Sales advice: Just get the damn Agent of Record letter!
9 Oct 2024 · 1 min

0:56
A short YouTube monologue by Andy Neary describing a client’s dilemma: a potential Agent of Record (AOR) opportunity with a client paying about $1.8 million in premium (yielding roughly $60,000 in revenue) versus pursuing the advisor’s preferred sales strategy. Neary advises accepting the AOR to build trust and implement strategies later, arguing that revenue and client trust should come first.
Questions this video answers
About $1.8 million.
About $60,000.
October 9, 2024.










