Carol Kheng, ChFC
8 minFrance Zaguirre
Alessandro M. Forte, FCII, CFP
5 minFred Fouad Belman, FLMI, ACS
Michael Joseph Haggerty, CPCA, CFP
Discover how offering in-demand products such as mortgages attracts new clients. By offering clients a product they will seek you out for, you can later cross-sell other products to them. Find out how this successfully worked for Court of the Table member Michael Haggerty.