Insights

The opportunity ahead, is for those who retool their business processes. Which clients and customers we engage with is of upmost importance. Those who want a relationship vs. a transaction is far more profitable than ever. It is easier for someone to do business with you if you offer everything in the way of... Service, Advice, and Product...

Every prospective client is a VIP. Treat them as such.
Treat them like your CPA treats you, like your lawyer treats you, and any other true professionals treat you. Invite them in to discuss important matters.
In this podcast, Troy gives an example to Bradley Hamner on the fundamentals of securing an appointment under the right conditions.

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During the height of the pandemic advisors were forced to modify the way they marketed their businesses. Now, forward-thinking advisors are embracing a variety of high-tech solutions even as they revisit the older, tried-and-true strategies. Here are 7 ideas advisors can use to boost their marketing plans as they search for...

Current economic conditions have begun to reach an inflection point. Focusing on agency owner economics must be a priority as you execute moving to a new business model. Failure to recognize changes will lead to stagnate growth or make your business opportunity obsolete. Reset and refocus in 2023!

#BusinessPlanning #Roadmap #FlightPlan...

A relationship-based approach 

TROY KORSGADEN

^{_{WHEN THE GAME CHANGES, CHANGE THE WAY YOU PLAY THE GAME.}}

As consumers, we’re constantly yearning for a better experience from the companies we do business with. We want more variety, faster delivery and an overall smooth buying experience. This is an obvious and incontrovertible truth.

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Relationships are one of the major keys to success in building a successful and sustainable business.
Deepening existing relationships and being intentional on creating new relationships takes dedication.
Blocking time to meet new people will pay immediate dividends. More importantly, it will help you sustain long-term growth.

#Relationships...

Create a learning culture within your organization.
To meet and exceed customer expectations, we must constantly grow through learning and performance. Make service enablement and sales enablement a high priority on your list of 2023 objectives.

#ServiceEnablement #SalesEnablement #LearningAndPerformance #LearningCulture...

As we begin to finalize our 2023 plans and budgets, let’s not forget the importance of execution.
Create a roadmap that includes tactical plans, a systematic process to measure and monitor progress, and accountability.
Strategy is awesome, but without execution it isn’t going to happen.

#StrategyAndExecution #BusinessPlanning...

TK joined Lori Chordas from AM Best, along with Richard Augustyn (Chief Executive Officer, NIP Group) and Geof McKernan (Chief Executive Officer, NSM Insurance Group) for a robust conversation on Specialization.

Click to view or listen:
https://www.ambest.com/video/MediaArchive.aspx?lid=1746678067039637767&vid=6311709363112

#AMBest...

A cycle of continuous improvement is what separates the very best from the average.
Listen carefully in every interaction you have with your company's current customers and prospects. Encourage everyone on your team to get to the bottom of every hesitation, every objection, and every complaint. These are not negatives; They are...