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Dealing With The Public

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DEALING WITH THE PUBLIC Here's a real-life scenario from a CSR (KM) who felt she couldn't work with people effectively. After having worked in a large brokerage house in the same geographic a...

Diving Into Internet Marketing

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DIVING INTO INTERNET MARKETING by Steve Anderson Consumers' buying and shopping habits have changed. Think about what you do when you're thinking of buying a new product or service. For...

Do You ‘Throw Away’ Too Many Referrals?

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DO YOU lsquo;THROW AWAY TOO MANY REFERRALS? by Gil Simonds How about this story? Has this ever happened to you? A producer I was working with was ecstatic one hot summe...

Don't Wait For A Tragedy To Start Working Smarter

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DON'T WAIT FOR A TRAGEDY TO START WORKING SMARTER by Grace Bauer Why do we wait for a tragedy to happen in our lives before making changes to work smarter and be happier? We often...

Do's And Dont's For Dealing With The Press

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DO's AND DONT's FOR DEALING WITH THE PRESS DOs 1. Appoint one person in your organization to be the media contact to answer media inquiries. All such calls should be referred to that p...

E-Surveys: Self-Serving Pablum

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JackBurke
E-SURVEYS: SELF-SERVING PABLUM by Jack Burke Most questionnaires aren't worth the paper they're printed on because they're designed to elicit only positive responses. Companies are afrai...

Fee Vs. Commission-Does It Make A Difference?

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FEE VS. COMMISSION-DOES IT MAKE A DIFFERENCE? The following article focuses on the insured's perspective of fee and commission based broker remuneration. Understanding the philosophies of both can b...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

Focusing On Client Or Prospect Needs

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FOCUSING ON CLIENT OR PROSPECT NEEDS by Mary Beth Bolen There's a lot of talk about niche marketing or target marketing today. Many speakers feel that it's imperative to find a certain niche i...

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