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Episode #40: When to Move Forward & When to Walk Away
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#Insurance #SalesStrategy #IndependentAgency
🚨 Not all business is good business.
In this episode of Build Your Legacy: Insurance Edition, we explore when it's time to walk away from a prospect—and why it’s often the smartest move an agency owner can make.
✅ When “helping” actually hurts your agency
✅ The trap of quoting midterm policies
✅ How to recognize bad fits before you waste your time
✅ The cost of serving certificate-only clients
✅ Why saying no can help you grow faster
Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.
📧 Send us your topic suggestions at [email protected]
🌐 Learn more at www.siaofnc.com
Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more!
#InsurancePodcast #IndependentAgencies #WalkAwayInsurance #InsuranceSales #InsuranceStrategy #InsuranceGrowth #BuildYourLegacy
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