Review Program
A successful Annual Client Review Program must have the following elements:
-Build connections
-Create consistency
-Foster Collaboration
The annual client review is not a sales meeting. However, when done properly you are positioned to provide product solutions at your next meeting(s) based on your clients personalized needs.
#AnnualClientReview #PracticeManagement #KorsgadenInternationalConsulting
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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.