Insurance Sales Start with an Idea
Al Granum’s OCS requires consistent outreach. Tom Lipscomb underscores the importance of making that outreach timely, interesting, and relevant.
You can easily achieve both by regularly sharing authoritative financial planning and tax-saving strategies recommended by the Wall Street Journal.
We’ve curated dozens of recent WSJ articles; they are organized by topic and date. Share them with clients and prospects via social media, email, text, or direct message. Follow up to confirm receipt and offer to discuss how the article’s recommendations might enhance their financial plan.
