Meet 7 Times a Year and the 4 Nonnegotiables
There are four must have meetings with clients every year. If you are a business owner, these are nonnegotiable.
- A household review annually
- New business for new households
- Add-on new business for current households
- Life conversation annually
When every team member is proficient in holding these four meetings, your business will be unstoppable.
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Articles by
Troy Korsgaden
Troy Korsgaden is a #1 bestselling author, a highly sought after speaker and consultant in the insurance and financial services industry with a proven track record of success. With his 30-plus years of experience in the insurance and financial services industry, he is able to draw on his extensive knowledge of best practices and industry trends as inspiration for his many consulting opportunities and speaking engagements. Troy is highly respected for his insights in the application of technology for carrier workflows and distribution, as well as change management, customer service, and transformational work. His energy, dynamism, humor and distinctive ability to connect with his audience truly set him apart and keep him in high demand.