Finding Hidden Growth in Your Book of Business

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Finding Hidden Growth in Your Book of Business

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Most advisors spend their time chasing new business, while overlooking the opportunity already sitting inside their existing book. In this episode, we're joined by Niko Kantouros of Proformex to discuss how advisors can uncover coverage gaps, identify cross-sell opportunities, and strengthen retention through centralized visibility into their clients' life insurance and annuities. We break down:

Where advisors most often leave revenue on the table
How to prioritize outreach instead of guessing who to call
Why proactive policy reviews protect against client churn
What separates advisors who grow consistently from those who stay reactive

The fundamentals of this business haven't changed. Relationships and trust still win. But the advisors who thrive going forward will be the ones who combine those fundamentals with a single, reliable source of truth for their entire book and actionable insights to drive their business forward. If you want to grow without adding complexity, this conversation is worth your time.

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