Author Archive | stephen

Guardians

One of the best ideas for both helping more people get insured and finding yourself more leads can be found in this video. If you want more leads with families it is a must watch.

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Adviser Websites

Once a video is sent out each month. You get a report of how your clients interacted with it. Many will have chosen to watch it but just not contact you. They are busy. Having a telemarketer follow up on your behalf to touch base not only helps retain clients, but can find hidden opportunities…

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