Jeff Nymark, CIMA®
First Eagle Investments
Presentation follow-up
- GENERATE more introductions from your favorite clients
- Connect (monthly)
- Coach clients for introductions
- Create the avenue for in person introductions
- Tax-loss harvest Muni Bonds
- FEHIX – High Yield Municipal
- FDUIX – Short Duration High Yield Municipal
- Balance portfolio risk with First Eagle Global (fund or ETF)
- Equity returns with less risk
- Diversify into International equities & gold
- Below average market returns is the best environment for First Eagle
Building Advocacy Game Plan
- Create a list of 5-10 relationships you want to multiply
- Commit to monthly contact (meeting, casual connect, phone call, email & personalized gift)
- Coach for introductions: “If you’ve ever wanted to introduce me to someone, but struggled with what to say, here is what I would ask you to say about us…”
- Create the opportunity for good introductions with small group events (golf, fishing, golf lessons, wine/whiskey tastings, etc)
Small Event Ideas
Chip & Putt Golf Clinic Pickleball Clinic
Fly Fishing Lessons Bike Tour
Spring flower tutorial Holiday center piece
Whiskey tour/tasting Wine pairing or tasting
Charitable Gala Concert or Comedy show
Manicure/Pedicure (Multi-Gen) Family Photo (Multi-Gen)
Cooking or Baking class Birthday party (widow/widower)
