Pilczuk shares her proven needs analysis conversation method based on the 20/80 principle: Her client speaks 80% of the time, and she speaks only 20%. By asking the right questions, she guides the client to create their own solution, avoid objections and choose higher premiums.
Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.
