Craig Geiger, Regional Sales Director, Lincoln
One of the best ways to jump start you year-end and enter 2021 with strong momentum is to have a strategy for mining your existing book of business for additional opportunities and A-level referrals!
There have been a number of changes in regulations this year that give you a strong reason to meet with your existing clients either virtually or in-person. Plus, it is always wise to meet with your clients in transition periods as this is when they need you most.
Simplicity Minneapolis wants to help by having a short webinar to discuss the best strategies and opportunities for you