Benchmark Business Group

Optimal Outcome Insights - Page 6

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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The Best Way to Reward Your Team

Financial services businesses often struggle to compete with salaries or benefits that other businesses provide. But, they also want to recruit, reward and retain top talent. So how does a small financial services business compete to make a compelling offer and a workplace that is hard to leave? There are...
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Your Prospecting Solution

It’s a new year with new sales goals to reach. Meaning, it’s the perfect time to shine a light on prospecting in your business. Prospecting is a vital activity, yet it’s one of the easiest activities to push aside. As your business grows, so do the demands on your time....
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Connect to the Why

The power of your WHY drives all your decisions. It is the heart, soul, desire and passion you have to achieve something through your business and life. Your WHY provides the inspiration to take action to realize results.
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Keep the Momentum Going All Year

Do most of your sales happen in the 4th quarter? If so, you are not alone. In fact, most financial services professionals have their biggest revenue-generating months in the last quarter. And, several agents and advisors have the majority of their annual revenue generated in these last months. 
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