Recent Posts A focus on a few small priorities can make a huge difference in your business’s bottom line profits. One of those priorities should be to make every team member proficient on setting client appointments. #PracticeManagement #Knowledge #Skills...

Recent Posts Every goal must have related strategies and activities. Remember, without action, a plan is only a wish. You must also identify how you will measure and monitor the success of your plan. Establish key performance indicators at every level, from individual...

A strong business plan enables your business to take flight. A strong business plan enables your business to take flight. I fly a lot for my business, traveling across the globe for days and weeks at a time. Nine times out of ten, the flight is uneventful, with...

Recent Posts A successful Annual Client Review Program must have the following elements: -Build connections -Create consistency -Foster Collaboration The annual client review is not a sales meeting. However, when done properly you are positioned to provide product...

Recent Posts Leaders with a profit center mindset believe every team member contributes to the success of the business. This mindset influences whom they select to be on their team and how they develop them to be profit centers. #PracticeManagement #AgencyOwners...

Recent Posts Maximize the sales process in your practice. A strong process includes impactful and meaningful client meetings. Have meetings that last no more than 30 minutes or perhaps 45 minutes if clients have questions. This requires that you have a strong meeting...

Recent Posts Current agent economics require a new business model for an Agency/Firm to be profitable. We are in a marathon and not a sprint. A transaction with the client is just one component of a much larger relationship and ongoing interaction. The model requires:...

Recent Posts An extremely large segment of clients still want to meet with an insurance and financial services professional in person. Don’t default to phone, text, and virtual. These are very valuable tools to engage the client throughout the year. However, give it...

We must generate revenue for our businesses to survive, but that is not our purpose. Our purpose is providing solutions to help our clients protect what is most important to them and achieve their dreams. We must generate revenue for our businesses to survive, but...