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Local Insurance Advisors Have Never Been More Important
Local Insurance Advisors Have Never Been More Important

Recent Posts The human touch of the individual Advisor has never been more valuable in the marketplace. Local Agencies, and their teams, foster personalized relationships and risk-based selling. Local expertise in risk assessment and proactive loss mitigation can...

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I’m not Selling…I’m Serving
I’m not Selling…I’m Serving

Recent Posts Serve your client first before trying to sell them something. Agents and Team Members, that’s what you do best.....SERVE! Show them how you will help their family. Show them how you will help their business. Show them how you will help them personally. By...

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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...

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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...

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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...

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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 your team...

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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....

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There is Nowhere to Hide
There is Nowhere to Hide

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...

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