Recent Posts Every prospective client is a VIP. Treat them as such. Treat them like your CPA treats you, like your lawyer treats you, and any other true professionals treat you. Invite them in to discuss important matters. In this podcast, Troy gives an example to...

Recent Posts During the height of the pandemic advisors were forced to modify the way they marketed their businesses. Now, forward-thinking advisors are embracing a variety of high-tech solutions even as they revisit the older, tried-and-true strategies. Here are 7...

Recent Posts Current economic conditions have begun to reach an inflection point. Focusing on agency owner economics must be a priority as you execute moving to a new business model. Failure to recognize changes will lead to stagnate growth or make your business...

We need to face the fact that we can’t be all things to all people, but we can still provide solutions for all things to all people. TROY KORSGADEN As consumers, we’re constantly yearning for a better experience from the companies we do business with. We want more...

Recent Posts Create a learning culture within your organization. To meet and exceed customer expectations, we must constantly grow through learning and performance. Make service enablement and sales enablement a high priority on your list of 2023 objectives....

Recent Posts As we begin to finalize our 2023 plans and budgets, let’s not forget the importance of execution. Create a roadmap that includes tactical plans, a systematic process to measure and monitor progress, and accountability. Strategy is awesome, but without...

Recent Posts A cycle of continuous improvement is what separates the very best from the average. Listen carefully in every interaction you have with your company's current customers and prospects. Encourage everyone on your team to get to the bottom of every...