As 2021 wraps up and we look forward to next year, it is a great time to review some of our favorite Insights we shared this year. Whether your agency strategy for 2022 consists of major changes or minor adjustments, we hope these ideas spark inspiration that will lead your...
How well does your team ask powerful questions? Within the financial services industry it’s easy to fall into the trap of becoming an order taker instead of being a trusted advisor. If your team has the right information, they can get your clients quotes and seemingly do a great job,...
What do you do when your to-do list grows faster than your got-it-done list? Every agency handles this differently. Some buckle down and work more hours. Some get behind on goals. Some focus only on goals and get behind on business design. Most get frustrated and start to feel overwhelmed....
There’s still two months to hit your sales goals for this year. And while hitting your goals often means qualifying for trips and more revenue for your business, we also know that based on how contracts are written, NOT hitting certain goals will leave bonuses on the table. This week...
Although most financial services professionals know how important prospecting is, it’s still the activity that gets pushed aside. The reasons for not prospecting vary, but can include service issues, training, focusing on other lines of business, and even procrastination. There’s a simple, but effective way to ensure that your business...
If you want to build a business that provides you dependable results take some advice from the pros. In this case, we mean the Golf Pros. If you want to improve your golf fame the pros will tell you that following through with your swing is critical. The key is...
In many financial service agencies, there’s a belief that the office must be open M-F and often from 8 AM to 5 PM. This makes it difficult to allow the entire team to meet and/or train together. Often training is held in moments that can be scraped together in between...
This week we challenge you to pause and look at your marketing materials. This could be your social media postings, brochures, radio ads, or any other form of marketing that you use. As you look at your marketing consider what message you are sending, but also who you are trying...
How curious is your team? In the financial services industry, it pays to be curious. When your team is curious it creates opportunities to better understand the needs of your clients. This leads to more sales, but also better service. By asking more questions and taking the time to...
When we talk to Financial Services professionals one area of pain that we hear about is managing tasks that need to be followed up with after a client or prospect meeting. There are follow-up tasks that the agent needs to do, tasks that the client or prospect has committed to...
