Insurance and Financial Advisors – Build Profitable Relationships at Client Events With Event Themes

Dynamic Leadership

Research confirms that insurance and financial advisors who are proficient in building relationships achieve more referrals and greater success. In a recent study of Fortune 1000 companies, researchers at Booz Allen Hamilton and Northwestern University’s Kellogg School of Management found that the most financially successful companies are more relationship focused than sales focused. That’s their “differentiator.”

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