Quick Bytes: Follow up and Re-Engagement

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. 

Challenges: 

• 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:
NAIFA CONNECTICUT, MASSACHUSETTS, & RHODE ISLAND