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Strategies to keep freebies from luring your clients

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At the recent NAHU Convention, we spoke with Lillian Shapiro, president of HR360, about some of the challenges that benefits advisors face from companies providing “free” stuff in exchange for Agent of Record Letters. She points out that this type of marketing is not a new hurdle, but one that has reappeared at a particularly interesting time in our business.

On this episode of ShiftShapers, Lillian shares a simple yet powerful technique advisors can employ to give them a competitive advantage over any technology platform. She offers advice and ideas to help you become more effective and efficient in closing new clients and retaining existing ones. Lillian believes that advisors today already have a unique value proposition – they simply need to learn how to present it in a compelling and competitive manner.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at   

SPECIAL OFFER: Download a free Broker Summary of Services template to help you show your clients all the different, personalized services you provide for them. Go to the podcast website at and click on the “Special Offers” label.

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