Benchmark Business Group

Optimal Outcome Insights - 2023 Archive

Employee Clarity = Success

Dwight D. Eisenhower once famously said: "You do not lead by hitting people over the head - that's assault, not leadership." For financial service professionals, fostering an environment of success is a cornerstone of effective leadership. In our extensive engagements with financial service businesses, a common grievance surfaces: the challenge...
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How Do You Get Your $hi! Done?

In the fast-paced world of financial services, efficient task management is a crucial skill. It's all too easy to forget important tasks when they come at you from a variety of sources: emails, phone calls, text messages, and your home office. The key to staying on top of your workload...
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Get Creative With Your Prospecting

Prospecting is vital to the success of a financial services agency. Finding and nurturing potential clients is a continuous journey that requires creativity and adaptability. If you're a financial service professional looking to revamp your prospecting efforts, here are five ideas to consider: 1. Leverage Your Existing Network Do you...
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Turn Your Meetings UpSideDown

How often do you meet with your team members? In the financial services industry, it’s not unusual for leaders to skip meetings with their team. We hear excuses such as we’re too busy to meet, or a client called or we talk every day, leading to internal meetings being scheduled...
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