Listen "How to conduct initial meetings with prospects"
Episode Synopsis
Sonny wrote in to ask, 'what conversations or questions should we ask with a new client who is looking to set up a new employee benefit plan, or looking to leave their current group insurance broker?' Thanks for the question Sonny, and here's my take. Group benefits can be complex, especially in Canada, so we start with a 50,000 foot view and start to dig deeper from there.
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