Don’t Undersell Your Business Owner Clients

Stop and think. Let’s do a client profile. Think of your clients who are self-employed or part owners of a small company. Now think of these business owner clients who have 15 or fewer employees and are the primary generators of their business revenue. Okay, write down their names.

If you don’t have any yet, let me give you some examples: attorneys, architects, dentists, manufacturer’s reps, small retail shop owners, hairstylists, physicians, chiropractors, podiatrists, salesmen, financial planners, accountants and many more.

In reviewing your client’s insurance needs, have you touched on the