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


February 19, 2019

Mistakes will always happen. And when those mistakes happen, there is an expectation your team will step in and fix the mistake. To “Take the H.E.A.T.” and make sure that customers are heard and action to correct the mistake is taken.

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February 5, 2019

Financial services businesses often struggle to compete with salaries or benefits that other businesses provide. But, they also want to recruit, reward and retain top talent. So how does a small financial services business compete to make a compelling offer and a workplace that is hard to leave? There are...
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January 15, 2019

It’s a new year with new sales goals to reach. Meaning, it’s the perfect time to shine a light on prospecting in your business. Prospecting is a vital activity, yet it’s one of the easiest activities to push aside. As your business grows, so do the demands on your time....
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December 31, 2018

Have you ever had a stranger fall asleep on your shoulder during a flight?
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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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