Paresh B. Shah, CFP

Focus Sessions

Paresh B. Shah, CFP, is a 13-year MDRT member with seven Court of the Table and one Top of the Table qualifications who has worked in life insurance and financial planning since 2005. A licensed continuing education presenter to CPAs, he has spoken at several CPA conferences and has a TV show on South Asian channel ITV called “Money and Prosperity.” He is on the board of the New York State South Asian Chamber of Commerce

The Phone Does Ring: Get Introductions from COIs

Language: English

Getting introduced to qualified prospects makes our lives easier. Centers of influence like CPAs, attorneys, and property and casualty insurance agents are a great source of these introductions. Shah shows you the step-by-step process he uses to get introduced to qualified prospects. You will walk away with an action plan that you can implement when you get back.