Melinda Wengel

Financial Advisor

Building Trust, One Connection at a Time

When Lisa Bennett became a financial advisor, she knew her biggest challenge would be earning the trust of new clients. Word-of-mouth referrals were essential, but building a steady network of trusted connections took time—until she found AmSpirit Business Connections Greater Miami Valley.

Within her first few months, Lisa established relationships with fellow members who understood the importance of financial planning and shared her name with their networks. One referral quickly led to another, and before long, Lisa had doubled her client base with individuals and business owners seeking reliable financial guidance.

“AmSpirit gave me more than just business—it gave me credibility in the community,” Lisa reflects. “The connections I’ve made here continue to open doors I wouldn’t have found on my own.”

Now, Lisa mentors new members, teaching them how to cultivate trust and maximize the power of referrals in their own businesses.