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.
Running an insurance agency is a juggling act. You manage client relationships, oversee sales, and ensure your team is firing on all cylinders. And often, it can feel like you don’t have time to meet with your team. Enter what we call UpSideDown meetings, a revolutionary approach that empowers your...
How long does it take you to train a new service associate? A new sales associate? We often ask new clients this very question and hear an array of answers, but the common thread is that it takes a long time to learn enough about this industry to be efficient...
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...
Indiana Jones embarking on a quest for the Ark of the Covenant. Frodo undertaking a journey to destroy the Ring. As challenging as these tasks may be, the quest to find the next great employee in the financial services industry is equally daunting. How does one even begin this quest?...
