Improve Your Presentation to Increase Sales and Client Service

As a society we put a lot of focus on our presentation. You wouldn't walk into a job interview with ripped jeans and a dirty t-shirt, nor would you show up to a big sale without looking your best.  Why? Because we want to be professi
onal & gain the trust of our clients. But what message does it send when our presentation material is unorganized and hard to understand.

So when conducting an insurance review or proposing a new product or solution, remember; your presentation tells a story. There is a lot of information and options for your client, so this story has to communicate exactly what the problem is and what their options/solutions are.

Now I know as advisors you are expected to be the one stop shop for all your client’s needs and you don’t always have the time to create a fully detailed review that is not only accurate but also professional looking. That’s where Life Design Analysis Comes in.

Please watch our video on how you can create a professional policy presentations or reviews to maximize your time and success.