Brian Ouellette
👤 SpeakerAppearances Over Time
Podcast Appearances
So the key thing with developing any client base, you have to have a connection.
And a relationship can begin all different ways.
But at some point, there's a connection.
We are a connecting company.
Got it.
Okay, so we're just rolling out now.
So I've got people just beta testing us right now.
We're brand new.
How many beta testing?
We're young.
We're young.
We've got about seven people beta testing us right now.
Yeah, I've been doing this for 10 years.
So I've got existing financial advisors that work.
There's been clients of mine already.
I had a high renewal rate with ProAuthee Direct.
So those are using them.
I got close confidants of mine, friends of mine that are using it.
And then some people in the real estate, two people in the real estate business using it.
And I'm only targeting those four accountants, attorneys, financial advisors, realtors with this.