In part 2 of this 12-part series, Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., says that to be a top insurance performer you must be proficient at finding and keeping clients. Geller shares his many years of successful experience in how to make referrals work for your practice. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.
Inside the Advisor's Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant with the Expert Institute talks with Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., about providing advice on living benefits to high income, low net worth clients. They spoke at the TMX's Broadcast Centre in Toronto.