News & Insights

Whiteboard Wednesdays with Mike Pepe - Part XI

Sep 3, 2021 2:25:02 PM

In the eleventh installment of our Whiteboard Wednesdays series, our Founder & Chief Strategy Officer, Mike Pepe, talks about the challenges many life insurance advisors face when it comes to finding a balance between taking care of your existing clients and attracting new ones. For Mike, technology helped tremendously with client service and the growth of his practice. Listen below!

whiteboard wednesday part xi


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