Replicating ‘A’ Players Article

Replicating ‘A’ Players Article

Recent Posts Replicating “A” players requires effective ways to share knowledge. One of them is through formal training- national sales meetings, regional sales meetings, courses, and certifications. But there is real value in informal channels, too. Have...
FINSECA Replicating ‘A’ Players

FINSECA Replicating ‘A’ Players

1. Collect Success Stories It’s no secret that the financial security profession is aging. We’ve been talking about the graying of the profession for years amid our struggle to attract new blood. Now, with the onset of the “great resignation,” we may be reaching a...
SuperCheck 2022

SuperCheck 2022

Recent Posts Thank you Amy and Austin for the new books! Further proof that the “presenter learns more than the attendee.” #LearningAndDevelopment #CycleOfContinuousImprovement
Thoughtful People Want An Advisor

Thoughtful People Want An Advisor

Recent Posts Today’s customers are more informed, but still want a discussion partner. There is too much information to consider. For that reason, thoughtful people want an Advisor who will give them the human touch. Advisors are not going away… they will...
Segmenting Your Customers and Prospects

Segmenting Your Customers and Prospects

Recent Posts Segment existing relationships and new prospects. Ideal customers want and need the products and services you offer. Do not waste time with people who do not fit your business model. “Birds of a feather, flock together.” Example…...
Recruiting Opportunity

Recruiting Opportunity

Recent Posts Small business owners must have a robust recruiting strategy to compete in today’s competitive marketplace. To grow your team, focus on the fundamentals with relentless execution. Today’s top recruits are usually not the one’s to answer...
Update Your Scripts

Update Your Scripts

Recent Posts Agency Business Owners, Team Members, and Carrier Employees should constantly be updating scripts. Continuous improvement should be the goal for all customer interactions. Have a script for in-person, over the phone, or virtual. The objectives should be...
Stand Up New Capabilities

Stand Up New Capabilities

Recent Posts Every business owner should be standing up new capabilities to ensure increased revenue and profits. One of the most important capabilities is to leverage your team to develop new business. Don’t make them feel like you are just giving them one more task...