Benefits Influencer cover image

Predictable Growth for Benefits Advisors w/ Kevin Trokey

Benefits Influencer

00:00

Building a Healthy Pipeline

Dennis O'Mara: What are some things as producers are sitting here in mid January 2023 that they should be starting as not a play catch-up to fill up that pipeline quickly, I'm guessing isn't your strategy. He says the key to having a healthy pipeline movement forward is you have to recognize how unhealthy your book is and how much it's slowing down your growth moving forward. "Having access to me and my team and having the potential to work with us is a privilege," he says.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app