Recent Posts Discussion Partner and Practice Management Learning & Performance programs are recognized by many of the top insurance carriers in...
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Market Disruption
Recent Posts There are headwinds that are affecting the insurance industry as a whole. We are challenged with higher costs and increased changes in...
Join The Movement
Recent Posts For Agency Business Owners and Industry Leaders committed to growth. Join The Movement to improve Learning and Performance....
How valuable is your value proposition?
What clients want I propose a shift in how we think about value propositions. A value proposition is a promise to our clients – a promise to deliver...
Attitude Is Everything
Recent Posts "Some people can brighten up a room... just by leaving it!" Lord, help me to not be one of those people! #AttitudeIsEverything
Focus On Client Relationships
Recent Posts If you are wanting to grow your business... increasing quote volume works 100%! However, if you increase your quote volume by giving...
The Opportunity
Recent Posts The opportunity ahead, is for those who retool their business processes. Which clients and customers we engage with is of upmost...
Everyone is a VIP
Recent Posts Every prospective client is a VIP. Treat them as such. Treat them like your CPA treats you, like your lawyer treats you, and any other...
Marketing your practice: 7 tips for financial advisors in 2023
Recent Posts During the height of the pandemic advisors were forced to modify the way they marketed their businesses. Now, forward-thinking advisors...
Your Community to Grow Your Business
Connect with like-minded agents and tap into mutually beneficial growth opportunities.