Archive | Playbook

Loss Leader For Advisers

Have you ever found it hard to get a new prospect to talk to you about insurance? You are not alone. This tactic is designed for newer advisers to get more people talking to you and opening conversations.

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BNI Video Referral

Are you struggling to get referrals from BNI? Once you have gone through the quick wins it can be tough. Here is a strategy that will help your BNI members share your message with ease without having to have that tough insurance conversation. Enjoy!

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Video Text Messages

Did you know you can text message your videos? This is great if you have spare time between meetings, are struggling to get a prospect to actually see you or you want to let current clients know about a service you offer. With a 97% open rate text messages are a fantastic tool for advisers.

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