Multitasking Done Right

Multitasking Done Right

Author: Betsy Nealon   Studies show that the kind of multitasking most of us do is highly ineffective. Why? Because flip-flopping from one task to another reduces our productivity by approximately half, costs billions of dollars and even inhibits creativity,...
Bridging the Training Gap

Bridging the Training Gap

Author: Casey Maughan   Like many in the financial services industry, I never planned on ending up here. Early in my career, I discovered my love for sales, but didn’t love the environment or product I was selling. Eventually, I found myself working for a...
Indispensable

Indispensable

Author: Nick Lamparelli   Over the course of my career, I’ve had the opportunity to work with firms serving affluent clients and to interview high-net-worth individuals and investors. One consistent observation stood out: not a single person referred to their...
The Right Fit

The Right Fit

Author: Kellie Lail   What if I told you that the secret to building and maintaining your dream team isn’t just about identifying the right skills—it’s about personality? You might be thinking, “Personality profiles? Isn’t that a bit touchy-feely?” or “Aren’t...
A Silver Lining

A Silver Lining

Author: Sam Geraci   Bad weather events are on the rise, leading to an unusual amount of opportunity for agents looking to build their businesses and support their communities. More storms have caused higher rates and product changes, leaving customers with a...
Vision and Values

Vision and Values

For culture advisor Jay Doran, success is founded on trusted leadership and timeless principles Jay Doran is known to many in the insurance and financial services industry for his five-star-rated The Culture Matters Podcast , in which he talks with business leaders...
Pitch Perfect

Pitch Perfect

Author: Tony DeSantis In business, big or small, it all comes down to the bottom line. Does the client want to buy your products or services? Does the boss approve your budget? Does the investor believe in your dream? Have you sold them? Success or failure depends on...
Setting Yourself Apart

Setting Yourself Apart

Author: Doug Blevins If your business is built on offering the best prices, you’re on a shaky foundation because there’s always someone out there who can undercut you. That’s why our approach is based on being an agency that is viewed as priceless, not cheap. With...
All Together Now

All Together Now

Author: Monica Barton When I joined Steve Pirch’s agency (in Lee’s Summit, Missouri), I could not have imagined that one day I’d play a pivotal role in developing our team and building our agency’s success. My journey began over a decade ago in an unexpected encounter...
Pointing the Way

Pointing the Way

Author: Brian Stolper I’ve been in the insurance industry as an agency owner for 20 years, and like most people, I’ve tried a lot of different approaches to building my business. Early in my career, I came across Troy Korsgaden’s system, which played a big part in...