Insights with Vision

Podcast Episode 86: Selling Secrets 101: Strategy #2, Blow Your Clients Away Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to… Read more

Podcast Episode 85: Selling Secrets 101: Strategy #1, What The Top 5% Do Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time… Read more

Podcast Episode 84: Add THIS To Your Coffee Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more

Podcast Episode 83: Q4 2020 Compliance Update Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more

Podcast Episode 82: Don’t Send In That App Yet Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more

Podcast Episode 81: A Different Retirement Planning Conversation Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more

Podcast Episode 80: Do THIS to Close More Cases Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more

Podcast Episode 79: It’s CD Renewal Month 2020 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more

Podcast Episode 78: Who is Watching Mom and Dad Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more

Podcast Episode 77: Remember, They Are Watching Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more