How to Gain Your Client's TRUST - Quick

How to Gain Your Client’s Trust – Quick

John, an experienced annuity producer, was meeting with a high-net-worth prospective client. As they talked, the prospect leaned back in his chair, so John leaned forward ...
Screen Shot 2013-03-07 at 9.48.27 AM

How To Gain Clients Through CPAs

During April, Americans become the most familiar with their CPAs, which becomes an opportunity for you to gain new clients through CPA referral relationships. Many financial ...

Sales Q&A with Kerry Johnson

Q. You have said that the most important aspect to creating sales is also building relationships. Would you elaborate? A. Too many producers treat their clients as just ...