Since 2006, Benchmark Business Group has worked extensively with insurance agents, financial advisors, field leaders and professionals in the financial services industry. Our newsletter Optimal Outcome Insights provides additional value to financial services professionals in short and thought-provoking articles with practical insights. Delivered to your inbox on the 1st and 3rd Tuesday of each month, these insights will challenge you to design your Agency to achieve optimal results. You can sign up here or read published Optimal Outcome Insights below.
The financial services industry is a service-based business, which means service has a way of taking over the business. And we understand. Providing exceptional service is vital to your business. It’s why clients choose to do business with you and why they choose to stay, even when rates increase. There...
Most financial services professionals take great care to provide exceptional service. You make promises to be there for clients if the unimaginable happens. You work to ensure that calls are answered quickly. And most still see the importance of providing clients with face-to-face time. There’s no doubt that you care...
There’s a simple and effective tool that is missing from most agencies. It’s a tool that pulls together all of your marketing efforts and helps you identify gaps and even strengths. The best news? It’s really easy to get started. The tool we have in mind is a simple marketing...
How many no’s does your agency need this year? We’re starting a new year and along with the new year comes new goals. Often times goals are expressed in terms of success. How many accounts do you need? How much premium do you need to write? And it makes sense....
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...
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...
Most financial services professionals have a to-do list that is a mile long. There are clients and prospects to call. Reports to review. Service work to complete. Employees to manage. And, several fires waiting for your attention. The list of what you need to do is rarely short. Today, we...
In the financial services world, there’s a focus on sales numbers. You probably know what numbers you want to hit and most likely have a good understanding of what revenue should be generated by which product line. Most of you probably know the breakdown of those goals by month and...
In the world of financial services cross-selling is a skill that most will easily agree is important, yet isn’t always mastered. The benefits from an agency’s point of view are clear. Clients who have multiple product lines are less likely to leave which increases retention. Lead conversion is easier, and...
In the financial services industry, you’ll hear a lot of objections as to why someone doesn’t have the time to sit down with you or why they are not going with your recommendation. Objections are a part of the industry that you can’t change. Some objections are real. A prospect...
