“We've never lost a single box through this method because of that tight integration between our people, our process, and our technology.”
♫
Said on Pharmacy Podcast Network
“We go through quite a tight process to recruit them as a good chemistry fit.”
Paul Cash · The Fractional CFO Show with Adam Cooper · Every Agency Is a Startup Again
Play from 16:37
16:37
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
recruit external advisors through a tight chemistry-fit process and start with quick-win, simple plans
Said nearby on the same subject
“Running a tight process is so important because then you generate heat around your round... Hard deadline precisely”
♫
Said on The GTMnow Podcast
“When you enroll for 2027 with me, we will go through the full enrollment process, which includes the benefits that you have selected, reviewing the benefits summary, reviewing your prescription drugs on the drug formulary, making sure you know what the star rating is for your 2027 plan.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·
“And so I did this debrief with every advisor after every meeting. I'm like, what did you mean by this? Oh, that's okay. I see. That's an estate planning term. Got it.”
NH
Neela Hummel
Financial Advisor Success ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.