Episode Player
Playing Defense: Keeping Clients When Rates Keep Rising
IA Forward
IA Forward
Playing Defense: Keeping Clients When Rates Keep Rising
Oct 14, 2025
Season 1
Episode 286
Shane Tatum and Tonya Lied
Premiums keep climbing. Customers are tired. Agents are exhausted. So how do you keep client loyalty when everyone’s feeling the pressure? Shane and Tonya break down how to play defense for your book, turn frustration into understanding, and prove why the independent advisor still wins.
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