Jim Ruta
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I want to focus my insurance business on a specific market. What do I do with the clients that aren’t part of that group?

I want to focus my insurance business on a specific market. What do I do with the clients that aren’t part of that group?

by Jim Ruta

This is why many advisors hold back in targeting a specific audience or focusing. Do they dump them? “Sell” them? Give them away? This indecision is expensive. There is a better approach. Keep them in your system. You don’t have to do anything with them. Just make...