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Making a meaningful connection with a CFO: Where to start?

CFO Steve Watson encourages brokers to understand a company’s structure when prospecting and do at least one minute of research.

Steve Watson. “The more formalized and marketing-like a meeting feels, the less credible it is to me,” Steve Watson told attendees at the BPRO Broker Expo. “Take three minutes and learn about your subject and I promise you will stand out.”

Steve Watson has a diverse background and a lot of titles that can be put after his name – CEO, CFO, CHRO and CPA. For some, it might sound intimidating, until you meet him.

The nation’s top brokers were in attendance Monday at the opening day of the BenefitsPRO Broker Expo 2021 in San Diego, California, where the founder of TrendBreakers took some time to give some key tips on how to better connect during an afternoon session, titled: “How to Better Connect with CFOs.”

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Natalie Dolce

Natalie Dolce

Natalie Dolce, editor-in-chief of GlobeSt.com and GlobeSt. Real Estate Forum, is responsible for working with editorial staff, freelancers and senior management to help plan the overarching vision that encompasses GlobeSt.com, including short-term and long-term goals for the website, how content integrates through the company’s other product lines and the overall quality of content. Previously she served as national executive editor and editor of the West Coast region for GlobeSt.com and Real Estate Forum, and was responsible for coverage of news and information pertaining to that vital real estate region. Prior to moving out to the Southern California office, she was Northeast bureau chief, covering New York City for GlobeSt.com. Her background includes a stint at InStyle Magazine, and as managing editor with New York Press, an alternative weekly New York City paper. In her career, she has also covered a variety of beats for M magazine, Arthur Frommer's Budget Travel, FashionLedge.com, and Co-Ed magazine. Dolce has also freelanced for a number of publications, including MSNBC.com and Museums New York magazine.

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