Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:
You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.
You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?
Well, not exactly.
Last week, we discussed how you as the advisor can contribute to your business growth by hiring experts and allowing them to do their job. This approach focuses on self-development and how it can contribute to the success of your business. This week, we’re going to review the next secret to building a successful practice, and the answer to your growth strategy is...
As the first of a two-part growth strategy for your business, this blog post focuses solely on you, the advisor. Most agents begin their business with the “do it yourself” approach. This can work in the beginning but eventually, you’ll need assistance to continue to grow your business. It can be a difficult decision to ask for guidance in running your company, as...
Could offering portfolio analyses be the missing piece to your practice? A complimentary life insurance policy review is a great way to connect with more people and delight current clients. It provides value to your client, but make sure to always keep in mind the overall goal of the portfolio analysis: to find the best policy for the right reasons.