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Posts published in “sphere of influence”

Want to get the most out of your CRM? Do this

This methodology is not a one-size-fits-all segmentation outline. Part of building a database is making it personal for you. However, it’s a good place to…

5 steps to organizing your database

Shelter-in-place orders are slowly beginning to lift across the country, which means more in-person business with clients in the near future. That’s why it’s a…

7 steps for recession-proofing your business

Whether you are a single agent or a broker-owner, your response to the COVID-19 shutdown right now will have ramifications for months and years to…