Welcome to our Twitter account! We only tweet the best of the best here.๐
Stay tuned every Monday, Wednesday & Friday for Insurance Tips from our agents ๐
First hire.
New office lease.
AUM past a new threshold.
Each one changes what your practice is exposed to, and your E&O policy won't flag it. We help Utah financial pros re-check coverage when the risk actually changes.
๐ 801-214-9486 #UtahInsurance#FinancialAdvisor#RIA
Utah home values shot up. Most home insurance limits didn't. If you renovated or just rode the appreciation, you might be underinsured. Free review: ๐ 801-214-9486
#UtahInsurance#HomeInsurance#UtahRealEstate
Professional risk. Business risk. Personal risk.
Most Utah financial pros have all three covered by different brokers, reviewed in different years, with nobody looking at the gaps between them.
We review all three together.
#UtahInsurance#FinancialAdvisor#InsurancePlanning
Switched E&O carriers recently? Check your retroactive date. A prior acts exclusion can eliminate coverage for past advice, even with years of continuous coverage. Free review: ๐ 801-214-9486
#EO#UtahInsurance#FinancialAdvisor
Your E&O covers professional mistakes. It doesn't cover the judgment that follows you home. Most Utah financial pros have zero umbrella coverage.
Get in touch for your quote!
https://t.co/5B1Mt8Snx8
Think Workers' Comp doesn't apply to your financial planning practice?
Think again.
Accidents during client meetings, off-site injuries for staff who do home visits, repetitive strain in an office setting, these are real claims for financial practices in Utah.
๐801-214-9486
You review your clients' financial plans regularly. When did you last review your own home, auto, or life coverage? Utah financial professionals deserve the same diligence at home. ๐ 801-214-9486 #UtahInsurance
Your BD's E&O doesn't cover independent planning or outside business activities. If you're a dual-registered advisor in Utah, you have a gap. A 15-minute review is free. ๐ 801-214-9486 #UtahFinance#EO#UtahFinance#EO#FinancialAdvisor#UtahInsurance
I hired an ex McKinsey consultant to compile all my sales materials to document how GrowthAssistant company reached $22M in ARR.
He collected:
- Recordings of sales calls
- Sales scripts
- SOPs
- Lead gen systems
- etc
100s of top companies paid me for access to it.
Today I'll give it away for free.
RT + reply "GA" to get a copy in DMs.
Thanks Whitnie Tate โผ๏ธ
The โญโญโญโญโญ review is so helpful!
๐๐๐๐๐ Review Comment: Love working with Natalie! She is always so responsive and helpful!
When you see our service - you'll be amazed. But you'll be amazed even more once you try them out! It's time you took some action. https://t.co/VOnoQEw3ft #GetFNIA#UT#Insurance#broker#protection Price Counts, Coverage Matters