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Segmenting Your Customers and Prospects
Recent Posts Segment existing relationships and new prospects. Ideal customers want and need the products and services you offer. Do not waste time with people who do not fit your business model. "Birds of a feather, flock together." Example... segments might include,...
Recruiting Opportunity
Recent Posts Small business owners must have a robust recruiting strategy to compete in today's competitive marketplace. To grow your team, focus on the fundamentals with relentless execution. Today's top recruits are usually not the one's to answer ads or message...
Update Your Scripts
Recent Posts Agency Business Owners, Team Members, and Carrier Employees should constantly be updating scripts. Continuous improvement should be the goal for all customer interactions. Have a script for in-person, over the phone, or virtual. The objectives should be...
Stand Up New Capabilities
Recent Posts Every business owner should be standing up new capabilities to ensure increased revenue and profits. One of the most important capabilities is to leverage your team to develop new business. Don’t make them feel like you are just giving them one more task...
Up Your Game
Recent Posts Successful leaders are always upping their game. To attract a high-caliber recruit to your team, you must be high-caliber. We must work harder improving our own skills to attract someone with the skills needed to serve our customers now and in the future....
Flight Plan
Recent Posts It is hard to believe that we are already 8 months in to the year! We should all be gearing up for the beginning of the planning season in October. Leaders are already thinking about budgets for 2023. We should all be focusing on ending 2022 strong and...
Outer Space Stuff
Recent Posts Insurance and financial services has become really exciting. There are some real "outer space stuff going on". New technology and the focus on the consumer have changed everything. In this 2 minute Culture Matters podcast clip, Jay and TK talk about how...
Rome Was Not Built In A Day
Recent Posts All businesses are facing headwinds. We must stand up new capabilities, new processes, and new communication strategies. Do not be afraid to try something new. The time to take action is now. RIGHT NOW! Do not be unrealistic about immediate success- Rome...
Business Development
Recent Posts To be successful at business development, you must be consistent. We train business owners, executives, and industry field leaders to tag business development onto other required daily activities. This encourages consistency and makes business development...
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