Tuesday, July 6, 2010

Core Value # 6 Sharing With An Open Mind






Julia sharing with the group the value of treating all Customers equally. In the previous week a customer purchased 3 policies with her. Although it took 3 years before this customer actually purchased anything for her, she felt the satisfaction of the way the sale was processed. It was the client who CALLED her to purchase. She visited the family and completed the Financial Planning process to ensure thye had the proper advice and implementation of the solutions. The group was inspired by her determination and core value to treat all customers the same... be it birthday card wishes or post cards when she is on Convention trips or policy servicing. Great job Julia! We are proud of you. Cheers.

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