Episode #349: The Secret Fast-Track to Contracts


 

This post is intended for financial professional use only.

Contracting can be a hassle, but with the right approach, it doesn't have to be a time-consuming process; you can make it seamless. Whether you're a seasoned advisor or just starting out, minimizing hurdles that could slow your business down and take time away from your client-facing activities that drive revenue is vital.

By leveraging the right tools to avoid these costly delays, you can eliminate bottlenecks in the contracting process, reduce the friction in working with multiple carriers, manage ongoing licensing requirements, and stay compliant with various state and product regulations.

In this episode of Money Script Monday, Sara positions advisors to grow their businesses faster through actionable strategies and efficient tools for overcoming the most significant setbacks in licensing and contracting.

Resources Provided for This Episode


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About Sara Sullivan

Sara Sullivan is the Licensing and Contracting Manager at Simplicity Group. She works closely with financial professionals to assist in updating their licensing statuses and process advisors' contracts to greatly improve your chances of getting approved.