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Saturday, July 07 2018
Relationship Marketing Weekly: Financial & Insurance Professional Part 2

On this week’s Relationship Marketing Weekly, Relationship Marketing Expert Kody Bateman interviews Insurance professional Bret Weston!  Bret explains how he created a 90% referral based business and maintain a 95% retention over the past five years. It’s an amazing story that I know you’ll enjoy!

Posted by: Andrea Shepherd AT 06:43 am   |  Permalink   |  Email
Sunday, July 01 2018
Relationship Marketing Weekly: Financial & Insurance Professional

Insurance and financial service professional Mike Smith’s retention/persistency rate is 20% higher than the national average. 80% of his book of business has come from referrals. 100% of his Medicare business and 90% of his annuities business has come from, you guessed it, referrals. How does he do it? His answer will absolutely amaze you…

Posted by: Andrea Shepherd AT 10:37 am   |  Permalink   |  Email
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