by Sarai Snyder | Sep 2, 2022 | Public
1. Collect Success Stories It’s no secret that the financial security profession is aging. We’ve been talking about the graying of the profession for years amid our struggle to attract new blood. Now, with the onset of the “great resignation,” we may be reaching a...
by Sarai Snyder | Sep 1, 2022 | Public
Recent Posts Thank you Amy and Austin for the new books! Further proof that the “presenter learns more than the attendee.” #LearningAndDevelopment #CycleOfContinuousImprovement
by Sarai Snyder | Aug 30, 2022 | Public
Recent Posts Today’s customers are more informed, but still want a discussion partner. There is too much information to consider. For that reason, thoughtful people want an Advisor who will give them the human touch. Advisors are not going away… they will...
by Sarai Snyder | Aug 24, 2022 | Public
Recent Posts Revenue drives business growth. Long-term revenue is achieved by putting the customer first in everything we do. The insurance marketplace is going through a tsunami of transformation. Market leaders of the future will develop products and service...
by Sarai Snyder | Aug 22, 2022 | Public
Recent Posts Segment existing relationships and new prospects. Ideal customers want and need the products and services you offer. Do not waste time with people who do not fit your business model. “Birds of a feather, flock together.” Example…...
