The most important sales tool you have forgotten might, in fact, be critical to remember – if you want to maximize the work you do for each client.

This episode of ShiftShapers is a bit unorthodox. And as you’re listening to it, you might want to download the Discovery Document by clicking this link, print it out, and follow along.

John Stoner is the founder and president of The Stoner Organization. He is graciously offering ShiftShapers listeners the factfinder he has developed and uses with his clients. This episode is all about uncovering client needs, staging them over time, and maximizing the work you are able to do for each client.

John also shares some unique sales strategies that they use at The Stoner Organization. Also, we talk about John’s Medicare strategy, how he implements it with his clients, and why it matters to employers.

And we explore an innovative group life strategy and learn why John believes employers should consider corporately self-funding STD, dental, and vision plans. Don’t miss this value-packed interview that is sure to give you ideas you can implement in your practice.

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Sponsor: CaptivatedHealth (www.captivatedhealth.com)