Relationship advisor for professional services firms and small-medium size businesses.
Building a business isn’t easy. I know because, in 1988, I was one of the founding principals of an independent insurance agency. I understand that client relationships and retention is critical to sustaining a business long term. After 27 years of managing and building the insurance agency, I passed the baton to my son, who now owns the company. He continues the legacy of success serving over 1000 professional firms, including to this day, the agency’s charter account!
If you struggle to build and retain clients, I will teach you how to implement strategies that are guaranteed to make a massive impact in adding and retaining your customers.
I’ll show you this program in a 30-minute zoom call, share the cost to implement, and you will begin to see the benefits within a short time!