The only thing you have to do is tell them what they want to know.
That's the hard part and only something a valued "objective" third party can do.
You're that third party, some might even call you an advisor.
That's a resposability you take very seriously, however there's a good chance your getting serious about way too late.
The sooner (see earlier) you start the advising process the easier it will be for them to find you.
That's what I talk to Ed Monson, of Monson Insurance, about as he starts to connect the dots after it happened to him.
P.S. We don't have a billion dollars for ads, but we do have a billion ways to help your agency.