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 | |
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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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August 6, 2019 |
Most financial services professionals don’t want to come across as pushy or even aggressive. This leads to very laid back and sometimes even passive sales techniques. The problem with a passive sales technique isn’t just that sales are left on the table. The problem is that prospects and clients have...
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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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