Join David Munson Jr. for this presentation focused on ways to pivot to financial services off of a P&C conversation (including working with internet leads). David also discusses strategies for setting a marketing budget, how to plan for growth at your agency, and how track and analyze the results.
Key points covered include:
- Ways to pivot to financial services off of a P&C conversation (including working with Internet Leads)
- Setting a marketing budget specifically for your agency
- How to plan for growth at your agency and analyze the results
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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