partner from Hinge Research Institute to discuss the findings of the Referral Marketing Study his firm completed in collaboration with XPX on increasing the opportunities for introductions. 

As 2016 begins, we discussed in our last meeting a way to provide and work with a CORE network of trusted advisors that we can work closely with to enhance our clients service and increase our business pipeline. 

Please join us for Part 2 of our meeting. We will also share referral stats with the group since our November 11^th meeting.

This is an Invite Only Event.

“Don’t miss it! This meeting will impact your 2016!!” 

Special Guest:

Lee Frederiksen

Hinge Research Institute

Topic: Rethinking Referrals

Host:

Brett Dearing

Senior Director, Wealth Management Services

BNY Mellon Wealth Management

RSVP

Please respond by contacting Sharon Williams at sharon.williams@bnymellon.com
or 212 922 4553