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Content provided by Pinnacle Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pinnacle Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Maximizing Success in Agent Marketing with Nick Palo
Manage episode 465271191 series 3331561
Content provided by Pinnacle Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pinnacle Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of Insurance 360, Bob and Rob welcome special guest Nick Palo, Assistant Vice President of Marketing at Pinnacle Financial Services. Nick, with his 18 years of industry experience, shares insights on best practices and strategies for working with top agents and agencies. The conversation covers the evolution of the Medicare marketplace, the importance of planning and strategizing, and how to navigate new rulings and changes, particularly the impact of recent SEP DSNP rules. The team also delves into the critical role of marketers, the importance of having a detailed plan, leveraging technology and CRM systems, and effectively utilizing social media and web presence to enhance credibility. Nick emphasizes personalized strategies for agents to grow their foot print, recruit efficiently, and ultimately increase productivity. The episode provides valuable advice for both new and experienced agents looking to expand their business and navigate the ever-changing Medicare landscape.
27 episodes
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Manage episode 465271191 series 3331561
Content provided by Pinnacle Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pinnacle Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of Insurance 360, Bob and Rob welcome special guest Nick Palo, Assistant Vice President of Marketing at Pinnacle Financial Services. Nick, with his 18 years of industry experience, shares insights on best practices and strategies for working with top agents and agencies. The conversation covers the evolution of the Medicare marketplace, the importance of planning and strategizing, and how to navigate new rulings and changes, particularly the impact of recent SEP DSNP rules. The team also delves into the critical role of marketers, the importance of having a detailed plan, leveraging technology and CRM systems, and effectively utilizing social media and web presence to enhance credibility. Nick emphasizes personalized strategies for agents to grow their foot print, recruit efficiently, and ultimately increase productivity. The episode provides valuable advice for both new and experienced agents looking to expand their business and navigate the ever-changing Medicare landscape.
27 episodes
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Similar to Insurance 360
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continue reading
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