Benchmark Business Group

Optimal Outcome Insights

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.

Time For A Reset

January is often a month that can feel like a reset. Many product producer contracts are reset at the beginning of the year and there are new deadlines and goals to work towards and sales for the year start at zero. It’s a fresh slate to start the year. It’s...
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Controlling The Uncontrollable

We often coach our Financial Services clients to understand what they can control and what they can’t control. In every industry there are things outside of your control, but within this industry the elements you can’t control often become excuses that hold you back. There is truth to excuses, but...
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How Do You Know Who Does What?

In the financial services industry, it’s not unusual for teams to have very loosely defined roles. Most team members wear multiple hats and end up taking on tasks because they are good at them or simply because they need to get done. As the agency grows, there is often confusion...
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Why Life Insurance

We recently found this old matchbook advertising Life Insurance, which is ironic on its own. But it got us thinking about selling life insurance. It’s a product that has been on the market a long time. And yet we still see advisors making similar mistakes when it comes to how...
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