This Complimentary Playbook Includes:
Simple ways to interact with your clients on a consistent basis
Ideas to strengthen ties while also providing valuable information to your clients
Compliant marketing materials such as a planning guide, email templates, and the popular Navigating Medicare booklet
Build a Solid Onboarding Process for
Stronger Client Relationships
Get Your Step-by-Step Playbook for Successfully Onboarding New Clients
If you don’t have a process in place to nurture your client relationships, then they could fail, and you will potentially lose your clients and their referrals. That’s why Senior Market Sales® (SMS) developed its step-by-step New Client Onboarding Playbook. Claim a complimentary copy now and start fortifying your new client relationships.