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Podcast: Registered Investment Advisor Podcast
Episode: From Website Widget to 200K Qualified Life Leads
Description: What if adding a simple quote widget could turn your existing contacts into a steady stream of life-insurance buyers without high-pressure sales?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Brian Greenberg, Co-Founder & CEO of Quoteplicity, who shares how running an all-inbound, phone-based life insurance agency for 15 years led him to build a platform that has helped create 200,000+ leads for agents and agencies. He breaks down low-friction funnels, quoting tools, carrier hand-offs, and practical tactics advisors can use to cross-sell life insurance without turning every conversation into a hard sell.<...