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- Meet and discuss the changes you are willing to make
- Article
Creating an at-risk list
Which clients are thinking of jumping ship? - Tell your clients the lengths you have gone to in gaining these qualifications
- Article
Translate your “alphabet soup”
Make your designations part of your value proposition - Most defections are preventable
- Article
Understanding defections
When a client jumps ship, it might not be your fault - Special Feature
Keep your clients
A three-part series on retaining clients - Article
Four reasons why clients leave
Knowing what turns them off can help you improve retention - Special Feature
Insurance Coach Q&A
A weekly video series with insurance consultant Jim Ruta - Article
Build a business continuity plan
Various methods of digital storage can help keep your practice running