Posts from August 17th, 2022

If you're like me, you sometimes struggle with maintaining consistent "Face to Face," or phone, flow with your SOI (Sphere of Influence for my newer agent friends). We all know that this is THE strongest tool that we have in generating and sustaining our business. Here are a couple of "hacks" that'll kick-start you back into personal FLOW with your SOI.

Hopefully, your SOI is loaded into your CRM and have a specific tag. (If not, marketing has some great video tutorials for you in SquareOne. Book a time slot with marketing on a Wednesday and/or talk with your broker if you have questions. There is help for you!) 

I'm going to walk you through creating a quick Standalone campaign in the Bellator CRM, showing and summarizing the current market with an invite for your sphere to join you on a video call where you will present this information to them. This is a free and...

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