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  1. Article

    Following up with at-risk clients

    Brent Jolly
    Meet and discuss the changes you are willing to make
  2. Article

    Creating an at-risk list

    Brent Jolly
    Which clients are thinking of jumping ship?
  3. Article

    Don’t be shy about your designations

    Brent Jolly
    Tell your clients the lengths you have gone to in gaining these qualifications
  4. Article

    Translate your “alphabet soup”

    Brent Jolly
    Make your designations part of your value proposition
  5. Article

    Four ways to increase client loyalty

    Brent Jolly
    Most defections are preventable
  6. Article

    Understanding defections

    Brent Jolly
    When a client jumps ship, it might not be your fault
  7. Special Feature

    Keep your clients

    Brent Jolly
    A three-part series on retaining clients
  8. Article

    Four reasons why clients leave

    Brent Jolly
    Knowing what turns them off can help you improve retention
  9. Special Feature

    Insurance Coach Q&A

    Jim Ruta
    A weekly video series with insurance consultant Jim Ruta
  10. Article

    Build a business continuity plan

    Brent Jolly
    Various methods of digital storage can help keep your practice running