Agency Nation Radio

Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
Aug 6th, 2018 | 26:08

How to Increase Your High-Net-Worth Clients?

The answers is probably already sitting in your agency, you're just not paying enough attention to it.

Not to mention it might take a lot longer than you want or need it to.

Regardless of what you might think, there's not much difference between an average high-net-worth account and a plain old personal lines account.

The only difference is your mindset you have about which one you can get.

That's what I talked to Kurt Thoennessen, of Ericson Insurance Advisors, about how he does and the cool new tool he developed to make life easier.

Connect with Kurt Here:

LinkedIn
RiskRevu

P.S. The Agency Nation newsletter is the place to be, but you already knew that.