Let’s be clear, no advisor sets out to enrage clients. Yet, it does happen. And the consequences? Lost sales, no referrals, and lots of unnecessary extra work.
Ironically, the problems often come up with smaller cases when using such platforms as Drop Ticket, ExpressComplete, and other sales platforms that are designed to simplify and speed up the process.
After answering just a few questions, it’s easy to request Best Class and hit enter. The resulting low-cost quote is sure to please the client.
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