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The first step to becoming a trusted adviser is being an “insurance hero.” (Photo: iStock)

Those of us in the insurance business help in many ways in the course of our daily work routine.

How? As trusted advisors, clients frequently contact us with problems and seek help, not only with insurance questions but also with situations not related to insurance. From my own experiences, I’ve found that the first step to becoming a trusted advisor is being an “insurance hero.”

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Barry Seigerman



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