Benchmark Business Group

Operations

Articles on the necessary business support activities such as finance, facilities, technology, and employee management that provide a foundation to ensure sales, marketing, and service activities are made possible.  Tailored to financial service advisors, sales associates, and service associates.  Examples: Hiring, Training, New Employee Setup, Payroll, Employee Development, Systems, Commission Structures, etc.

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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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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Using Scripts Effectively

Scripts. Many in the financial services industry hate the idea of using a script. The obstacles that scripts create are real. Agencies are concerned that if they use a script they will: Come across as robotic and not authentic. Miss opportunities by creating too narrow of a focus. Create a...
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Navigating The Hiring Landscape

Working with financial services professionals across the country, one thing we’ve heard a lot lately is that it’s hard to hire. This isn’t exactly news because it’s something that small business owners in many industries are experiencing. There is no sugar coating it. The employee market is difficult, but it...
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Avoid E&O claims

According to the National Ethics Association, one of the top five reasons E&O is paid is because of inadequate business practices. Errors were found because of the lack of knowledge, action that wasn’t taken, poor communication, and inconsistent business practices. When you look at how fast an agency moves and...
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