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Year-End Planning Strategies with Lillian Vogl, Director, Advanced Sales
Manage episode 279099616 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
COVID-19 has certainly changed the way we connect and stay in touch with our clients, and year-end planning is no different. The traditional face-to-face office meeting is out. This could actually make what is often a hectic time of year much easier for clients and advisors. In this episode, Lillian Vogl, Director, Advanced Sales at Crump, joins us to share tips on client meetings, the latest planning strategies, and how to generate referrals during this important annual visit with your clients.
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Manage episode 279099616 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
COVID-19 has certainly changed the way we connect and stay in touch with our clients, and year-end planning is no different. The traditional face-to-face office meeting is out. This could actually make what is often a hectic time of year much easier for clients and advisors. In this episode, Lillian Vogl, Director, Advanced Sales at Crump, joins us to share tips on client meetings, the latest planning strategies, and how to generate referrals during this important annual visit with your clients.
40 episodes
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Similar to Crump Insights
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