MasterAdvisor 71: What Can You Do to Protect Your Client’s Trip?
by Daniel McCarthy /It’s every advisor’s fear, but eventually one of your clients will get into a jam. Luckily, in this day and age, an advisor can take plenty of steps to protect their clients from losing money on a trip they never actually took. However, like anything else, it takes research, knowing the right people and insurance programs, maintaining a level head, and experience.
Heather Di Pietro, Owner, and CEO at TravelSalesGroup, returned to TMR’s MasterAdvisor Series to talk about what it takes to protect your client’s trips in an episode sponsored by ALG Vacations. The episode includes discussion about third-party insurance versus supplier insurance, state regulations, and more.
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For others:
– Episode 70: How to Build Your Expedition Cruise Client Base
– Episode 69: How Personalization Keeps Clients Coming Back
– Episode 68: Everything You Need to Know About Booking Villas
