@willahmed@willahmed will you consider integrating with other lab providers like @function ?? I would love to start merging health and bloodwork between Function and @WHOOP
Jack Csenge shares how his advisors are integrating fee-based insurance solutions & onboarding clients with ease. By streamlining these tasks, his firm is able to focus on what matters most — building stronger client relationships.
Watch the full episode: https://t.co/StwZcs5z2h
@rosaticorp This happened to my mom. Late 60s retiree. They called her for 3 days until luckily we got friends at Pinellas County Sherrifs Office involved. The phone number they called from was one digit off the Sherrifs office too
I would ditto the comments from @robertsofia
We spent a lot of time doing educational seminars for our clients and appreciation events.
We bring COIs and sit them with clients they referred to us. A much more casual way to build COI relationships and clients typically bring friends