Why We Do What We Do?

As the new year begins, most people have created their list of resolutions and goals.  It is during this time that it’s critically important to clearly understand  the “WHY” in what we do.  This is a significant factor in knowing where you want to go and culminate this year. Our team recently had the opportunity…

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Where Is Your Revenue Coming From?

I hope this finds you well and consistently implementing! Today I’m discussing something that I find to be one of the most important systems in ANY business, including insurance agency businesses-Client Segmentation. In the 1800’s a gentleman by the name of Pareto came up with a principle called the 80/20 rule.  What it means is…

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Are YOU Asking?

Conformity- is that YOU? Are you falling prey to conforming and operating like every other agency out there? If that’s the case, then I am sorry to hear that you are experiencing tougher times right now. BUT, if you are one of the leaders who conforms to profitable and efficient operations-CONGRATULATIONS! In speaking to groups of…

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The Conversation Going On About YOUR Agency

If someone asked YOUR client about YOUR agency in a grocery store, how would that conversation go? Would there be much of a conversation? Is there any type of ongoing dialogue with YOUR client except when you want/need more money from them? What is your very best method of consistent communication with your clients, friend,…

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What Day Is Yours and Yours Alone?

Everybody’s has one day during the year that’s theirs and theirs alone.  It seems, from a magical standpoint, that nobody can lay a hand on their day. It’s their birthday. That’s why it’s really important to recognize people on their special day that’s theirs and theirs alone.  It just further cements the emotional relationship that…

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Top Notch Team Leaders Do This

I hope this finds your week turning out to be an absolute, over the top, off-the-charts win! If not so far, you still have time to turn the tide. Questions continue to surface on how we organize our team, keep our team together, keep them motivated, keep them moving forward, compensate them at a level…

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The URGENCY of Nurturing Your Herd

You never get a second chance to make a great first impression. This saying applies to so many situations – dating, interviews, writing, reading and the list goes on. First impressions set the tone and are often impossible to reverse. This is true in almost every aspect of life, and it is especially true in…

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Your Marketplace Needs ALL of Your Options ALL of the Time

The more you tell, the more you sell. To reach every nook and cranny of your marketplace with important, meaningful messages, you must use EVERY tool in your arsenal to make sure that your message is received and comprehended by your marketplace… The next bullet that I’m going to share with you is a form…

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You have 21 days to WOW your clients!

People that buy insurance buy insurance somewhere.  People hope they’re never going to use it.  People spend a lot of money for insurance.  It’s a paper contract that they hope they’re never going to have to use.  But when you change the paradigm and you turn around and recognize them for something they don’t really…

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