How to Increase Your High-Net-Worth Clients?

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Agency Nation - Aug 06, 2018

The answers is probably already sitting in your agency, you're just not paying enough attention to it. Not to mention it might take a lot longer than you want or need it to. Regardless of what you might think, there's not much difference between an average high-net-worth account and a plain old personal lines account. The only difference is your mindset you have about which one you can get. That's what I talked to Kurt Thoennessen, of Ericson Insurance Advisors, about how he does and the cool new tool he developed to make life easier. Connect with Kurt Here: LinkedIn RiskRevu P.S. The Agency Nation newsletter is the place to be, but you already knew that.

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