client knowledge

Articles tagged with client knowledge


How A Consultative Broker Produces Year-End Revenue

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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...

How Well Do You Know Your Clients?

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HOW WELL DO YOU KNOW YOUR CLIENTS? by Curtis Pearsall How well do you know your clients? Do you fully understand their needs and exposures? Knowing your clients is absolutely crucial to your...

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