what to do | Jim Ruta

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?

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...