You’ll hear from:

Joseph Tan, ChFC, CLU
Abigail Venida Yabot

Episode breakdown:

0:28 – Doing research to find common interests and generate trust
1:31 – Ensuring you prioritize both character and competence
3:01 – Utilizing social media as a guide for prospecting
5:53 – Staying top-of-mind with potential clients who are parents
8:00 – Demonstrating expertise with couples