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Lunch and learns

technique
Last discussed Oct 6, 2026

A prospecting technique in which advisors give short educational presentations to groups over lunch to generate leads.

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Michael Yoder
mentioned
Used for: Building an early client base

"Annette in 2004, while I was in management, she went out and built the practice essentially by something called lunch and learns."

Ep 510: Creating Effective Discovery Meetings To Convert ... · ▶ 9:41 · Oct 6, 2026
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