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...

Recent Posts To transition smoothly into the customer-driven sales cycle, carriers and their advisors simply need to differentiate themselves by identifying a strong value proposition — and communicating it consistently across all platforms. Even if you aren’t the...