Leadership

When the conversation turns into a venting session A team member approaches you and is unloading about a billing dispute, an underwriting decline, or a company’s turnaround time. Sound familiar? Frustration is human. It happens in every agency. The question isn’t whether it shows up, it’s whether you let it...

Golf pros will tell you following through with your swing is critical. The key is to do it consistently so your game can be more dependable. When you take this advice and apply it to your financial services business, it still has the same message: consistently follow through to have...

Training new employees often takes a lot of time. We hear many advisors say that training a service associate can take a year or sometimes even as many as two years. And we understand, it’s a complicated industry. You have a lot of products and services, many different software programs...

In any financial services agency, the ability to delegate is vital. Delegating tasks makes your business scalable. If you feel you must handle all tasks on your own, your business can’t grow past your own capacity. Delegating also helps avoid burnout. If you try to handle it all on your...

Have you ever had a stranger fall asleep on your shoulder during a flight?

Golf pros will tell you following through with your swing is critical. The key is to do it consistently so your game can be more dependable.

As a baby, we learn how to say words, form sentences, and start to learn how grammar works. As we mature, we begin to understand how to use words to motivate and persuade others.