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Episode #40: When to Move Forward & When to Walk Away

Episode #40: When to Move Forward & When to Walk Away

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#Insurance #SalesStrategy #IndependentAgency

🚨 Not all business is good business.

In this episode of Build Your Legacy: Insurance Edition, we explore when it's time to walk away from a prospect—and why it’s often the smartest move an agency owner can make.

✅ When “helping” actually hurts your agency
✅ The trap of quoting midterm policies
✅ How to recognize bad fits before you waste your time
✅ The cost of serving certificate-only clients
✅ Why saying no can help you grow faster

Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.

📧 Send us your topic suggestions at podcast@siaofnc.com
🌐 Learn more at www.siaofnc.com

Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more!

#InsurancePodcast #IndependentAgencies #WalkAwayInsurance #InsuranceSales #InsuranceStrategy #InsuranceGrowth #BuildYourLegacy

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.