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Shifting Paradigms
Bonnie Godsman Bonnie Godsman A paradigm shift is a significant change that occurs when a new and different way replaces the usual way of thinking about or doing something. That shift is occurring today in the financial security profession. 1 To strengthen trust and...
[Blog] Short-Term Rentals Are Here to Stay
Jeramie Worley Jeramie Worley I have been in the vacation rental business since before Airbnb existed. Back then, it was a clunky manual transaction with limited to no automation, tech or platform fees. It was beautiful. We had a chance to interact with, interview and...
Innovation Funding and Frameworks
Recent Posts One thing is clear, innovation in the insurance space has been on the rise in recent years and undoubtedly it has to do with the subsequent rise in customer expectations. Customers desire a more personalized experience as technology continues to advance....
[Blog] Create A Sales Team for Your Agency
Recent Posts In today’s world, agency owners can no longer afford to operate as lone wolves. The number and complexity of products available, along with higher expectations from clients for convenience and superior service, creates many challenges for solo...
[Blog] Systems and Structures
Recent Posts In any business or nonprofit organization, a clear definition of the need is essential to produce a compelling motivation to succeed. Entrepreneurs notice a gap in the market they can fill by creating a new company or a new product. Visionary leaders are...
[Blog] From Delivering Potato Chips to Delivering Policies
Jack Jameson Jack Jameson Having squeaked through my insurance exams, I knew that I wasn’t going to excel in my new career as a Farmer’s agent on smarts alone. But I was determined that no one was going to outwork me. What I lacked in giftedness, I was going to make...
[Blog] Business Acumen
Troy Korsgaden Troy Korsgaden It used to be that all you needed to succeed as an agency owner were strong sales skills. Finance, leadership and business management skills were nice to have, but you could get by without them. Those were simpler times. The advent of the...
[Blog] Humans vs. Robots
Krystal Parker Krystal Parker If culture eats strategy for breakfast, why are we still hungry? If strategy were enough, then why are 86% of companies on the Fortune 500 in 1955 no longer in existence today? If that didn’t get your attention, maybe this will: 52% of...
[Blog] How to Secure A Customer For Life
Vince Kudla Vince Kudla Appointment setting is an essential component of any business strategy because it aids in the generation of new leads and revenue growth, as well as improving customer retention, relationship building and growth potential. Creating a consistent...
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