John Wetmore coaches insurance agents on tailoring their approach to different clients. He walks through how to adjust your communication when meeting a 72-year-old couple, handling in-home visits, managing frustration, and staying dynamic with both clients and other agents.
Chapters
Everyone in this room, if we all took personality tests, imagine how different they would all be, right? They'd be wildly different, but they're all going to you for help and you're the same. Fair to say you can't be the same with different people? Okay. With clients, we tend to be like, you sit with 72-year-old Bob and Mary and then you sit with him. Fair to say your in-home would be different. If you're in a house, do they see your frustration? Clients, if you're not tracking, if they're not tracking, do you just like, ah, pissed off, start throwing stuff, or do you like control it? Okay, and you can, you can have a conversation with him and you can have a conversation with 72-year-old widow and they're different. So now the question is, your conversations with him and him, are they the same or are they different? They should be. But if you— yeah, that's how it should be. So now the question is just paying attention to, are you being as dynamic with agents as you are with clients?