Merz
  • Home
  • About Us
    • Our Heritage
    • Our Team
    • Our Values
    • LIBRA
    • Privacy Policy
  • Contact

Believe it or not, your parents were wrong. Money actually does grow on trees. 
Skeptical? Don’t be. Just be willing to ask yourself: what kind of tree? And the answer is: a referral tree.


Sandler Training

January 12, 2020

Guess What? Money Does Grow on Trees!

Believe it or not, your parents were wrong. Money actually does grow on trees. 
Skeptical? Don’t be. Just be willing to ask yourself: what kind of tree? And the answer is: a referral tree.

Think about how many referrals you received over the past, say, twelve months. Why did you get them? Were you being proactive? Were you utilizing a system for generating them? Did you make a point to ask clients to send referrals your way?
Learn More
NEWS ARCHIVE
How Can Your Clients Protect the Money They Are Counting on for Retirement? Estate Planning: Wait and See Loans

Related Posts

news headers_educational

News

Never Ask For The Order

news header_life insurance

News

Business Planning Opportunities Using an IUL’s Cash Value

news header_LTC

News

OneAmerica Virtual Care Solutions University

Contact

Portland | [email protected]

Bellevue | [email protected]

Salt Lake | [email protected]

Des Moines | [email protected]

Steve | Jason | Ben

Admin office

4412 S Barbur Blvd.
Suite 240
Portland, OR 97239-4004

Local Phone | 503.228.9595
Toll-Free Phone | 800.326.9595
Fax | 503.273.8530

 

 

Strategic Alliances



© Merz Agency, All rights reserved | Designed by Apis Productions