Benchmark Business Group

Optimal Outcome Insights - Page 6

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.

New Year, Proven Process

It’s a New Year and in the financial services industry this is often when many agencies take a deep breath. The last two months of the year can be hectic with year-end pushes to meet goals, holidays, and time off. Each New Year is an opportunity to reset goals and...
Read More about New Year, Proven Process

Asking Powerful Questions

How well does your team ask powerful questions? Within the financial services industry it’s easy to fall into the trap of becoming an order taker instead of being a trusted advisor. If your team has the right information, they can get your clients quotes and seemingly do a great job,...
Read More about Asking Powerful Questions

Block Your Time For Prospecting

Although most financial services professionals know how important prospecting is, it’s still the activity that gets pushed aside. The reasons for not prospecting vary, but can include service issues, training, focusing on other lines of business, and even procrastination. There’s a simple, but effective way to ensure that your business...
Read More about Block Your Time For Prospecting

Follow Through Consistently

If you want to build a business that provides you dependable results take some advice from the pros. In this case, we mean the Golf Pros. If you want to improve your golf fame the pros will tell you that following through with your swing is critical. The key is...
Read More about Follow Through Consistently

Invest In Your Team

In many financial service agencies, there’s a belief that the office must be open M-F and often from 8 AM to 5 PM. This makes it difficult to allow the entire team to meet and/or train together. Often training is held in moments that can be scraped together in between...
Read More about Invest In Your Team

Curiosity Leads To Success

How curious is your team? In the financial services industry, it pays to be curious. When your team is curious it creates opportunities to better understand the needs of your clients. This leads to more sales, but also better service.  By asking more questions and taking the time to...
Read More about Curiosity Leads To Success
of 15
Showing 51-60 of 142
© 2024 Benchmark Business Group. All rights reserved.