In any marketing plan, there are ways to maintain client relationships, but there should also be a system for prospects to help you increase your brand over time. Develop a plan for those prospects that could be short, mid- and long-term opportunities. This creates connectivity solutions for your prospects and your clients. One of the biggest challenges is actually making sure that there is a mechanism to keep track of everyone you meet. The most effective, and simple, ways you can do this … [Read more...]
About the Author
Ari brings 15 years of experience in providing insurance, estate planning and financial solutions for successful business owners and executives. He is an eight-year member of the Million Dollar Round Table with four Top of the Table recognitions (2011-2015)*. He is an agent with New York life Insurance Company and founded Fischman Insurance Group to help provide his clients with strategies for business succession, retirement and estate planning. Ari has earned numerous industry and company achievements, including the 2011 Agent of the Year for the New York Life Greater Detroit General Office. He is a board member of the National Association of Insurance and Financial Advisors, and a political involvement leader influencing how Congress votes on legislation important to the financial and insurance industry.
* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry