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 the departure of one key person for a two-week vacation causes your agency’s gears to grind, you aren't facing a lack of talent. You are facing a flaw in design. Most Agency owners don't intentionally design their Agency to have this fragility; it happens by accident. You take a...
The average person has 150 people in their social circle. How many of them know your name? Most Agencies fall into one of two camps. They either skip asking for referrals at all, or they take a passive approach such as handing over a business card with the hope that...
In any agency, the team members answering the phones carry more responsibility than they may realize. While we often focus on service and client experience, your front line is actually protecting your agency’s most valuable asset: time. High-quality service requires focused blocks of time. When hours are spent in the...
We’ve all been there. You give your AI a simple instruction: Fix the typo in paragraph two, but don’t change the tone. It hands you back a sterilized, robotic version of your original thought. Even worse? It validates a marketing strategy you know is a reach, simply because it’s programmed...
People buy solutions for problems they have, but they often rely on emotions to make the final decision. They like to say they use logic, and to some degree logical elements such as budget play a role in their decision making. Yet if you think of all the brands out...
By: Gerry Herbison, Optimal Outcome Coach Advisors often serve hundreds of customers. Keeping track of relationships can become overwhelming. Emails get buried and follow-ups fall through the cracks. Team members need to access the same files at the same time, and it’s hard to assist a client if the person...
Client touches are any point of contact that reminds a client you are actively paying attention to them and their life. A review meeting, a team update, a handwritten note, all serve the same purpose. They reinforce trust and keep your Agency top of mind. The challenge is that what...
Busy Is Not the Same as Growing. Your Dashboard Proves It. It is easy to confuse motion with progress. You answer emails all day. You sit in meetings. You update client files. You stay late and leave tired. Yet somehow the agency does not feel like it is moving forward....
Inspired Teams Do Not Work Harder. They Act With Purpose. This year, stop asking your team to work harder. Effort is rarely the issue. Most advisors are surrounded by activity. Phones are answered. Tasks are completed. Problems are solved. And yet growth still feels fragile, because everything continues to run...
As we wrap up this year, we want to pause and sincerely thank you. Your world moves fast. You are pulled in multiple directions every day, and turning good ideas into real progress is never easy. What sets you apart is that you show up every day ready to do...
