The One With the Most Information Wins

Recent Posts If you want to know how tall a building is going to be, you just need look at how deep they dig the foundation. The same could be said about our clients. If you want to grow to new heights, you must have a deeper relationship with each household and/or...
Meet 7 Times a Year and the 4 Nonnegotiables

Meet 7 Times a Year and the 4 Nonnegotiables

Recent Posts There are four must have meetings with clients every year. If you are a business owner, these are nonnegotiable. A household review annually New business for new households Add-on new business for current households Life conversation annually When every...

Discussion Partner/ Return of the Local Agent

Recent Posts No matter how great AI becomes, our clients will always need someone to connect the dots. One size does not fit all. Insurance is complex and requires multiple products. Our profession has some of the highest earners in the marketplace. This is because...
RPOA LIVE Summit featuring Troy Korsgaden

RPOA LIVE Summit featuring Troy Korsgaden

Recent Posts I am excited to announce that I will be a guest speaker at the upcoming RPOA LIVE Summit on May 8th! Could not be more proud of my longterm friendship and collaboration with Jeremy and Kristin. If you’re looking for actionable insights to propel...
Consider a Concierge for Your Agency Firm

Consider a Concierge for Your Agency Firm

Recent Posts Many top-notch restaurants have an expediter on staff. The expediter works with the kitchen, waitstaff, and customers to make sure that meals are prepared exactly as ordered, beautifully presented, and delivered to everyone at the table at the same time....