Your Renewal Nightmare — There’s a New CFO in Town

Being a successful broker means developing and cultivating relationships, so when a relationship at a key client changes, losing that client may seem inevitable. However, that does not have to be the case. When the CFO or HR director gets replaced during a shake-up, it is not time to give up, it’s time to do what brokers do best: build more and better relationships.

Download this white paper for tips on how to prepare for a major personnel change at a client, and how to save the client instead of losing them due to lost connections. You will learn why it’s important to:

  • Diversify your relationships
  • Expand your services
  • Quantify your value

Don’t let a personnel change lead to the end of a working relationship. Take steps now to ensure your top clients do not become your former clients.



Request Free!