7 min read
Agency Teams - Sep 4, 2020

6 Tried and Tested Ways to Reduce Lead Wastage

According to a study by Investment News, the lead to sale conversion rate for most of the financial services industries hovers around 21%. Have you ever wondered what happened to the remaining...
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4 min read
Agency Teams - Aug 19, 2020

Lead Management Helps New Recruits To Survive

There is always the expectation or hope, that every new salesperson will ultimately hit the ground running from “Day 1”. Unfortunately, as I’ve seen in my 20 years in Agency, the first 6 months...
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4 min read
Agency Teams - Apr 13, 2020

Looking After Orphans (Customers Whose Original Salesperson Has Left)

A company’s salespeople come and go but let’s make sure your clients don’t leave with them. 
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