7 Steps To A Successful 1st Appointment

Congratulations! You’ve made a connection with a potential new client. But that’s just the start,  most sales will require follow-up meeting or calls. Download our “7 steps to a Successful 1st appointment Following a Workshop” and learn some of the strategies that could help make your follow-up meeting process your biggest weapons in helping you uncover insurance sales opportunity. 

G17446-B (04/24)  For financial professional use only, not for use with the general public. 



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