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Good Intentions Does Not Always Lead to Success
Recent Posts Whether you are a CEO of an insurance carrier or the CEO of a local insurance and financial services agency or firm... you are dealing with the same business issues. There are many great ideas and a lot of people on your team with great intentions....
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...
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...
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
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
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...
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....
You Made a Promise to be Different. Now is Not the Time to Hide.
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...
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