http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/rss/2018 Benchmark Business Group en-US Wed, 11 Nov 2026 16:42:20 +0000 Wed, 11 Nov 2026 16:42:20 +0000 Copyright 2026 Benchmark Business Group. All rights reserved. postmaster@globalreach.com (Benchmark Business Group) postmaster@globalreach.com (Benchmark Business Group) Global Reach News Aggregator v0.96 http://blogs.law.harvard.edu/tech/rss 60 http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/get-comfortable-with-uncomfortable http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/get-comfortable-with-uncomfortable Mon, 31 Dec 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div> <div> <div style="color: #000000;"><span style="font-size:11pt"><strong>Have you ever had a stranger fall asleep on your shoulder during a flight?</strong></span><br /> &nbsp; </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/connect-to-the-why http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/connect-to-the-why Tue, 04 Dec 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div> <div> <div style="color: #000000;"><span style="font-size:11pt">The power of your WHY drives all your decisions. It is the </span><strong style="font-size:11pt">heart, soul, desire and passion</strong><span style="font-size:11pt"> you have to achieve something through your business and life. Your WHY provides the inspiration to take action to realize results.</span> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-too-busy-for-head-start http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-too-busy-for-head-start Tue, 20 Nov 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div style="color: #0067ac;"> <div style="color: #000000;"><span style="font-size:11pt">At the beginning of this year we talked about how&nbsp;<a href="/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/is-lead-generation-silent" linktype="1" shape="rect" style="color: #0067ac; text-decoration: underline;" target="_blank" track="on">lead generation can be a silent killer</a> in your business</span><span style="font-size:11pt">. This is a reminder.&nbsp;</span><br /> <br /> <span style="font-size:11pt">We know it&#39;s a busy time.&nbsp;</span><span style="font-size:11pt">You&#39;re still trying to reach goals for this year. And, as a business owner, you have end of the year items to wrap up. Of course, there&#39;s also a need for personal time with family and friends for the holidays.</span> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/i-always-follow-through--leadership http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/i-always-follow-through--leadership Tue, 06 Nov 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div style="color: #0067ac;"> <div style="color: #000000;"><span style="font-size:11pt">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.</span><br /> &nbsp; </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/what-you-say-may-hurt-your-business--leadership http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/what-you-say-may-hurt-your-business--leadership Tue, 16 Oct 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div style="color: #0067ac;"><span style="color:#000000; font-size:11pt">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.</span> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/the-right-people-holding-the-right-meetings---consistently http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/the-right-people-holding-the-right-meetings---consistently Tue, 02 Oct 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div><span>Financial Services Professionals are not having the right conversations, with the right team members, at the right times. In fact, most Financial Services Professionals don&#39;t hold regular meetings of any kind with their team.</span> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/keep-the-momentum-going-all-year http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/keep-the-momentum-going-all-year Tue, 18 Sep 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"><span>Do most of your sales happen in the 4th quarter? If so, you are not alone. In fact, most financial services professionals have their biggest revenue-generating months in the last quarter. And, several agents and advisors have the majority of their <u style="text-decoration:underline">annual</u> revenue generated in these last months.&nbsp;</span><br /> &nbsp; </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/promise-based-selling http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/promise-based-selling Tue, 04 Sep 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div><span>Before a prospect becomes a client your business makes a promise to them. In some businesses that promise is implied in the sales process. Preferably, it&#39;s clearly stated and used as part of the sales process.</span> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/the-flow-of-money http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/the-flow-of-money Tue, 21 Aug 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div> <div> <div><span>In the financial services industry, the focus is often on where the next sale is coming from without taking a step back to look at the big picture.</span> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-asking-for-it-the-close-that-is http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-asking-for-it-the-close-that-is Tue, 07 Aug 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div> <div><span>When it comes to the closing appointment with a prospect, asking for the sale is a key element. This may seem obvious; however, too often asking for the sale doesn&#39;t happen.</span><br /> &nbsp; </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/agen-duhs http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/agen-duhs Tue, 17 Jul 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div> <div> <div><span>There&#39;s a secret tool that many successful financial services professionals use with every step of their sales process.</span><br /> &nbsp; </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/how-independent-is-your-team http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/how-independent-is-your-team Tue, 03 Jul 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div><span>Take a moment and think what would happen if, for some reason, you weren&#39;t able to work for the next three weeks.&nbsp;</span> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/when-systems-work http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/when-systems-work Tue, 19 Jun 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div>Most small businesses pride themselves on customer service. In fact, when we talk to most financial services professionals they note that exceptional customer service is one element that sets their business apart from the competition. </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/why-you-dont-hire http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/why-you-dont-hire Tue, 05 Jun 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; width:100%"> <tbody> <tr> <td> <div align="left"> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div>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&#39;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. </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/do-you-have-a-winning-team http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/do-you-have-a-winning-team Tue, 15 May 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div>In a little less than a month, winning baseball teams from across the states will be participating in the College World Series. As we watched the teams compete for their spot, we began to think about the structures in baseball that allow teams to excel. In doing so, we identified six structures that financial service industries need to allow their teams to excel. </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/is-your-training-designed-to-fail http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/is-your-training-designed-to-fail Tue, 01 May 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div><span style="font-size:11pt">In most financial services businesses, training consists of information on products and services and the advice to watch and copy the experts; do what I do and you&#39;ll be fine.&nbsp;</span><span style="font-size:11pt">Most new&nbsp;</span><span style="font-size:11pt">employees are put in a sink or swim scenario.<br /> <br /> <span style="font-size:11pt">Experience is the best teacher, right? Yes and no. Experience is vital in the learning process, but the type of experience will make a world of difference.</span></span><br /> &nbsp; </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/transitioning-sales-to-service http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/transitioning-sales-to-service Tue, 17 Apr 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; width:100%"> <tbody> <tr> <td> <div> <div> <div align="left"> <div> <div> <div> <div> <div> <div style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;">How much energy and momentum is in your transition from sales to service? The client transition from sales to service should be a seamless experience for your client, and an energizing one for your team. If the transition isn&#39;t well designed, clients can feel lost in the shuffle and your team will likely be inefficient.<br /> &nbsp; </div> </div> </div> </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/two-prospecting-essentials http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/two-prospecting-essentials Tue, 03 Apr 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div align="left" style="text-align: left;"> <div style="margin-bottom: .0001pt; line-height: normal;"> <div style="font-size: 11pt;">Prospecting is key to having a robust pipeline and steady cash flow. However, many financial service professionals struggle with this fundamental activity and end up with a pipeline of peaks and valleys. <span style="color:#72afb6"><strong>The good news is you can level out your peaks and valleys</strong></span> by mastering two essential skills for engaging prospects and getting qualified prospects to say yes to an initial meeting.<br /> &nbsp; </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/when-service-becomes-sales http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/when-service-becomes-sales Tue, 20 Mar 2018 05:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div> <div align="left" style="text-align: left;"> <div> <div style="margin-bottom: .0001pt; line-height: normal;"> <div>Who&#39;s on your sales team? In the financial services industry, <span style="color:#72afb6"><strong>every member of your team should be considered a part of your sales team.</strong></span> It doesn&#39;t matter what position they hold within your business, everyone should be <em>listening for and taking action</em> on sales opportunities.<br /> &nbsp; </div> </div> </div> </div> </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/blocks-of-success http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/blocks-of-success Tue, 06 Mar 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div> <div><span style="font-size:12.0pt; line-height:107%">Time management is rarely a favorite topic, but there is a reason it&#39;s discussed so often. It is the foundation of success. Do you know the difference between a high-producing agent/advisor and others?</span><br /> &nbsp; </div> <div><span style="font-size:12.0pt; line-height:107%">It&#39;s not the amount of time that they have. We all have the same amount of time. Their success is in how they design the use of their time. Designing time isn&#39;t just about being more productive or simply working harder.<br /> <br /> When you design your time, you intentionally dedicate blocks of time to the work that grows your business. </span> </div> <div><br /> &nbsp; </div> </div> </td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/a-new-view-on-reviews http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/a-new-view-on-reviews Tue, 20 Feb 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;">Client reviews take place, at some level, in most financial services businesses. <strong>They have become ingrained in the industry as something your business must do to fulfill your promise to clients, to meet fiduciary obligations, and to increase sales.</strong> Yet, as we talk with hundreds of financial service professionals what we noticed is that though reviews are accepted as a necessary element, many financial services professionals don&#39;t have a well-designed review process to ensure that reviews are successful sales tools.</td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/do-you-owe-your-business http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/do-you-owe-your-business Tue, 06 Feb 2018 06:00:00 +0000 <p>Does your business pay you for the work you do?&nbsp;<strong>Or do you owe your business?</strong><br /> <br /> The answer is directly correlated to how your time is used. It&rsquo;s the difference between doing work that is valued at $15 an hour rather than work that&rsquo;s valued at $100 an hour. If your day consists of making changes to a client&rsquo;s policy; or, calling a client back who wants to reschedule their appointment; or, talking to an underwriter about a new application; you may owe your business (even if you only do this type of work for a few or your&nbsp;<em>best</em>&nbsp;clients)!</p> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/is-lead-generation-silent http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/is-lead-generation-silent Tue, 16 Jan 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"><span>There&#39;s no secret that lead generation is a vital part of any financial services business. Yet, it can easily be a silent killer. Why? Because often there&#39;s no automatic alert to tell you when lead generation is slipping.</span></td> </tr> </tbody> </table> http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-ready--optimal-outcome http://www.benchmarkbusinessgroup.com/business-coaching-and-consulting/insurance-financial-advisor-coaching/optimal-outcome-insights/are-you-ready--optimal-outcome Tue, 02 Jan 2018 06:00:00 +0000 <table border="0" class="ArticleBG1 BlockMargin" id="textEdit" style="color:#000000; display:table; width:100%"> <tbody> <tr> <td style="font-family: Verdana, Geneva, Arial, Helvetica, sans-serif; font-size: 11pt;"> <div style="font-size: 10pt;">Would you rather your clients start over with their financial planning each calendar year?<br /> &nbsp; </div> <div align="center" style="text-align: center; font-size: 10pt;">or&nbsp; </div> <div style="font-size: 10pt;"> <div>Would you rather they sit down with you and&nbsp;<strong style="font-size:10pt">DESIGN</strong><span style="font-size:10pt"> a lifelong plan?&nbsp;</span><span style="font-size:10pt">&nbsp;</span> </div> </div> </td> </tr> </tbody> </table>