Give Clients All The Reasons To Come See You In Person

Uncategorized Sep 19, 2023

An extremely large segment of clients still want to meet with an insurance and financial services professional in person. Don’t default to phone, text, and virtual. These are very valuable tools to engage the client throughout the year. However, give it your all to meet at least once a year face-to-face.
In person meetings are more effective in building a long term relationships.
#ClientRelationship #InPersonMeetings


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