InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever.
In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies for finishing this unpredictable year on a strong note.
In this episode, you will learn:
- Opportunities for fourth-quarter meetings with clients
- Why advisor planning improves advisor-client relationships
- How intentionality benefits advisors
- Why advisors should coach clients on their social security benefits
- And more!
Tune in now to discover InsurMark’s marketing approach that will propel you into 2021!
Resources: InsurMark:(800) 752-0207 | Prospect Meeting Agenda Template