Client Continuity Beats Business Succession
Speakers: Terry White, Todd S Healy
Year: 2017
Body of Knowledge:
Practice Management
Competence: Other |
Level: Basic |
Session Rating: 3.62
Gray hair dominates the high net worth market. We've sold life insurance as a managed asset. Now clients question who will manage it. Learn how producers can recognize and successfully meet their client continuity commitment.3 Session Takeaways:Realize the risk of client continuity failures.Match your client continuity liability with your client development asset.You can't do it alone!