How can we expand our corporate accounts within to reach the individuals of the organization?
Contact the person you work with at the private school and suggest a full retirement plan review for each member of the staff and the board. This will help ensure you keep the account as well as expand the number of centers of influence within it.
Also, inquire how you can become involved in educational/sport activities at the school. As you know, they have many special events. Sponsoring fairs, trips, speakers, PTA nights, award activities, etc. will allow you to position and promote yourself, your colleagues and the firm. Also, talk with the budget/finance director at the school and volunteer to serve on their next fund-raising committee and really get engaged.
It was good to be with you, and I’m looking forward to my next visit.