Consumers who take the time to fill out information online have an expectation to be contacted by an advisor. First-contact interviews are generally over the phone. A critical component of first contact is educating — not selling — the prospect. Another key component is differentiating yourself from other advisors without tooting your own horn. CEO/ President Tom Carolan of Parasol Leads, the 2014 Winner of the Best Lead Quality Award, is interviewed in this video blog.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More