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THE PRO SHOP: NEXT-GEN CONNECTIONS #financialadvisor #insuranceagent #sales | Matt Gozdecki

THE PRO SHOP: NEXT-GEN CONNECTIONS #financialadvisor #insuranceagent #sales | Matt Gozdecki

Everyone has kept their clients' kids' soccer team, college, or pet name in their CRM. You know your clients' kids. The real question is: Do your clients' kids know who you are? Like, if something happened to Mom or Dad tomorrow... would the kids call you? Or do they have their own guy? Do they have robo relationships? Would they google ...

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