NAIFA Rhode Island

Quick Bytes: Follow up and Re-Engagement

  • Wednesday, June 10, 2020
  • 9:00 AM - 9:30 AM
  • Virtual

Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

Follow-Up and Re-Engagement

Having expectations are encouraged if they are stated and agreed upon. Develop and communicate rules of engagement that create trust and comfort. Be viewed as an expert by establishing a mutually agreed upon process that addresses pain centers, goals, communication preferences, a follow-up plan and informational needs. 


  • Motivate prospects to review your proposal/materials
  • Address shifting priorities 
  • Deal more effectively with delays and missed appointments
  • Establish priorities related to want vs need
  • Create urgency in the sales process 

This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

Program offered by:

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977


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