Benchmark Business Group

Optimal Outcome Insights - Page 1

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.

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To Cross Sell Is To Show You Care

Most professionals within the financial services industry genuinely care about their clients. It’s why they are in the business. Your business probably has checkpoints in place to ensure that your clients receive top-notch service and that nothing drops through the cracks. When you and your team care, if something did...
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Service Will Take Over

The financial services industry is a service-based business, which means service has a way of taking over the business. And we understand. Providing exceptional service is vital to your business. It’s why clients choose to do business with you and why they choose to stay, even when rates increase. There...
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Best Practices for 2021

We’re near the end of a year that no one expected. There have been many surprises, but what has remained steady are the needs of your business. Regardless of what takes place around you, your agency has a need to manage time, develop high performing teams and increase sales. The...
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