Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately
When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately.
Holly is a risk management specialist with USI Insurance Services who focuses on personal property and casualty insurance for successful individuals and families.
We’ll learn about the holistic approach Holly takes to make sure clients are properly insured, how advisors can make the insurance review experience better for clients, why you might want to think twice about buying that condo in Florida, and more.