REFERRAL SOURCES: YOUR KEY TO OPPORTUNITY

Share!

Rough Notes - May 03, 2024

Effort and dedication are key Increasing your referral sources is about building meaningful relationships with those who have the potential to refer you. By Carolyn Smith, APR, TRA In our Trusted Risk Advisor program, participants are asked to reflect on their current status, future goals, and indic...

Read Full Article

Recommended Articles

The Top 5 Ways To Make Sure Clients Are Prepped For Winter

Posted: Dec 26, 2024

 Let them know what to expect and assure them that you are available to assist them Every year seems...

REVISITING PREJUDICE

Posted: Dec 18, 2024

Courts are reminding us that deadlines are deadlines  [A] court found that the policy’s prejudice pr...

What Is Making—Or Taking—Your Agency’s Moment?

Posted: Dec 02, 2024

Are your team members propelling the agency forward or pushing it back? [P]ositive momentum puts you...