Are You Contacting Clients too Often or Not Enough?
Insurance & Financial advisors manage more than Policies & Portfolios. You also manage clients, their emotions, concerns & expectations. Engaging enough or too often?
Insurance & Financial advisors manage more than Policies & Portfolios. You also manage clients, their emotions, concerns & expectations. Engaging enough or too often?
Strong Client Relationships is not just nice; it’s smart. Your existing Clients can be a Gold Mine. Are you Mining it?
During today’s unprecedented times, more people at home and “Scams” on the rise for your financial clients & prospects; how you reach out to them matters.
While no one really saw Covid-19 coming or how Social Distancing would impact their business, many had to adjust & adapt.
Do your prospects often say “I want to think about It”? Find out what it means.