Best Business Advice On How To Build A Successful Insurance Agency – Surprise and Delight Your Clients!

Coaches Corner -Best Business Advice On How To Build A Successful Insurance Agency - Surprise and Delight Your Clients!

July 1, 2022 – Do you want to know how to build your insurance agency to be in the top 2% of successful small business owners? Then watch this video and follow the business advice of Warren Buffett at the end of the video – to surprise and delight your clients!

Warren Buffett shares three stories about people who started from nothing and had businesses worth millions. This is one of the greatest speeches and the best advice Warren Buffett has ever delivered to all small business owners.

Best Business Advice To Build A Successful Insurance Agency!

A simple gesture can go a long way when it comes to surprising and delighting your clients. From writing a handwritten thank you note to offering a coupon as a token of your appreciation. These small and simple expressions of gratitude are a great way to let your clients know you are thankful for their support.

However, if you want to keep your clients and generate positive word-of-mouth, then the best business advice is to make sure you create a delightful client experience.

Client delight is not just about you responding quickly to calls or emails. Or you providing the expected service for clients to purchase your product. You will also need to surpass what they expect from you. The good news is that this will result in more referrals, higher client loyalty, less client turnover, and more repeat sales. It is how you build your successful insurance agency!

You need to surprise and delight your clients by helping them to get exactly what they need to improve their family’s situation. You do that by asking your clients probing questions and then really listening to what they tell you. Then you take the time to make sure they understand their situation and that you are there to help them – Not to just make a sale!

The next step is to help your clients to find the money so they can take action! You can be giving them the best advice and solutions. But if they feel they cannot afford it they won’t take action!

And your service does not end with the sale. You will want to do an annual review with each client. You need to be there to make adjustments to their plan based on what is happening!

Our best advice for every business is you need to stay in contact with your clients with a monthly newsletter! Out of Sight, Out of Mind, is a deadly mistake for all small businesses if you want more repeat sales.

These are just a few of the basics you will need to do to build your successful insurance agency.

Set the pace and rule the race. Seek new ways to differentiate, new ways to surprise and delight your clients! Ron Kaufman

Small Gestures – Big Impact

The next time you express gratitude (to build your successful insurance agency), consider these small gestures. Make the biggest impact while you surprise and delight your clients:

  • Send a handwritten thank-you note
  • Start a customer loyalty program
  • WOW them with your client service
  • Prioritize your client’s interests and needs
  • Send a birthday postcard or personalized email
  • Simply follow up with them after a purchase to see how everything is going

Surprise And Delight Your Clients To Build A Successful Insurance Agency!

Oliver Chamberlain - PA (12 years in the business) Best Business Advice On How To Build A Successful Insurance Agency - Surprise and Delight Your Clients!“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first-class training that Lew and Jeremy Nason offer agents, both new and experienced, but the one thing that makes the Nasons special is how much they care about not only us, as THEIR clients, but OUR clients as well. The Nasons will not only help you increase your income, but if you apply what they teach you, you will truly become a trusted advisor of your community. You will learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!” Oliver Chamberlain – PA (12 years in the business)

John Dandridge - IL (11 years in the business)“I urge anyone in the financial services business to get involved with the Insurance Pro Shop. Whether it’s from Lew, Jeremy, or Alex the training will get you on the way to reaching your goals as a professional in the industry. They don’t “sugarcoat” what they teach. They are straightforward with their approach to training. What I’ve learned is that there are some “basics” to learn in this business and if you don’t learn them you’ll probably experience what most professionals in the industry experience; mediocrity. Lew, Jeremy, and Alex at the Insurance Pro Shop will teach you the basics of attracting the right prospects and how to ask the right questions to help people with financial problems.” John Dandridge – IL (11 years in the business)

Robert Lilly, Farmers Insurance - MO (15 years in the business)“Jeremy, I just wanted to take a minute to thank you for your coaching. Following your sales system (Found Money Management™ and working one on one with you has helped me increase my sales. I know it took some time to get started, but this year I have already doubled my production and written higher-quality policies. I look forward to updating you as the year goes on.” Robert Lilly, Farmers Insurance – MO (15 years in the business)

When Will You Get The Best Business Advice To Build A Successful Insurance Agency?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to build a successful insurance agency for over 40 years! To guarantee you will earn $250K or more per year selling life insurance and annuities! 

First, we will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments.

Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! 

Then we will show you the best ways for you to present your solutions to your clients and prospects. So that you will earn $100K, $200K, or more this year. And build a successful insurance agency like the Legends.

When Will You Get The Best Marketing Tips, Tools, Training, and Coaching You Need To Build A Successful Insurance Agency?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more to build a successful insurance agency. Now you can find your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Found Money Management Tool Kit. Now you can help average people – not just the wealthy! So you will build a very successful insurance agency.

When Will You Follow Warren Buffets Business Advice To Build A Successful Insurance Agency?


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families? Helping Families Is The Best Advice To Build A Successful Insurance Agency!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To Living Debt-Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Get The Best Business Advice To Build A Successful Insurance Agency!

How To Improve Your Insurance Sales Career – insurance prospecting, appointment setting, fact-finding, and sales presentations!

What’s Your Insurance Marketing Strategy? Do you generate a consistent stream of your very best insurance prospects?

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Members Of The IARFC -Best Business Advice On How To Build A Successful Insurance Agency - Surprise and Delight Your Clients!

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