As a provider of life insurance, your clients look to you for advice regarding their finances. And while you have the right credentials, you strive to continually improve yourself and thereby, the services you provide for you clients.
5 Habits Every Life Insurance Producer Needs To Break
August 21, 2016by Highland Capital Brokerage
in Life Insurance
tagged Advisor, Communication, Follow-up, Habits, impatience, Insurance, Life Insuance, Listen, pestering, Producer
In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.