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...

Recent Posts It is not the product that is the most important... It is the person! If you just focus on quoting to win customers, you will will win. It is a numbers game. But if that’s all you do, you are only focusing on one segment of the customer. As a small...

Recent Posts Agency economics have drastically changed over the last 5 years. It has now hit an inflection point. If you are not on top of your economics for your small business, you are in trouble. If you align your business properly and get out in front of the...

Recent Posts When evaluating your business you must evaluate yourself as well. We need to evaluate your skills as an Executive, a leader, a motivator and as an administrator. As human beings we each have strengths and weaknesses. The trick is to capitalize on our...

Recent Posts A big part of unrivaled service is knowing our clients, what they need, and what is important to them and their families and businesses. Some people are less concerned with accumulating assets than they are about protecting what they have. Others are...