Want to attract High Net Worth Clients and thrive even in today’s challenging market? Today’s guest Diane Delaney is here to show you a few SIMPLE strategies that will help you attract and serve high net worth insurance clients. Diane shares the best questions to ask to get to the root of what your customers need and customizing solutions for them. Diane also gave great advice on how to adapt your approach in this hard insurance market by being proactive with clients and continuously learning. If you want to take your agency to the next level and continue to grow in today’s market, this episode is full of strategies to improve your sales game and better serve your customers.

HIGHLIGHTS

00:00 Introduction

07:00 What is value-based selling?

09:15 The best questions to ask potential clients to 

11:00 Ways to build relationships and strategic partnerships with wealth advisors.

17:00 Dos and Don’ts of networking.

19:30 How to pivot to and be successful in today’s market.

26:15 What are top agents doing to continue to produce at a high level in today’s market?

28:45 What book or resource are you devouring right now?

RESOURCES + LINKS

Watch the full episode on YouTube HERE

Join our 6 Figure Life Insurance Producer Course

Listen to Diana’s podcast - Risk Ready

Build your insurance business with our proven system - Weavers Sales Academy

Order my book - 

Game Changer: Taking Your Insurance Agency To The Next by Michael Weaver

Text BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry

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Diane

LinkedIn: https://www.linkedin.com/company/the-private-risk-management-association/

Website:

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