Rob Regan-Pollock’s Annual Review Script
Here are the questions inspired from my conversation with Rob on his annual review
- Ask if they would like to have their rate compared to the current market rates?
- Ask if they have had any changes in income over the past year?
- Any family planning? Are they needing to upsize, or downsize?
- What would you like to know about the market?
- Thank them for their time and remind them we would be happy to help their family and friends