How bankers can have more effective insurance conversations

Dominick Williams of advances

Oct 12, 2018

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1. What practical advice would you give to a private banker when introducing insurance as an opportunity?

2. Should the private banker be having a detailed conversation with the client?

3. How important are relationships and with who?

4. What should we avoid in conversation?

5. What else will contribute to a successful outcome?

Video transcript

1. What practical advice would you give to a private banker when introducing insurance as an opportunity?

2. Should the private banker be having a detailed conversation with the client?

3. How important are relationships and with who?

4. What should we avoid in conversation?

5. What else will contribute to a successful outcome?

 

 

 

 

 

 

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