In four podcast episodes, Group Development Officer Richard Pitt is in conversation with Smart & Cook’s Paul Meehan as they focus on specific business development areas.
The Opportunity in the Face of Adversity series addresses topics including financial planning, communication, retention, reductions and resilience.
Listen now to all four podcasts for insight on how to address these critical business areas.
Great client communication – how to increase retention and new business
Effective financial planning
Best practice when handling customer reductions and policy cancellations