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.
Imagine this scenario: A client is waiting in your office for an appointment. You know what you want to say and the products you want to discuss with them because the last time you met, you identified a huge risk in their financial portfolio. You're ready, but you also know...
Your schedule is a whirlwind of client meetings, policy reviews, and administrative tasks. With so much on your plate, finding a large, uninterrupted block of time for prospecting can feel impossible. And when prospecting feels impossible, it often gets moved to the back of your priority list. Prospecting is unique...
In the financial services industry, the scoreboard is brutally clear. You live and die by the numbers: policies sold, premiums written, units at risk, assets gathered. Your monthly and quarterly goals are likely a constant reminder of the target. This clarity is essential for driving business, but it harbors a...
As an advisor, you're no stranger to "X-dates"—those future points on your calendar for prospect follow-ups. Whether tied to renewals, seasonal shifts, or a prospect’s return from vacation, these dates can stretch from next week to next year. But here's the uncomfortable truth: the vast expanse of time between today...
For financial services professionals, the initial sale is just the beginning. The true foundation of a thriving Agency isn't built on one-off transactions, but on long-term client relationships. And at the heart of these relationships lies the often-underestimated annual client review. This isn't just a routine check-in; it's your most...
Want more great clients? It's not just luck, it's about making it easy for your current clients to introduce you to their friends and family. This quick guide gives you a simple, step-by-step way to increase your referrals. 1: Easy Meetings, Smart Setup Make your client meetings a starting...
Summer is here and it often comes with a noticeable shift in an agency’s rhythm. Your team is likely taking well-earned vacations. Clients are harder to pin down for meetings. And if you’ve noticed your new leads have slowed, you’re not alone. Many Agencies experience a summer slump in prospecting...
Here in our region, a recent five-day onslaught of supercell warnings served as an important reminder of how quickly the unexpected can happen. There were multiple warnings with crucial safety advice: seek shelter in basements, have flashlights ready, and stay informed. While vital, this highlights a missed opportunity for many...
How do you truly gauge the vitality of your Financial Services agency? Beyond the obvious revenue figures and client counts, what subtle yet powerful indicators reveal whether your business is genuinely flourishing or subtly signaling potential headwinds? Your Key Performance Indicators (KPIs) are the vital signs of your agency, offering...
In the fast-paced world of insurance, juggling client needs, service requests, quotes, and workflows means mental shortcuts are inevitable and allow us to make quick judgments and solve problems efficiently, reducing the need for extensive analysis and calculations. But the shortcut of assuming – accepting something as true without proof...
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