Insights

Today's customers are more informed, but still want a discussion partner. There is too much information to consider. For that reason, thoughtful people want an Advisor who will give them the human touch.
Advisors are not going away... they will be bigger and stronger!
In this short video, Troy talks to The Culture Matters, Jay Doran, about...

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 the same. In this one minute video short clip, TK talks about the importance of roleplay.

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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 to do during the day. This is more important than just another box to check. Give them...

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. Never stop growing and never stop learning!
In this video short, TK discusses recruiting and...

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 preparing our strategies to grow our businesses.
Helping your discussion partner advisors...

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 was not built in a day. The key is to start, remain consistent, and immediately get...

Whether you’re in a carrier operation at the home office, or you’re out in the field, you have control over helping others move towards a Discussion Partner model. You also know what’s working and what is not in your organization.You can help direct the folks who want to grow, and empower them to get information from those who...

Position yourself to win by showing up under the right conditions.
The right conditions are:

1. Your customers and prospective customers know exactly why they are meeting with you.
2. Your customers and prospective customers need & desire the Service/Advice/Product Solutions you have to offer.

Of course there might be other factors to consider....

Do you take time to help your team meet their individual goals and not just current promotions?
There are strategic benefits for executives and field leaders to constantly assess their teams.
Determine which team members would benefit most from 1-on-1 mentoring and coaching.
Determine which team members would benefit more from group coaching.
Next...