Because of word-of-mouth referrals, satisfied
customers can be the best advertisement for your business. However,
building and maintaining integrity is not a task that can be achieved
overnight. Cultivating a reputation of integrity and honesty requires
your ongoing dedication and resolve. By doing so, your practice will
continue to grow and prosper.
Below are some important fundamentals to remember when building
integrity within your practice:
Get organized for compliance. Make your files your
friend. Use your experience to design simple forms for recording
information, and document every conversation and meeting you have
with
clients. This will save you time and headaches in the future.
Be a leader in compliance. Get the best, most
up-to-date training that is available. Lead by example, and create an
atmosphere where honesty and integrity are valued.
Communications should be clear, prompt and courteous. Delays and
misunderstandings can mean damaged trust with clients.
Fairly represent yourself and your products. Don’t create false
impressions, and work hard to avoid misrepresentations.
Teach your clients. You are a resource consumers are
seeking for the right solutions. Honor that trust by providing clear,
understandable information about even the most complicated
products.
Practice needs-based selling. Every recommendation
should be made based on an analysis of the client’s goals, needs
and
what they can afford now and in the future.
Practice greater professionalism. Keep up with current compliance
requirements, participate in continuing education and engage in fair
competition.
Hello Mr. Harsh Gupta,
This is Pradeep from Hubli (Karnataka). I am an
Insurance Advisor in ICICI Prudential. It was nice
to know some of the fundamentals about building
integrity within our practice.
Please provide more information on COMPLIANCE if
you can. Overall it was nice reading the
information that you have put on.
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