John Wetmore tells new insurance agents to keep the client's needs separate from their own financial stress. When you're struggling with money, you make worse decisions for the people you're supposed to help.
Chapters
I always like to let people leave this something they can implement today, you know what I'm saying? Like, all the stuff we're talking about, great, but I want to— I want someone to be able to walk away and take something and use it on the phone later today, or use it in a home tomorrow, or whatever it is. So just something you've learned, dude, that's helped you. It can be anything, whether phone or in-home. And if you need to be more specific, I can.
So I think definitely one of the most important things you have to realize, like, as a new agent— and it's one of the hardest things to do whenever you're in in a tough situation financially, but it's literally just making sure that you're keeping the client first, that you're literally separating your financial problems from their problem. Like, you, you can't bring your financial problems into a situation where they already are not set up financially