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NerdCircle Meeting - Planning Software & Asking Clients for Referrals

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1300 Godward St NE

1300 Godward Street Northeast

Minneapolis, MN 55413

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The NerdCircle is a growing group of young planners in the Minneapolis area.

Join us for our next meeting where we'll take a comparative look at financial planning software through the context of a case study. We'll also have a discussion on asking existing clients for referrals; Do you do it? Has it been successful? What have you done to make it feel less awkward?

You can reach me at ian@medicofp.com for questions and comments.

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Date and Time

Location

1300 Godward St NE

1300 Godward Street Northeast

Minneapolis, MN 55413

View Map

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