Batch 2

Overcoming the "I Don't Have Time to Network" Objection

A new year — and a new decade — is a great time to start fresh, overcome the obstacles and expand your circle! We have a few ideas to assist in the world of networking, provided by Hannah Buschbom, co-founder of The W Source™, financial professional with SagePoint and Santa Barbara, CA Chapter Head.

Visit the “go-to” Networking Hotspots. To increase the chance of running into potential clients or referral partners, frequent the coffee shop across from the courthouse, the local farmer’s market, or a popular sporting event.

Delegate Scheduling. Give your assistant the power to help you make appointments. Have them set a weekly calendar reminder to set up three coffee appointments with referral partners a couple weeks out.

Use the AM/PM Rule. Our industry is demanding with inbound calls, emails, and client requests. Here are some guidelines:

  • If a client calls before noon, respond before the end of the day, with at least a quick note “I want to acknowledge I received your email/call, and I’m doing some research”

  • If a client calls in the afternoon, I respond the next day before noon.

Leverage Technology. Three favorite and inexpensive easy-to-use tools:

  1. Wunderlist - allows you to create a repeating task and reminds you to reach out to important connections and clients.

  2. Google Alerts - Set up a Google alert on your top clients and referral partners. If their name or company is published in the news, Google will send you a notification. It’s a great reason to reach out and congratulate them on a new endeavor or invite them to a coffee to learn more about a charity they support.

  3. Auto-Schedulers - Calendly and Timetrade are great tools to help schedule time with clients or referral partners. Send a referral partner a link to your calendar that is live 24/7 and allows them to pick a convenient time. This eliminates the back and forth of trying to make an appointment. Bonus - it sends them an automatic reminder the day before to reduce the chance they’ll forget about the appointment.

Join an Affinity for Professionals that Focuses on Your Area of Expertise. Having a pre-built networking group already in your calendar can be the best way to manage your time. It creates a recurring monthly event where you connect with 20-25 people… and that allows you to easily add networking to your routine.

Want to learn more or start a chapter? Contact The W Source™ be emailing info@thewsource.com, call 1-833-W-Source, or visit their website: www.thewsource.com.

Originally published in Advisor Group's Women Forward Edge, dated January 16, 2020.

Third and Final Chapter of The W Source™ Launches Today in Atlanta, GA

North Atlanta Chapter of The W Source™ Launches,
Continuing Support of Female-Centric Businesses

 
 

August 1, 2019 – The most recent Chapter of The W Source™ launched today in Atlanta,Georgia, led by Chapter Head Jennifer J. Johnston, CFP®, BFA™, of genFinance, LLC. The North Atlanta Chapter will be the third and final chapter in the greater Atlanta area. This marks the most recent location launch since The W Source™ was established in late September of 2017. 

“For me, it’s 100% about my clients. Creating a strong network of professionals that can meet the needs during different life stages, allows me to better serve my clients. I was so impressed with The W Source. Their vision accompanied by an amazingly designed platform carved the path for me to put in place what I’ve wanted for a long time!” Johnston comments about her launch.

The W Source™ is an expanding nationwide networking organization for female professionals. As Chapter Head, Jennifer is provided with tools and resources, marketing support, as well as a dedicated onboarding specialist to assist in the success of their launch.

With corporate offices in Santa Barbara, California, The W Source™ helps expand female professionals’ referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Members include professionals such as CPAs, Attorneys, Risk Management Specialists, and others. Each Chapter holds monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their networks.

For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE or at Info@TheWSource.com.

About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, goods, and professional services.

 Securities and Advisory Services offered through Triad Advisors, LLC. Member FINRA/SIPC. genFinance, LLC and Triad Advisors, LLC are not affiliated.

Expansion Continues for The W Source™ with Opening of New Chapter in South Placer County

South Placer County Chapter of The W Source™ Launches,
Continuing Support of Female-Centric Businesses.

May 30, 2019 - Roseville, CA - The most recent Chapter of The W Source™ launched today in Roseville, CA led by Chapter Head, Heather Clark of Next Step Wealth Management affiliated with Cambridge Investment Research, Inc. This marks the most recent location launch since the company was established in late September of 2017.

“I am super excited to be part of a group of professional women who will be a strong source of support for each other and our community of South Placer.  We want to create an organization where individuals can go to get all the professionals they need in one trusted place,” Clark comments about her recent launch.

The W Source™ is an expanding nationwide networking organization for female professionals. As Chapter Head, Heather is provided with tools and resources, marketing support, as well as a dedicated onboarding specialist to assist in the success of their launch.

With corporate offices in Santa Barbara, California, The W Source™ helps expand female professionals’ referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Members include professionals such as CPAs, Attorneys, Risk Management Specialists, and others. Each Chapter holds monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their networks.

For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE or at Info@TheWSource.com.

About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, goods, and professional services.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Next Step Wealth Management are not affiliated.

Cambridge Women Advisors Summit in Fort Worth, TX