Understanding Your Client's Goals

Elliot and Ryan share an insightful conversation on understanding a client's goals and aspirations from the beginning. What is more impactful to a client; selling them a product on a transactional basis or opening up a dialogue and really getting to know them on a personal level? We can change how we conduct business. It all starts with conversation.Drink of the day: Basil Hayden'sEpisode links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/Watch On YouTube: https://youtu.be/DpjykETYeO4This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT’S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.