by Sarai Snyder | Oct 10, 2023 | Public
A strong business plan enables your business to take flight. A strong business plan enables your business to take flight. I fly a lot for my business, traveling across the globe for days and weeks at a time. Nine times out of ten, the flight is uneventful, with...
by Sarai Snyder | Oct 4, 2023 | Public
Recent Posts A successful Annual Client Review Program must have the following elements: -Build connections -Create consistency -Foster Collaboration The annual client review is not a sales meeting. However, when done properly you are positioned to provide product...
by Sarai Snyder | Sep 28, 2023 | Public
Recent Posts Leaders with a profit center mindset believe every team member contributes to the success of the business. This mindset influences whom they select to be on their team and how they develop them to be profit centers. #PracticeManagement #AgencyOwners...
by Sarai Snyder | Sep 26, 2023 | Public
Recent Posts Maximize the sales process in your practice. A strong process includes impactful and meaningful client meetings. Have meetings that last no more than 30 minutes or perhaps 45 minutes if clients have questions. This requires that you have a strong meeting...
by Sarai Snyder | Sep 20, 2023 | Public
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 transaction with the client is just one component of a much larger relationship and ongoing interaction. The model requires:...
by Sarai Snyder | Sep 19, 2023 | Public
Recent Posts An extremely large segment of clients still want to meet with an insurance and financial services professional in person. Don’t default to phone, text, and virtual. These are very valuable tools to engage the client throughout the year. However, give it...
by Sarai Snyder | Sep 6, 2023 | Public
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 what is most important to them and achieve their dreams. We must generate revenue for our businesses to survive, but...
by Sarai Snyder | Sep 5, 2023 | Public
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. It is a numbers game. But if that’s all you do, you are only focusing on one segment of the customer. As a small...
by Sarai Snyder | Aug 23, 2023 | Public
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 economics for your small business, you are in trouble. If you align your business properly and get out in front of the...
by Sarai Snyder | Jun 28, 2023 | Public
Recent Posts When evaluating your business you must evaluate yourself as well. We need to evaluate your skills as an Executive, a leader, a motivator and as an administrator. As human beings we each have strengths and weaknesses. The trick is to capitalize on our...
