<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Advisor-Today-banner2

NAIFA Members Serve Main Street USA

Elie Harriett

Elie Harriett co-owns Classic Insurance & Financial Services Co., specializing in Medicare-related insurance, and is a trustee of NAIFAOhio. Harriett can be reached at elie@harriett.us.

Recent posts by Elie Harriett

4 min read

How to Refocus Your Clients on What Matters to Them

By Elie Harriett on 7/16/21 8:37 PM

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

Topics: Consumer best practices Financial Literacy

Featured

2021 P+P Conference

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...