Network of Connections
von Maribeth Kuzmeski
1. Networking/ Community Contacts
1.1. Prospect/Referral Source _____________
1.2. Prospect/Referral Source _____________
1.3. Prospect/Referral Source _____________
1.4. Prospect/Referral Source _____________
2. Strategic Alliances
2.1. Accountant #1_______________
2.1.1. Referral_____________
2.2. Accountant #2_______________
2.2.1. Referral_____________
2.3. Bank Loan Officer_______________
2.3.1. Referral_____________
2.4. Estate Planning Attorney_____________
2.4.1. Referral_____________
2.5. Divorce Attorney_____________
2.5.1. Referral_____________
2.6. Other Professional_____________
2.6.1. Referral_____________
3. Client Advocates
3.1. Client _______________
3.1.1. Referral_____________
3.2. Client _______________
3.2.1. Referral_____________
3.3. Client _______________
3.3.1. Referral_____________
3.4. Client _______________
3.4.1. Referral_____________
3.5. Client _______________
3.5.1. Referral_____________