273 - How Richard Demko Built a Book of 10,000 Clients

Rick Demko is the director of insurance for Centric Risk Strategies, LLC. Rick has grown his book of business to include 10,000 clients, and, in this week’s episode, he talks about a number of topics, including how he got his first 200 clients, why so many insurance agents fail (and how to avoid a similar fate), and the imperative to explain complex ideas in simple terms.

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TIMESTAMPS

[0:01]     Rick’s bio

[2:37]     His business journey

[5:08]     His experience with prospecting

[8:56]     “Project 200” and his hybrid approach to it

[13:29]   Trust, competence, experience, and confidence

[19:57]   The operations of a large financial firm

[22:39]   Qualities, attitudes, and behaviors that go into making a good insurance agent

[28:28]   Advice to agents

[30:03]   Thoughts about objections

[36:40]   Action Item

 

To learn how to generate more referrals and repeat business, visit: www.remindermedia.com

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