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3 min read

The Client-Centered Referral Dialogue

By Daniel C. Finley on 3/28/23 11:26 AM

How do you convey your message to a client without seeming “needy” in the process? By understanding how clients think!

Clients give referrals for two possible reasons. First, they want to help you grow your business. Second, they want to help friends and loved ones. Of these two reasons which one do you believe is a strong reason to give you a referral? If you said to help friends and loved ones, then you are right!

Topics: Client Point of Need Referrals Strategy Grow Your Business Small Business Business Performance Center
3 min read

Insurance Agent vs. AI: What You Need To Know

By Client Focus on 2/14/23 3:32 PM

Matt Wagner of NAIFA Business Performance Center Partner, Client Focus, shares what agents and advisors need to know about AI and what it means for the industry.


Artificial Intelligence (AI) for the masses came online in December. It’s called ChatGPT. You can communicate with it at openai.com. It gives impressive answers to hard questions in seconds. Many think it will put Google search out of business. Maybe put schools out of business. AI is coming like a wrecking ball for repetitive, commodity work.

What about insurance agents? I was going to share my thoughts, but then it hit me.

Why not just ask AI?

So I did.

Topics: Trends Client Point of Need Research/Trends Technology Grow Your Business Business Performance Center

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