Episode 25: Best Practices For The Fourth Quarter With Roger Smith
2022 has been an ever-changing environment for advisors.
Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months.
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.
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