AGI Workshop: Creating a Personal Business Development Plan

This presentation is designed for professionals that are actively involved in business development. The workshops will walk participants through a proven process for planning effective business development activities. Specific topics will include:

  1. Cross selling
  2. Client referrals
  3. Referral relationships development and optimization
  4. Identifying value-added networking opportunities
  5. Niche business development

At the conclusion of the workshop, each participant will have completed a personal business development plan for the next month, including both annual objectives and monthly and quarterly activities.




This workshop has an accompanying workshop for management only:┬áManaging your Firm’s Business Development Efforts

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