Quick, actionable insights from top Fraternal Financial Professionals. Each read takes only a few minutes and shares a field-tested tactic you can use today.
How to Ask for Referrals Without Feeling Pushy
Real strategies from the field—timing, language, and service-based approaches that increase quality introductions without pressure.
Re-Engaging Old Leads or Clients
Practical ways to reconnect with past prospects and clients—scripts, touchpoints, and follow-up systems that keep you top-of-mind without feeling pushy.
How to Respond When Someone Says “That’s Too Expensive”
Cost objections are the most common in our industry—learn how top agents clarify the real objection, reframe consequence, right-size coverage, and move forward without pressure.
Booking First Appointments
In today’s market, what’s your most reliable way to book first appointments—and what do you actually say in the first message or call?
Getting Cases Placed Faster
Where do your cases stall most often (APS, paramed, underwriting delays, client ghosting)—and what’s your best system or script to keep things moving?
The Review Meeting That Drives Growth
What does your annual review look like—your agenda, your top questions, and how you naturally transition to updates or referrals without it feeling salesy?
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