What a great ProVisors morning!
Keith Klein got us started with announcements and updates before turning it over to our presenters.
Matt Wells kicked us off by sharing how he helps high-net-worth and high-earning clients use smart tax-planning strategies so they can keep more of what they earn.
Alex Hultgren followed with an unforgettable Elvis impersonation while talking about the danger of “random acts of marketing.” And be sure to check out his book, The Three Know$ of Marketing!
Gary Johnson wrapped things up with a great lesson on how to give a meaningful testimonial — and then put us to work.
We paired up, had just 2 minutes and 30 seconds to prepare, and then gave an enthusiastic, completely over-the-top introduction for our partner.
The results were hilarious, creative and memorable — and a great reminder of what ProVisors is really about:
Learning about each other. Building real relationships. And becoming better at telling others why the people in our network are so good at what they do.
Thanks for a fun and productive morning!