Benchmark Business Group

Optimal Outcome Insights

Since 2006, Benchmark Business Group has worked extensively with clients in the financial service field.  In 2008, the amazing results our clients were achieving  lead to the creation of the Optimal Outcome coaching program at the request of one of our multi-line providers.  We're excited to take the Insights we've optimized over the past years working with hundreds of agencies, national accounts, and regional managers and share them with you!  Optimal Outcome Insights will be published on the 1st and 3rd Tuesdays each month.  Our goal is to provide your agency with short and thought provoking, but practical insights that will challenge you to design your practice to achieve value realized.

You can sign up here or read already published insights below.  It will take us time to build this resource, but if you're looking for information be sure to visit our Business Owner Resources listed below:

Sales Prospecting
Leadership Management
Time Management Marketing
All Past Business Newsletters
Business Insight Library - Downloadable PDF's by topic


December 4, 2018

The power of your WHY drives all your decisions. It is the heart, soul, desire and passion you have to achieve something through your business and life. Your WHY provides the inspiration to take action to realize results.
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November 20, 2018

At the beginning of this year we talked about how lead generation can be a silent killer in your business. This is a reminder. 

We know it's a busy time. You're still trying to reach goals for this year. And, as a business owner, you have end of the year items to wrap up. Of course, there's also a need for personal time with family and friends for the holidays.
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November 6, 2018

Golf pros will tell you following through with your swing is critical. The key is to do it consistently so your game can be more dependable.
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October 16, 2018

As a baby, we learn how to say words, form sentences, and start to learn how grammar works. As we mature, we begin to understand how to use words to motivate and persuade others.
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October 2, 2018

Financial Services Professionals are not having the right conversations, with the right team members, at the right times. In fact, most Financial Services Professionals don't hold regular meetings of any kind with their team.
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September 18, 2018

Do most of your sales happen in the 4th quarter? If so, you are not alone. In fact, most financial services professionals have their biggest revenue-generating months in the last quarter. And, several agents and advisors have the majority of their annual revenue generated in these last months. 
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September 4, 2018

Before a prospect becomes a client your business makes a promise to them. In some businesses that promise is implied in the sales process. Preferably, it's clearly stated and used as part of the sales process.
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August 21, 2018

In the financial services industry, the focus is often on where the next sale is coming from without taking a step back to look at the big picture.
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August 7, 2018

When it comes to the closing appointment with a prospect, asking for the sale is a key element. This may seem obvious; however, too often asking for the sale doesn't happen.
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July 17, 2018

There's a secret tool that many successful financial services professionals use with every step of their sales process.
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