Una Conference 2019: Brokers should think strategically on client interaction


Behavioural economist, Mark Pittaccio told attendees of the 2019 Una Alliance conference that as advisors, brokers need to excel at keeping in touch with their clients, checking up on them consistently.

It was explained that conversations with a broker are a client’s way of understanding their policies without having to read them, as he questioned how many clients read their insurance policy wordings.

He further detailed that brokers need to ensure that clients are focused when

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