Summer is here and it often comes with a noticeable shift in an agency’s rhythm. Your team is likely taking well-earned vacations. Clients are harder to pin down for meetings. And if you’ve noticed your new leads have slowed, you’re not alone. Many Agencies experience a summer slump in prospecting...
Here in our region, a recent five-day onslaught of supercell warnings served as an important reminder of how quickly the unexpected can happen. There were multiple warnings with crucial safety advice: seek shelter in basements, have flashlights ready, and stay informed. While vital, this highlights a missed opportunity for many...
How do you truly gauge the vitality of your Financial Services agency? Beyond the obvious revenue figures and client counts, what subtle yet powerful indicators reveal whether your business is genuinely flourishing or subtly signaling potential headwinds? Your Key Performance Indicators (KPIs) are the vital signs of your agency, offering...
In the fast-paced world of insurance, juggling client needs, service requests, quotes, and workflows means mental shortcuts are inevitable and allow us to make quick judgments and solve problems efficiently, reducing the need for extensive analysis and calculations. But the shortcut of assuming – accepting something as true without proof...
When we ask our clients or prospects, "Is your team truly operating at its maximum capacity?" it's understandable to encounter hesitation, even defensiveness. We often hear assurances like, "Our team is deeply committed to our clients," or "They consistently put in the effort." We recognize the demanding nature of the...
Do you dream of consistent, reliable prospecting sources? You're not alone. Many Financial Services agencies grasp the importance of these relationships, but falter when it comes to the execution. Why? Because prospecting sources, like any valuable relationship, demand consistent attention. They need to be nurtured, invested in, and treated with...
As a financial services agency owner, your team's performance directly impacts your bottom line. Yet, traditional annual performance reviews often fall short, leaving both you and your employees feeling frustrated and underwhelmed. The Problem with Traditional Reviews: Infrequent Feedback: Once-a-year reviews are too late to address issues or capitalize on...
Training in the financial services industry can be a minefield. Too often, well-intentioned leaders fall into two unproductive traps that lead to high turnover, low productivity, and a frustrating hiring cycle. These two pitfalls make onboarding a new team member an unpleasant and costly experience. Are you guilty of either...
Valentine's Day. A time for hearts, flowers, and…financial planning? While it might not seem like the most natural connection, this holiday offers a unique opportunity for financial professionals to connect with clients and prospects on a deeper level, emphasizing the importance of love, legacy, and financial security. This isn't about...
Do you have a goal to significantly increase your life insurance sales this year? If so, the time to get started is now. Many financial services professionals experience a cyclical approach to life insurance sales, with a heavy push often occurring in the fourth quarter to meet year-end goals. However,...
