Last week, I talked about reviewing your book of business and combing for opportunities within your client base. This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true. Today, however, I am making it personal. I want YOU to review YOUR plan... Continue Reading →
Review the Book
Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year. I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business. The best prospect is always an existing client. You already... Continue Reading →
Post Thanksgiving
We only have a couple weeks before the next major holidays. Here are 3 ideas that you can quickly implement over the next few weeks to jumpstart 2026. Contact your top 10 clients before the holidays who own nonqualified deferred annuities and schedule a review. Learn about their purpose and how (or if) that plays... Continue Reading →
Fridays with Fisher 