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Life Health > Running Your Business

The Positive Benefits of Periodic Client Reviews

Bryce Sanders By Bryce Sanders

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My insurance agent loves the Panera Bread restaurant chain.

Since we are friends, we meet for lunch once a month.

This time, he brought our files under his arm. It was time for our annual policy review.

Giving this kind of attention to clients delivers many positive benefits.  Meeting in person from time to time solidifies relationships and can help you grow your business.

For nine ways in-person meetings can help you bond with clients, see the gallery above.

Credit: Charnchai saeheng/Adobe Stock

Bryce Sanders

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