Marketing Tip: Put Me in Your Phone!

Your clients are more tech-savvy than you may think. Smart phones have replaced sticking business cards to fridges, or even keeping an old-school Rolodex in your home. Clients often rely on their contacts in their phones to keep track of phone numbers, email addresses, addresses, and even birthdays. Before leaving an appointment with a client,…

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5 Questions You Need to Ask Your Medicare Advantage Clients

You’ve set the appointment, drove 20 minutes to get there, spent 45 minutes at the appointment, made a sale, and you’re done, right? Wait a minute…there is an opportunity to talk about other benefits for them. They may have a procedure they would like to get done but haven’t yet due to their insurance not covering…

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