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Teaching them to work their book. Guys like you make it tougher for guys like me. I count on the one and done salesmen for my inventory.
I have a quote sheet, but mostly just jot notes as to family, retirement, beneficiary info and so on. Do you a form or track for your notes?
I get weird stuff like is a Marine veteran, die hard 49ers fan, into fishing, daughter is married to a contractor. Has single mom daughter. When I talk to them years later I drop little familiar bits into the conversation. Like old buddies.
I have a quote sheet, but mostly just jot notes as to family, retirement, beneficiary info and so on. Do you a form or track for your notes?
I get weird stuff like is a Marine veteran, die hard 49ers fan, into fishing, daughter is married to a contractor. Has single mom daughter. When I talk to them years later I drop little familiar bits into the conversation. Like old buddies.