value proposition Archives - Paperwork Magic

Adding Value, it’s Service with a :-)

by Allison Hays | Oct 3, 2018 | Best practice, Financial planner, Paraplanning

A client has come in with a single need- maybe it’s income protection, you write it, wrap up the business and 12 months on, they renew and you review. It’s a perfect opportunity to do a few really important actions. Cementing the relationship with the client. Ask them...

Adding Value, it’s Service with a :-)

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