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.
Valentine's Day. A time for hearts, flowers, and…financial planning? While it might not seem like the most natural connection, this holiday offers a unique opportunity for financial professionals to connect with clients and prospects on a deeper level, emphasizing the importance of love, legacy, and financial security. This isn't about...
Do you have a goal to significantly increase your life insurance sales this year? If so, the time to get started is now. Many financial services professionals experience a cyclical approach to life insurance sales, with a heavy push often occurring in the fourth quarter to meet year-end goals. However,...
With the start of a new year, it's tempting to take your annual goals and divide them by 12 to get your monthly targets. However, this approach rarely reflects reality. Each month there will be different demands on you and your team’s time. There are months when multiple conferences or...
Running an insurance agency is a juggling act. You manage client relationships, oversee sales, and ensure your team is firing on all cylinders. And often, it can feel like you don’t have time to meet with your team. Enter what we call UpSideDown meetings, a revolutionary approach that empowers your...
With rates increasing, client retention is top-of-mind in the Financial Services industry. Rate increases can feel like you’re fighting a long battle. You may even feel the need to pull back, to cut staff and reduce resources. And sometimes that is necessary, but first there are elements that you can...
How long does it take you to train a new service associate? A new sales associate? We often ask new clients this very question and hear an array of answers, but the common thread is that it takes a long time to learn enough about this industry to be efficient...
In the fast-paced world of financial services, time is a precious commodity. Many professionals find themselves overwhelmed by a constant stream of tasks, leaving little room for core activities. However, even short bursts of time can be harnessed to drive significant results. It’s why we created Prospecting in 15, a...
As a financial services professional, maximizing your contract is paramount to your financial success. While many agents focus on acquiring new clients, a significant amount of earning potential often lies within your existing contract. By understanding your contract's intricacies and taking proactive steps, you can increase your income without necessarily...
Are you looking to increase your team's life insurance sales? Many financial services professionals face the challenge that cross-selling is outside the comfort zone of their service teams. We often hear service associates express frustrations because they don’t know what to say and they don’t feel as knowledgeable in the...
We believe that financial services providers have a fundamental obligation to their clients: to protect their financial future. This includes identifying risks and opportunities and offering appropriate solutions. You might call this “cross-selling,” but in Optimal Outcome we call this approach "Service Through Selling." The difference is the mindset your...
