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Category: Financial Services

Going up? These tips can help you land your next client before the elevator reaches your floor.

5 key elements to a leveraged planning elevator pitch

Elevator pitches – the long-time short-message strategy that insurance agents have been employing for years – can be extremely difficult to nail. In a matter of moments, you not only have to get your prospect’s attention, but also make the information presented compelling enough to keep them interested.
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