Session Description

Developing a system that not only puts you in front of your clients on a regular basis, but yields their feedback on how they want to see your practice operate, keeps your clients engaged and wanting to refer. Noble shares his marketing plan, which details how he keeps himself in front of his clients on an ongoing basis while keeping operations intact. Noble’s client appreciation events have produced countless referrals and provide the opportunity to ask for referrals without making it awkward.

Biography

Lucas J. Noble CFP, ChFC, is a six-year MDRT member with one Court of the Table honor. He is a financial planner and investment advisor representative at Lucas Noble Financial. He is committed to creating strategies that meet clients’ financial goals through accumulating and preserving wealth. As a MetLife special needs planner, Noble is certified in dealing with families with special needs dependents, both young and old. He is also active in political fundraising and organizing committees.

MetLife
222 Rosewood Dr FL 3
Danvers, MA 01923 USA

Email: lnoble@metlife.com
Phone: 978-646-3029