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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 5, 2019 | Loyalty
By Mark Williams

4 Client Communication Styles to Improve Your Interactions
If you’re not connecting with your clients, it can lead to miscommunication issues. To make that connection stronger, it can help to determine your clients’ communication styles. Here are four distinct styles of communication:

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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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Professional shaking hands with two clients or partners

August 22, 2019 | Loyalty
By Mark Williams

Lead by Serving
When was the last time you did something for someone else that didn’t benefit you? Humbling yourself can make you a hero and a better leader. Here are a few ways you can do that and show servant leadership to those around you.

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