Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about getting out ahead of problems and the importance of using simple language with clients. Listen to the series from the beginning here!
Best & Brightest
Secrets from the Best & Brightest with Troy Korsgaden: Ep. 2
Topics: agency development, centers of influence, client experience, COIs, Firm Development, MultiLine, troy Korsgaden
Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about the importance of working with expertise partners to become your clients go to for all their financial service questions. Check out the next episode in…
Secrets from the Best & Brightest with Troy Korsgaden: Ep. 1
Topics: agency development, centers of influence, client experience, COIs, Firm Development, MultiLine, troy Korsgaden
Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about how to transition into a discussion partner role based on your clients goals and your relationship with them. Check out the next episode in the…