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Jason Windham (Prospect List (Alias H. (New partner, You plan to reach out…
Jason Windham
Prospect List
Alias H.
New partner
You plan to reach out
He has been non-responsive
Stone
Karkowski
Referral from Attorney
Zee can manage the relationship
Orbon
Cline Peter
Handling Client Flow
Shedding clients
This is not the Jason Windham show...
Currently has 123 clients, moving to 50-60
Niches
Sherriffs
Physicians
Business Owners
True Differentiators
Proactive financial planning
Qualified Staff/Team - 8 CFPs on staff
Proprietary Gameplan document
New Clients
Lyons
Phong Vu
Social Prospecting
Matt from Club
have not bumped into him
Sherriff Event
Skip is the coordinator
COIs
David W.
Accountant
Working on a client together
Brian: Brother-in-Law
wife: Angie
He works with physicians and he works in sales
Who does he know that you should know?
Intros/Referrals
Mike
Barney
Bank 401K
one-on-one meetings with execs
Risk profiles
A few are getting closer to retirement
Group LTC contracts