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Agency Builder Insights


When you’ve been in the industry since 1983, you learn a few things about marketing, sales, and building businesses. That’s why we created Agency Builder Insights: your one-stop source for the latest on issues from keeping compliant and generating leads to building a more efficient business.


December 10, 2019 | Leads
By Roger Davenport

Overcoming the No’s and Rejections to a Better Response
When a prospect says no, how do you react? Do you end the conversation there, or do you keep going and try to turn their no to a yes? To help guide your response, here’s how to help overcome and push past the initial rejection.

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Financial professional meeting with clients

November 14, 2019 | Loyalty
By Mark Williams

5 Tips for Breaking Up with a Client
When you run into a tough situation with a client and decide that it’s not worth it to continue the relationship, it may be time to break up. And that’s okay. But how you handle the break-up is important. Here are some ways to help it go smoothly.  

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