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Broker Innovation Lab

What’s the good news, ladies? Trick-or-treat: 4th quarter is upon us!

This month, I get to introduce you to two more women who have taken growth to heart and are looking for the best ways to be successful. Gretta and Lindsay have both taken their practices to the next level by looking not only inside, but to the outside, as well!

By Susan L Combs | October 21, 2020 at 07:48 AM
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It’s that time of year … 4th quarter!  With so many unknown factors for all of us right now, I’m still wondering if it’s going to be a trick or a treat.  We have taken steps to be able to conduct virtual open enrollments. We’ve also been doing video presentations on proposals that we are getting rave reviews about, since no one likes to read a play-by-play email anymore when you attach a quote!  A lot of these tools came from women who have been featured in this series in the past and shared their ideas through our Wonder Woman Mastermind that we started in July.

I am so grateful for these women I’ve met along the way who are all so open to sharing their tips and tricks.  This month, I get to introduce you to two more women who have taken growth to heart and are looking for the best ways to be successful.  Gretta and Lindsay have both taken their practices to the next level by looking not only inside, but to the outside, as well!

Gretta Zutz, National Financial Network

“Working virtually was something I had started but had not really committed to towards the end of 2019.  A mentor had asked me “Why not work 100% virtually?  You’ll get so much more accomplished as a new mom.”   2020 forced us all to shift and thankfully, I was prepared for it.  Now my process is more streamlined, meetings are shorter and more impactful, and I’m able to take on more in a day.

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