We Are Profitable When We Set the Appointment

Recent Posts We react so much throughout the day that we often forget how many opportunities there are to set an appointment under the right conditions. Design your business day workflows to always include an offer to discuss additional product solutions. Your clients...
EXECUTION IS KEY

EXECUTION IS KEY

Recent Posts A few weeks ago, I found myself in the middle of a Seinfeld episode while renting a car. I often book my rental cars through carriers who offer perks. One of the main perks I like to take advantage of is the “skip the counter” option, which allows me to...
It Starts With Trust

It Starts With Trust

Recent Posts Without trust, consumers will continue to view our products and services as commodities, and our relationships with them will continue to be transactional. No different from buying a carton of milk from the store. #Advisor KorsgadenInsights.com To book a...

Everyone is a Prospective Client or Employee

Recent Posts Our profession is at risk, if we do not RECRUIT more as an industry. We need to build our bench with the next level of Executive Leaders. We need to build our bench with the next level of Agency Business Owners. To attract the right candidate in the...
The Review Has to Be Something the Client WANTS To Do

The Review Has to Be Something the Client WANTS To Do

Recent Posts Offering a Annual Review is not enough. It is only “part” of a successful client engagement strategy. We must have them come in to review everything they have currently for protection. We must give them advise on what they should be thinking about and...