In last week’s Fridays with Fisher, I shared with you a bit about conducting a planning conversation with your clients. I shared a few tips to help with the quality of your conversation as well as the OneAmerica Financial Plan for Care worksheet. One thing that I mentioned briefly in past posts about client plan... Continue Reading →
Client Review – Planning Conversation
For the past 2 weeks, I’ve talked about diving into your existing client base to engage in an extended care planning conversation. This is a proactive way to solidify the future of your business by strengthening your relationship with your client with a low acquisition cost. In an article in Think Advisor from October of... Continue Reading →
Client Reviews
Last week, I talked about reviewing your book of business in order to mine opportunities. In all likelihood, you already do client reviews but, it serves as a reminder that best way to grow your book of business is with the clients that you already have. The second part to this is that the review... Continue Reading →
Review Your Clients
Last week, I shared with you 3 of my goals for the first quarter of the year. One of them is to collaborate with agents & advisors to identify opportunities within their existing book of business. Regardless of how you dissect your book of business, there is one thing that you need to do –... Continue Reading →
Welcome to 2026
We are 1 day into the new year. HAPPY NEW YEAR!!! One thing that we all do is make resolutions that we ultimately end up dismissing during the course of the year. I’m guilty – I do that and did that in 2025. This year, I took it up to do some thinking and research... Continue Reading →
Fridays with Fisher 