At times, agents and advisors can lose sight of what the primary goal is for each appointment — or even phone calls — with qualified client prospects.
For me, it’s simple: what I try to do is to ensure that the prospects I am meeting with get to know me, warm to me, and trust me as they leave our meeting.
Know, Like, Trust.
Latest posts by A&A Editorial Team (see all)
- Build Your Succession Plan, Protect Your Legacy - July 1, 2025
- Life Insurance in Retirement Strategies: Balancing Benefits and Drawbacks - June 23, 2025
- Retirement Readiness Means Rethinking The Decumulation Phase - June 19, 2025