Benchmark Business Group

Optimal Outcome Insights - Page 5

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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Making Your Team Better

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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Costly Hiring Mistakes

In business, the general rule of thumb is to be slow to hire, because hiring the wrong people can be a costly mistake. In the financial services industry, this is especially true. For most positions, you have to find team members that can do the work, pass the right background...
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Is your sales team thriving?

In the Financial Services industry, the conversation between sales teams and managers is often informal and even casual. We often hear, “We’re a small business, we know what’s happening.” Yet, we find that many financial services professionals are not having the right conversations with their sales team. Yes, they talk...
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Making Time for Practice

If you were coaching a MLB team in the World Series, would you ever ask your team to show up without practicing first? Chances are you answered with a strong no. In the world of sports, game day is a very small portion of how time is spent. The day-to-day...
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Getting to Yes

As a professional in the financial services world, you’ve probably covered and discussed sales many times in your career. We all know it’s important. It’s widely accepted these days that it’s a skill that can - and should be - developed, but where do you start? Whether you’re looking to...
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