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July 19, 2011 at 08:00 PM
“This is boring, but it is advice that works. Most of my clients come from referrals. I get those because we really try to service our clients. I try to see my A clients four or more times a year, B clients two to three times, and C clients at least once a year. People today can buy financial products anywhere. Besides good advice, what most people want is a relationship with people who care. If you take the time to listen to your clients, you can really help them achieve their goals. In turn, they’ll help you achieve yours.” — Barbara A. Pietrangelo, CFP, CLU, ChFC, LUTCF, RFC, CLTC, Burkey, Pietrangelo, & Associates, Ada, Mich.
Editor’s Note: The preceding tip was taken from “Eight for ’08: Leading Producers Share Their Insights for the New Year,” which ran in the January 2008 issue of Life Insurance Selling. To read the complete article, click here.
To read last week’s Tip of the Week, click here.
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