NOT FOR REPRINT
Page Printed from: benefitspro.com/author/profile/kevin-trokey?page=7
Sign In To follow
How many brokers are conducting a mid-year stewardship meeting where the purpose is to renew the relationship with the client?
Yeah, fourth quarter is busy, I get that, but prospecting is about the last thing a producer should ignore.
The spotlight on the latest hot benefit solution blinds advisors to all of the other solutions that came before and are collecting dust in the toolbox.
Networking on social media isn't much different from traditional networking. It starts with just showing up.
Now is the time to re-engineer your business to separate yourself from the carriers and to formally serve your clients.
For some, ownership is a “free pass” that allows them to not be accountable to anyone and therefore to not have to perform.
If you can find a little of your leftover inner child, it can make this responsibility thing a whole lot more fun.
We are on the cusp of addressing one of the most challenging issues facing our country and economy today.
If you want to have an impactful interaction with a potential client, the meeting has to be different.
Sales goals are usually some function of just putting out a number to make the accounting department go away.