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...
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KORSGADEN INSIGHTS COMMUNITY
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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...
Agency Economics
Recent Posts Current economic conditions have begun to reach an inflection point. Focusing on agency owner economics must be a priority as you...
How to Build Trust (and Make More Sales with Your Clients)
We need to face the fact that we can’t be all things to all people, but we can still provide solutions for all things to all people. TROY KORSGADEN...
Introductions Only, No Selling
Recent Posts Relationships are one of the major keys to success in building a successful and sustainable business. Deepening existing relationships...
Create A Learning Culture
Recent Posts Create a learning culture within your organization. To meet and exceed customer expectations, we must constantly grow through learning...
Execution Is Everything
Recent Posts As we begin to finalize our 2023 plans and budgets, let’s not forget the importance of execution. Create a roadmap that includes...
AM Best Interview with Lori Chordas
Recent Posts TK joined Lori Chordas from AM Best, along with Richard Augustyn (Chief Executive Officer, NIP Group) and Geof McKernan (Chief...
Continuous Improvement
Recent Posts A cycle of continuous improvement is what separates the very best from the average. Listen carefully in every interaction you have with...
Your Community to Grow Your Business
Connect with like-minded agents and tap into mutually beneficial growth opportunities.