Mastering the Initial Client Conversation.
The first conversation with a potential insurance client often sets the tone for the entire relationship. Clients respond best when questions focus on their goals and challenges rather than the product itself. Framing insurance as a solution to real-life concerns, family security, financial stability, or retirement planning, creates alignment.
The client should feel understood, not sold. How do you ensure your first conversation establishes clarity and trust?
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Rebecca J.
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Mastering the Initial Client Conversation.
6 Figure Insurance Blueprint
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