Tracking the Quote Through to the Sale

Published: Sept. 8, 2023, 7 a.m.

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This week's call-in question comes from a manager who's looking for some better tracking processes in his shop. He wants to be able to see what advisors quotes on initial estimates and be able to compare those numbers to what was actually sold in the end. Chris and Christian offer up some different approaches to help increase accountability and transparency throughout the process.\\xa0

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