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Any ideas of how to land a corporate board seat?
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Fill out all paperwork for them otherwise they'd never get it back to me!
Offer Skype meetings for convenience.
Meet when they are available... smile and help them relax before chucking up numbers
Postage paid return envelopes. Schedule our next review before the client leaves the meeting. What else have you tried?
Personally call — not text — them on their birthday or anniversary. If new life insurance client, schedule medical exam and tele-underwriting call at the application taking