Recent Posts The sweet spot in your professional life is when you have so many of the right people in your pipeline, that you can choose who you do...
The Sweet Spot
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Commit To Unrivaled Execution
Recent Posts There are many moving parts in the insurance industry. Successful companies and their teams are committed to an unrivaled execution. We...
Give The Client Your All
Recent Posts We need to be constantly upping our game. What we did in the past will not be good enough to meet the expectations of the consumer in...
Be Confident in the Value you Provide Your Clients
Recent Posts If you know the value you provide as an advisor, you are not afraid of NOT receiving a commission every time you present a product...
Retooling Your Database
Recent Posts Client information should be the foundation of your business. There are some major benefits to database retooling. Most importantly,...
The Script is not the Magic Pill
Recent Posts The magic pill in getting an appointment is NOT the script. The magic pill IS all the reasons why someone would want to come in for an...
Technology is Changing but Keep the Focus on the Client
Recent Posts The tsunami of change continues in the insurance industry. It will continue to be a bumpy ride, but we must stay focused on the client....
The Best Defense Will Be An Unrivaled Offense
Recent Posts Gymnasticating is not a word. However, you immediately understood it. Running a small business has never been more intense. We have...
Now is the Perfect Time to Retool
Recent Posts Never apologize for your rate. Review your clients current coverages, advise on what coverages should be updated, and give personal...
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