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. 

Best Practices for 2021

We’re near the end of a year that no one expected. There have been many surprises, but what has remained steady are the needs of your business. Regardless of what takes place around you, your agency has a need to manage time, develop high performing teams and increase sales. The...
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Are You Set Up For Success?

You’ve got your goals for the year in front of you. You’re motivated and ready to take your business to the next level. What’s your next step? Are you set up to succeed? There’s a simple and easy exercise that you can complete, right now, that will allow you to...
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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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Why You Don't Hire

It happens over and over again; when a financial services professional adds an employee to their business, it creates growth and increases revenue in more ways than they initially thought. So then, why do so many financial services professionals delay in hiring? It boils down to three barriers: not enough time, too much money, and it's hard to find the right people. Overcoming these barriers requires a combination of seeing beyond them and having a strategy to leverage good people to achieve the desired results.
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