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Your satisfaction is at the heart of what we do, and we are committed to exceeding your expectations every step of the way. Thank you for being a part of our journey! 🌟 Want to read more about how we’ve helped others? Visit our website for more client stories and testimonials. 🔗 Explore more @ www.managingfromafar.com #ClientThankYou #CustomerFeedback #Gratitude #ClientSuccess #ManagingFromAfar #Thankful #CustomerSatisfaction #BusinessGrowth
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Another day, another piece of sound advice from the F4B team.👏👏 This time it’s Olivia Gallagher. Don't miss out on the latest industry insights! Become a pro with F4B's expert guidance. Don't settle for "good enough”. Follow the F4B page and get the insights from the experts! #TopTips #ExpertGuidance #FollowUs
“Set a completion date with all parties involved so that everyone is working towards the same date.” - Sales Advisor & Case Manager, Olivia Gallagher We couldn’t agree more, Olivia! This is important, as it helps everyone stay focused and motivated to complete by the deadline plus with a common finish line, everyone can coordinate their efforts more effectively. This avoids delays caused by waiting on others or rushing to meet individual deadlines. In short, a completion date provides a roadmap for everyone involved, creating smoother progress and a more predictable outcome. Thank you for sharing, Olivia! 🌟 #CompletionDate #IndustryKnowledge
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Just when I thought I was out for the weekend, a potential lead pulls me back in. Duty calls! #InsuranceAgent #telesales #lifeinsuranceagent #lifeinsurance #finalexpense #SalesCoaching #SalesDevelopment #OutboundSales #insurancebroker #insurancebusiness
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Are you tired of spending countless hours onboarding new clients? 😖 Longing for a more streamlined and efficient process? 👀 It can sometimes feel like onboarding clients is a thankless task. You finally get them from prospect to client, only to wade through countless compliance procedures all before you start doing the work you charge them for. But there is another way… A way that will wow your clients and be profitable for you and your team. After all, you only get one chance to make a first impression. Join Jack Choppin, Senior Sales Manager at GoProposal, for a session this afternoon in partnership with ICAEW, looking at strategies to overhaul your client engagement process and pave your way to profit. 💥 Save your place ✅ : https://lnkd.in/eKZ7s_dy
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Goal is to grow in all aspects of life. Current priority: Working with 7 businesses on marketing
The real way of getting a client in 6 easy steps: 1. Get the lead 2. Get on the call 3. Close a client, by providing real value 4. Get them first win you promised 5. Over deliver 6. Repeat Have a good one, ANZA.
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Meet our Intermediary Sales Team Leader - Lizzie Atkins 💁♀️ What was your first job? Gamestation – absolutely loved it and met some unique characters. 🎮 What’s your dream place to visit? I would love to visit somewhere exotic with white beaches and clear blue sea (child free). 🏖️ What’s your favourite thing about the Society? Definitely the people. We spend most of our days with each other so you need to get on and have a laugh. Also brokers enjoy having the more human approach when speaking to us. 💛 Which product/criteria do you think makes the most impact? Income flex – this is such a popular product and really helps customers that might be in a bit of an unusual situation. A popular aspect of this is using the most recent years income if a customer is self-employed. 🤩 What's your top tip for brokers? Always provide the correct packaging documents at application to prevent any delays. 📎 What motivates you in life? Doing a good job! It’s great speaking to brokers and customers knowing that you might have helped them with their dream purchase. 🏡
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We help financial advisory businesses systematize, scale, and sell their practices | Automated Referral Software | 200+ Practices Represented in Acquisitions | Hired, Trained, and Led 5,000+ Financial Advisors
"I don't keep in touch with clients as much as I should." I hear this from sales pros in financial services and insurance, constantly. Reaching out to your client base can feel pushy or uncomfortable. Not to mention, the process of remembering to nurture can be overwhelming. Here's how we help our clients become top of mind to their client base in less time and effort, without sacrificing authenticity: Automate Relationship Nurturing: We set up systems to send personalized, value-packed emails and texts automatically. → This leads to regular touch-points that are personal, timely and an organic part of their client experience. Streamline the Referral Process: We integrate simple referral requests into regular communications. → This leads to a seamless experience where clients can refer others with the click of a button. Use Dashboards for Transparency: We implement tools to track and show clear ROI from referral activities. → This leads to confidence in the process and adjustments based on real data. It's all about fine-tuning to maximize efficiency and results. Don't have a referral system for your organization? If you're looking for more ways to add value to your clients and increase your referrals, send me a DM, and let's chat.
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📢 Major Win Alert! Let's celebrate the incredible success we achieved last month: 𝐋𝐞𝐚𝐝𝐬 𝐆𝐚𝐥𝐨𝐫𝐞: Our targeted ads and persuasive VSL funnel generated a massive influx of interested prospects. 𝐁𝐨𝐨𝐤𝐞𝐝 𝐂𝐚𝐥𝐥𝐬 𝐁𝐨𝐧𝐚𝐧𝐳𝐚: We secured an impressive 52 booked calls in just 21 days! That's an average of over 2 calls per day! 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧 𝐏𝐨𝐰𝐞𝐫: With a 35% conversion rate, our insurance agents are turning these calls into happy, paying customers. 𝐓𝐞𝐚𝐦𝐰𝐨𝐫𝐤 𝐌𝐚𝐤𝐞𝐬 𝐭𝐡𝐞 𝐃𝐫𝐞𝐚𝐦 𝐖𝐨𝐫𝐤: This achievement is a testament to the power of collaboration, strategic planning, and flawless execution. Let's keep this momentum going and reach even greater heights in the months to come! 🎉
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