Insights

Make development of your team members a major priority in your 2024 business planning.
Learning is the foundation. Performance is the application and execution.
Set high expectations for growth. Joint work allows your team member to see things in action. Make a commitment to a cycle of continuous improvement for each individual and the team as a...

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 #KorsgadenInternationalTrainingAndPerformance

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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 activities (calls made, daily appointments, etc.) to organizational results (production,...

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 everything going according to plan.

  Recently, there was an emergency during one of my flights. A man had a heart attack 30 minutes...

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 solutions at your next meeting(s) based on your clients personalized needs.
#AnnualClientReview...

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 #DistrictManagers #FieldLeaders #CorporateLeadership

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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 prep and post process.
Include client meeting strategies in your upcoming business planning.
...

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:
-Service from day one
-Advice that is ongoing
-Product solutions that are tailored to each...

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 your all to meet at least once a year face-to-face.
In person meetings are more...

Making clients the center of attention is the key to success for insurance carriers and financial service companies. 

Finseca Focus Magazine 2nd Quarter 2023

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...