Since 2006, Benchmark Business Group has worked extensively with insurance agents, financial advisors, field leaders and professionals in the financial services industry. Our newsletter Optimal Outcome Insights provides additional value to financial services professionals in short and thought-provoking articles with practical insights. Delivered to your inbox on the 1st and 3rd Tuesday of each month, these insights will challenge you to design your Agency to achieve optimal results. You can sign up here or read published Optimal Outcome Insights below.
If you don’t find an article to meet a particular need, you can rely on our Business Owner Insights articles, found here. Most Agency owners sign up to have both delivered to their inbox, giving them one article a week to assist them in achieving better results.
As a business owner, do you give yourself permission to be yourself? Many business owners in the financial services industry are told their personalities are a great fit for the position. You may have taken a profile-based assessment such as a DiSC® assessment before becoming an owner. We even built...
It’s a New Year and in the financial services industry this is often when many agencies take a deep breath. The last two months of the year can be hectic with year-end pushes to meet goals, holidays, and time off. Each New Year is an opportunity to reset goals and...
As 2021 wraps up and we look forward to next year, it is a great time to review some of our favorite Insights we shared this year. Whether your agency strategy for 2022 consists of major changes or minor adjustments, we hope these ideas spark inspiration that will lead your...
How well does your team ask powerful questions? Within the financial services industry it’s easy to fall into the trap of becoming an order taker instead of being a trusted advisor. If your team has the right information, they can get your clients quotes and seemingly do a great job,...
What do you do when your to-do list grows faster than your got-it-done list? Every agency handles this differently. Some buckle down and work more hours. Some get behind on goals. Some focus only on goals and get behind on business design. Most get frustrated and start to feel overwhelmed....
There’s still two months to hit your sales goals for this year. And while hitting your goals often means qualifying for trips and more revenue for your business, we also know that based on how contracts are written, NOT hitting certain goals will leave bonuses on the table. This week...
Although most financial services professionals know how important prospecting is, it’s still the activity that gets pushed aside. The reasons for not prospecting vary, but can include service issues, training, focusing on other lines of business, and even procrastination. There’s a simple, but effective way to ensure that your business...
If you want to build a business that provides you dependable results take some advice from the pros. In this case, we mean the Golf Pros. If you want to improve your golf fame the pros will tell you that following through with your swing is critical. The key is...
In many financial service agencies, there’s a belief that the office must be open M-F and often from 8 AM to 5 PM. This makes it difficult to allow the entire team to meet and/or train together. Often training is held in moments that can be scraped together in between...
This week we challenge you to pause and look at your marketing materials. This could be your social media postings, brochures, radio ads, or any other form of marketing that you use. As you look at your marketing consider what message you are sending, but also who you are trying...
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