The Review Has to Be Something the Client WANTS To Do
Offering a Annual Review is not enough. It is only “part” of a successful client engagement strategy.
We must have them come in to review everything they have currently for protection. We must give them advise on what they should be thinking about and what other people in similar situations are doing for personal risk management.
Success is measured by conducting a annual review with EVERY client….. EVERY year.
#ClientReviews #ClientEngagement
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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.