Why Client Retention Should Be Your Top Priority ǀ ASG010

Discover how to keep existing clients coming back for more. Our strategy includes practical steps you can easily implement into your business. Read the text version.

Download 16 Stats That Prove You Should Put Your Clients First
Download 5 Clever Ways to Keep in Touch with Your Clients

Mentioned in this Episode:

12 Creative Approaches to Lead Nurturing
Digital Disconnect in Customer Engagement
How Surveys Influence Customers
Loyalty Rewards: What Makes Consumers Stay

Related:

3 Ways to Calculate Your Clients’ Life Insurance Needs
How to Make the Most of Life Insurance Awareness Month
The Advisor Approach: Cross-Selling by Fact-Finding

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Tips for Working on the Road ǀ ASG008

Ready to maximize your productivity on the go? From planning and organization to choosing the right tools, we unpack it all! Read the text version.

Download the infographic.

Mentioned in this Episode:

12 Reasons to Stop Multitasking Now!
How to Turn Your Phone Into a Wi-Fi Hotspot
Multitasking: Switching costs
The Cognitive Costs of Multitasking

Related:

3 Ways to Calculate Your Client's Life Insurance Needs
Medicare for Snowbirds, Sunbirds, and Travel Enthusiasts
The Advisor Approach: Cross-Selling By Fact-Finding

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Exciting Changes to the 48-Hour Scope of Appointment Rule ǀ ASG007

Scope of Appointment rules have changed for 2018. Find out what's new and what's staying the same. Read the text version.

Mentioned in this Episode:

CMS 2019 Medicare Communications and Marketing Guidelines
Medicareful

Related:

Do's and Don'ts of Medicare Compliance
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What is AHIP and Why Do You Need It?

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