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


July 16, 2019

According to the National Ethics Association, one of the top five reasons E&O is paid is because of inadequate business practices. Errors were found because of the lack of knowledge, action that wasn’t taken, poor communication, and inconsistent business practices. When you look at how fast an agency moves and...
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July 2, 2019

Every agency has its own language. Words and phrases that only you and your team use with each other; never outside the office or around a client. This language develops and evolves over time. Your language might be shaped by professional experience, for instance you might choose to have your...
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June 18, 2019

In business, the general rule of thumb is to be slow to hire, because hiring the wrong people can be a costly mistake. In the financial services industry, this is especially true. For most positions, you have to find team members that can do the work, pass the right background...
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May 23, 2019

In the Financial Services industry, the conversation between sales teams and managers is often informal and even casual. We often hear, “We’re a small business, we know what’s happening.” Yet, we find that many financial services professionals are not having the right conversations with their sales team. Yes, they talk...
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May 21, 2019

Dealing with difficult or even upset clients is something that can’t always be avoided. Clients will not always like decisions that are made or rules that must be followed. Yet, your agency still has to find a way to engage with these clients in a way that leaves them feeling...
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May 7, 2019

It Starts with Your Client’s Expectations. When a client agrees to be your client they have a reasonable expectation that you will help them take care of their needs. They expect your team to be the experts. Which includes identifying risks and opportunities the client may not even know exists....
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April 16, 2019

If you were coaching a MLB team in the World Series, would you ever ask your team to show up without practicing first? Chances are you answered with a strong no. In the world of sports, game day is a very small portion of how time is spent. The day-to-day...
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April 2, 2019

As a professional in the financial services world, you’ve probably covered and discussed sales many times in your career. We all know it’s important. It’s widely accepted these days that it’s a skill that can - and should be - developed, but where do you start? Whether you’re looking to...
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March 19, 2019

How many leads do your prospecting sources send your way each month? If you’re like most agencies the answer is not enough. Most would welcome new leads and new business, especially if they come from a recommendation. Yet, most agencies are not set up to create and nurture successful prospecting...
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March 5, 2019

Do you have an entrepreneur mindset? In its simplest form, you - the financial services professional - are an entrepreneur. You took the risk to own your own business, answer to limited authority and make your own decisions. Not to rely on a paycheck, but to be paid for the...
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