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Listen: client prospecting in the post-pandemic world
Becoming the most customer-focused
Listen: on their worst days, give clients your best.
New products: delivering the news
This is a test post
“When a client calls in a claim, it is an opportunity to shine. To reinforce their decision to choose you over the competition.”
Alicia | Professional
Change can be good, but don’t forget to update our members
Adding clear value in the digital age
“Understanding more of why clients feel the way they do is important. I try to discover what their emotions are and why they are hesitant to make the right decision…once I do this, I'm able to help them realize how the right decisions are connected to their own priorities and goals.”
Ruben | Professional
“I like exploring the possibilities of better investments that will fit my needs, and having my advisors talk me through what they recommend specifically for me.”
Channing | Member
Filing claims in times of uncertainty
“It is usually a neutral experience, sometimes a bad experience. I say this because the agents sometimes will try to rush you through, and if you ask lots of questions, they start getting an attitude and want to just get you off the phone.”
Jai | Member
Watch a calming approach in action
Archetypes: a great lens for seeing clients more clearly
"There's nothing specific on this letter that says, ‘This is what it means for you. This is how it would play out for you if this scenario, or that scenario, or this scenario.’ If I could Google these terms and figure out what they meant, it wouldn't really satisfy my specific questions about, ‘What does it mean for me?'"
Amy | Member
