Increase your visibility to build your book — but it takes time
These common gaffs could be costing you business
An open discussion enhances client trust
Dividing clients according to criteria such as age, gender, life-cycle stage and profession can help you develop a book of high-value clients. The key is to identify your preferred clients and determine what they have in common
Put yourself in a position to ask clients the right questions, and be able to assess their expectations
Listening attentively and paying complete attention to prospects can help you in gaining their trust
Approach must be one that is disciplined and gradually strengthens the relationship
Try to see things from the client’s point of view
Clients who can afford whole life insurance may benefit by using the product as part of an investment plan as well. While the strategy has its advantages, it might not be suitable for all clients
Track your efficiency by measuring these key areas of your business