As CEO, Bill works alongside Risk Advisor Institute President Steve Wilmer. Bill is a nationally recognized speaker, consultant, and author who specializes in helping insurance professionals get to the next level by attracting more clients, closing more sales, and deepening client relationships. 

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Many of his unique sales and customer loyalty concepts are derived from Bill’s personal experience as a top-echelon sales executive who achieved and maintained an 80% presentation-to-close ratio.

 

Who should watch? Anyone who works in the insurance industry, including:

  • New insurance agents
  • Veteran agents
  • Producers and agency team members

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