Why Your Agency Needs a Private Client Strategy

Podcast: Accelerate Your Insurance Sales Podcast · Andy Neary

Opublikowano: 2026-08-07

If you want to operate in the private client and high-net-worth space, you cannot afford to just be "the insurance guy." Sophisticated buyers, ranging from $100 million to $29 billion in net worth, can smell a product pitch from a mile away. To win these relationships, you must master the art of leading with planning, embracing complexity, and speaking the language of their CPAs, attorneys, and family offices. My guest, Dan Bergen, Managing Director of Private Client at Higginbotham and former Head of Insurance at Goldman Sachs, joins me to discuss what it takes to operate...