This week David Hillelsohn, founder of DHill Financial, LLC (https://dhillfinancial.com),
will talk about Asking for Referrals.
Our format is:
11:30-12:00 Open networking followed by self-introductions.
12:00-12:40 Speaker presentation
12:40-13:00 Roundtable and business discussion
Don't forget to bring your business cards and feel free to invite additional guests to the meeting.
About David:
David Hillelsohn started his own insurance office in May 2016 leveraging 26 years as an insurance wholesaler prior to starting the firm. While we enjoyed gaining a better understanding of the importance of relationships with insurance companies, what he missed was the opportunity to work directly with customers who need someone they trust to guide them through life’s unknown waters. David has expertise with companies of 15-20 employees who are reaching COBRA eligibility, and who need assistance with health insurance plan selection and management. His prior experience working with insurance companies helps him solve real client needs with precision and predictability.
One of the unique elements of David's insurance business is that he built the practice without asking people to review their insurance... he's not asking people to protect everything they own. This approach has led to an increased level of trust with other peer professionals, and has allowed him to build a referral based business. We can all get better at asking for referrals - this conversation will help shape our mindset as we approach this important part of building our business.
Come join us and GROW.
