Benchmark Business Group

Business Strategy

Insights for Financial Advisors on The strategic thought process, planning, and company policies that drive all other areas of business operations such as: Business Strategy, Vision, Company Culture, Job Descriptions, Wage/Commission Strategies, Policies, Benefits, Systems Strategy, Financial Reports, and Growth Strategies. 

Do You Ask For Referrals?

Most financial professionals know that it’s important to ask for referrals, and yet many don’t. Why? Because they dread it. They don’t want to be known as a pushy or aggressive salesperson, so they simply don’t ask. It's this type of flawed thinking that stands in the way of getting...
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Time For A Reset

January is often a month that can feel like a reset. Many product producer contracts are reset at the beginning of the year and there are new deadlines and goals to work towards and sales for the year start at zero. It’s a fresh slate to start the year. It’s...
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Controlling The Uncontrollable

We often coach our Financial Services clients to understand what they can control and what they can’t control. In every industry there are things outside of your control, but within this industry the elements you can’t control often become excuses that hold you back. There is truth to excuses, but...
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