Recent Posts A successful Annual Client Review Program must have the following elements: -Build connections -Create consistency -Foster...

Recent Posts Leaders with a profit center mindset believe every team member contributes to the success of the business. This mindset influences whom...

Recent Posts Maximize the sales process in your practice. A strong process includes impactful and meaningful client meetings. Have meetings that...

Recent Posts 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...

Recent Posts An extremely large segment of clients still want to meet with an insurance and financial services professional in person. Don’t default...

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...

Recent Posts It is not the product that is the most important... It is the person! If you just focus on quoting to win customers, you will will win....

Recent Posts Agency economics have drastically changed over the last 5 years. It has now hit an inflection point. If you are not on top of your...

Recent Posts When evaluating your business you must evaluate yourself as well. We need to evaluate your skills as an Executive, a leader, a...