In-person events are a reliable way to get clients

8 Feb 2026 · 1 min

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The speaker presents a zero‑budget, immediate‑action plan for acquiring clients by attending in‑person networking events such as chambers of commerce, BNI groups, local business meetups, and conferences. He stresses that success requires actively engaging attendees—having real conversations, scheduling follow‑up appointments, and connecting information—rather than merely collecting business cards. He also advises rigorously qualifying prospects, focusing on businesses that have sufficient money, time, and resources (e.g., multi‑million‑dollar companies) and avoiding low‑value targets like single‑person operations when selling high‑value financial services.

Chapters

This is what I would do if I had to start from zero with no money and I needed to get clients tomorrow. In person events can Anything from your chamber of Commerce to BNI to local business meetups to even conferences and conventions is high leverage low scalability. So if you go you need to be committed to getting a conversation with someone. Don't just ask for someone's business card and step away. Connect information with them. Schedule an appointment with them to go over and see how you can help them. When you go to in person events you want to make sure you're focusing on people who actually have money, time, energy and resources. You don't want to talk to the guy who's a one person plumbing business when you can only sell financial services like fractional C with somebody who's doing a couple million dollars a year. You want to avoid that guy. I'm sure he's a wonderful person. He's not a qualified prospect.