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 your team...

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....

Recent Posts I don’t know how long ago it has been since you sold your first client. Whenever it was, chances are you told them you are different from other agents and advisors they've worked with. You promised you would always be there – that you'd meet with them...

Recent Posts There is nowhere to hide as the insurance industry continues to go through disruption. Uncertainty is forcing all of us in the profession to up our game. When things are going great, we tend not to worry about the little things as much. But the little...

Recent Posts Let’s be honest with ourselves. We’ve been on easy street. You know it’s easy, when all you have to say is, ‘Here’s your coverage and here's your price. Do you want it?' and everyone's happy. It’s like shooting fish in a barrel. Because it's been so easy,...

Recent Posts Each Team Member can easily be a profit-center in your business. Profit comes from many things. However, the foundation is 1 of 3 things with each client interaction: I gave a presentation and asked for a check. I asked for the next appointment to give a...

Recent Posts Master every step of the purchasing process & ongoing client experience journey. This is the foundation for a successful business model of the future. Insurance professionals need to assume the role of the gateway to everything related to insurance and...