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.
If you were coaching a MLB team in the World Series, would you ever ask your team to show up without practicing first? Chances are you answered with a strong no. In the world of sports, game day is a very small portion of how time is spent. The day-to-day...
As a professional in the financial services world, you’ve probably covered and discussed sales many times in your career. We all know it’s important. It’s widely accepted these days that it’s a skill that can - and should be - developed, but where do you start? Whether you’re looking to...
How many leads do your prospecting sources send your way each month? If you’re like most agencies the answer is not enough. Most would welcome new leads and new business, especially if they come from a recommendation. Yet, most agencies are not set up to create and nurture successful prospecting...
Do you have an entrepreneur mindset? In its simplest form, you - the financial services professional - are an entrepreneur. You took the risk to own your own business, answer to limited authority and make your own decisions. Not to rely on a paycheck, but to be paid for the...
Mistakes will always happen. And when those mistakes happen, there is an expectation your team will step in and fix the mistake. To “Take the H.E.A.T.” and make sure that customers are heard and action to correct the mistake is taken.
Financial services businesses often struggle to compete with salaries or benefits that other businesses provide. But, they also want to recruit, reward and retain top talent. So how does a small financial services business compete to make a compelling offer and a workplace that is hard to leave? There are...
It’s a new year with new sales goals to reach. Meaning, it’s the perfect time to shine a light on prospecting in your business. Prospecting is a vital activity, yet it’s one of the easiest activities to push aside. As your business grows, so do the demands on your time. It’s not...
The power of your WHY drives all your decisions. It is the heart, soul, desire and passion you have to achieve something through your business and life. Your WHY provides the inspiration to take action to realize results.
We know it's a busy time. You'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's also a need for personal time with family and friends for the holidays.
Benchmark Business Group, LLC
