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Published: Sept. 12, 2016, 9 a.m.

This episode is brought to you by Personalized Procedures.

Today, I’m discussing how to manage and maintain all of your contacts and connections.

My guest is Kasie Ricart, who started her own independent insurance agency and has created a system to be a consistent point of contact throughout the lifetime of her clients. Topics:

• (1:12) Introducing Kasie Ricart
• (2:54) Life before systems – not tracking anything
• (3:44) Creating more points of touch
• (4:42) Having a direction in business
• (6:15) Kasie’s solution: a non-junky E-newsletter
• (9:48) Relatable and engaging E-newsletter topics
• (12:05) Kasie’s best financial investment
• (15:05) Kasie’s worst investment
• (17:17) Contacting Kasie

Quote of the Week: "It’s important to plug in your goals into a business-driven GPS so that you can decide what turns and changes you need to make. Yes, there may be traffic or a speed bump or you may get derailed, but you gotta know where you’re going."

Resources: www.ricartinsurance.com  Ricart Insurance Facebook Ricart Insurance Instagram    

 

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