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

 

January 7, 2020

You’ve got your goals for the year in front of you. You’re motivated and ready to take your business to the next level. What’s your next step? Are you set up to succeed? There’s a simple and easy exercise that you can complete, right now, that will allow you to...
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December 17, 2019

“There is no finish line. There are only mile markers.” Michael Ventura, Founder of Sub Rosa As the end of another year draws to a close, we are reminded that the end of this year isn’t the finish line. It’s simply another mile marker in your journey. At BBG, we...
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December 3, 2019

A common problem in many agencies is that lead generation isn’t a consistent habit. The list of activities that can get in the way of lead generation is vast and stretches from call reluctance, or procrastination, to actual client issues that need attention. Some of the excuses are indeed activities...
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November 19, 2019

A common sales mistake is asking for too much, too soon. Especially in financial services, your sales process has many steps where a prospect needs to make a decision to continue. For instance, a new lead has to make the decision to say yes to talk to you. Then ideally,...
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November 5, 2019

People make mistakes. We all know this. We understand that mistakes happen, yet what does your agency do to protect against it? We like to promote the usefulness of systems. They help to create consistency not just for your clients, but also for your employees and yourself. They are designed...
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October 15, 2019

Improving sales skills is a hot topic in the Financial Services industry. There are hundreds of classes and books around the subject, including our own material, which we recommend. Yet, one of the easiest and simplest ways to improve sales skills is often overlooked. To see the value of it,...
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October 1, 2019

“Would you give your clients access to your bank account?” When we ask clients this, we always get a very strong and sometimes bewildered, “No.” On the surface it looks like a silly question. Money is a resource that in this industry we actively work to protect and maximize. Of...
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September 17, 2019

Since this is Life Insurance Awareness Month we want to spotlight a well-known, but often skipped, technique to improve your sales skills. We are referring to the dreaded "Call Audit" using recorded calls. It’s a technique that many dislike. And while we understand that it can be uncomfortable to listen...
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September 3, 2019

Welcome to Life Insurance Awareness month! When the general public hears “life insurance” they immediately think about the benefits that occur once they’ve passed away, or Death Benefits. What most people, not immersed in the industry, often don't know about - or discuss - are Living Benefits. Both need to...
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August 20, 2019

Is your team reaching its fullest potential? Often when we ask this question, we’re met with some reluctance to answer; and even defensive answers. We hear clarifications such as my team really cares about our clients, or even, they work hard. We understand. The financial services industry can be very...
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