The Advisor Solutions Podcast EP 7- Being Proactive in a Reactive Enviornment

Do you feel like a deer in headlights when the market pulls back? Or, if you are on the insurance side of the business maybe you feel this way when premiums increase because you know you are going to get clients calling asking why. 

 

If either scenario sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with being proactive in a reactive environment because they don’t have a process for taking action.

 

Learn how to overcome this status and incorporate systems that work in this week's episode!