Everyone is a Prospective Client or Employee

Recent Posts Our profession is at risk, if we do not RECRUIT more as an industry. We need to build our bench with the next level of Executive Leaders. We need to build our bench with the next level of Agency Business Owners. To attract the right candidate in the...
The Review Has to Be Something the Client WANTS To Do

The Review Has to Be Something the Client WANTS To Do

Recent Posts Offering a Annual Review is not enough. It is only “part” of a successful client engagement strategy. We must have them come in to review everything they have currently for protection. We must give them advise on what they should be thinking about and...
Houston Luncheon July 10th

Houston Luncheon July 10th

Recent Posts For all our Houston friends- On July 10th at 11:30AM CST, I will be joining the Latin American Association of Insurance Agencies. The lunch meeting will be at Maggiano’s Little Italy Post Oak. I am honored to speak about our Practice Management...
[Blog] Decade of Disruption

[Blog] Decade of Disruption

Jeff Williams Jeff Williams March 1, 2020 was the beginning of a decade of disruption for the automotive industry. First was the Covid-19 pandemic. Not only did the pandemic shut down retail facilities and drive shoppers online, but it also massively affected supply...

Our Job is to Find Out Who People Love

Recent Posts We have studied successful Multi-Line Agency businesses. There is a common thread that you can see for those who are constantly successful. They have a commitment to providing life insurance for the individuals and businesses they serve. For your life...

[Blog] Not Your Father’s Insurance Agency

Bradley Flowers Bradley Flowers In the nostalgic old-school days, insurance transactions were a social affair. People would stop by the insurance office to pay their bill, chat with their agent, enjoy a cup of coffee and casually waste about 30 to 45 minutes of their...
Put Clients First and the Sales Will Follow

Put Clients First and the Sales Will Follow

Recent Posts One of the core beliefs I have held from the moment I started my agency and throughout my consulting career has been “service before sales.” I have always believed that providing unrivaled service is the key to sustainable success. When you...
[Blog] Leading with Intention

[Blog] Leading with Intention

Tina Paulus-Krause Tina Paulus-Krause How intentional are you about your growth? I ask this question to leaders and teams daily. Too often, leaders of teams and businesses do not have an intentional growth plan. For themselves, for their teams and even for their small...