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Rob Regan-Pollock’s Annual Review Script

Regan-Pollock-Rob

 

 

 

 

 

Rob Regan-Pollock’s Annual Review Script

 

Here are the questions inspired from my conversation with Rob on his annual review

 

  1. Ask if they would like to have their rate compared to the current market rates?
  2. Ask if they have had any changes in income over the past year?
  3. Any family planning? Are they needing to upsize, or downsize?
  4. What would you like to know about the market?
  5. Thank them for their time and remind them we would be happy to help their family and friends

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