How bankers can have more effective insurance conversations
Founder & Principal Consultant – Insurance Distribution
Click on the individual questions below to jump to that section.
- 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?