Episode 25: Best Practices For The Fourth Quarter With Roger Smith
In this episode, Jeremy Houser is joined by Roger Smith from InsurMark to unpack his business successes and how he and his team have achieved them through adapting to their clients and upping their customer service and product processes. Roger discusses: The importance of working as a team and knowing each other’s strengths How to properly identify your client’s needs Balancing client feedback when it comes to your services The difference between good and great customer service His team’s approach to supporting clients through annuities, retirement planning, and Medicare season And more!