Insights

Segment existing relationships and new prospects. Ideal customers want and need the products and services you offer. Do not waste time with people who do not fit your business model.

"Birds of a feather, flock together."
Example... segments might include, hospitality, doctors, CPA's, etc.
Spend time defining your market and position yourself as a...

Small business owners must have a robust recruiting strategy to compete in today's competitive marketplace. To grow your team, focus on the fundamentals with relentless execution.
Today's top recruits are usually not the one's to answer ads or message boards. They must be "found and recruited." If you are looking for a treasure... you...

Successful leaders are always upping their game.
To attract a high-caliber recruit to your team, you must be high-caliber. We must work harder improving our own skills to attract someone with the skills needed to serve our customers now and in the future. Never stop growing and never stop learning!
In this video short, TK discusses recruiting and...

It is hard to believe that we are already 8 months in to the year!
We should all be gearing up for the beginning of the planning season in October. Leaders are already thinking about budgets for 2023. We should all be focusing on ending 2022 strong and preparing our strategies to grow our businesses.
Helping your discussion partner advisors...

Insurance and financial services has become really exciting. There are some real "outer space stuff going on". New technology and the focus on the consumer have changed everything. In this 2 minute Culture Matters podcast clip, Jay and TK talk about how the pendulum has swung from company control to consumer control. Exciting to be a part of...

All businesses are facing headwinds. We must stand up new capabilities, new processes, and new communication strategies. Do not be afraid to try something new. The time to take action is now. RIGHT NOW! Do not be unrealistic about immediate success- Rome was not built in a day. The key is to start, remain consistent, and immediately get...

The Culture Matters Podcast with Jay Doran and Troy Korsgaden has just been released. In this short clip Troy talks about how there has been a huge shift in the insurance and financial services industry.

Listen to full Podcast Here
#InflectionPoint #CustomerFocus #Culture

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Consumers today still want a local experience when purchasing insurance and financial services. However, they have a higher expectation for service and sales interactions than they had in the past. They have an expectation that we will provide local service and advice teamed up with digital, call centers, and other technologies that are seamless...

The Insurance Guys podcast featuring Troy Korsgaden dropped yesterday. This 2 minute clip is from an hour long conversation covering a number of subjects. The subject of service and triaging customers to meet their needs is a great strategy to stand up in your business.

 For the full audio podcast: ...

Take advantage of all the disruption in the world today.To build a stronger business opportunity, we must put the customer first in everything we do. Our primary interactions with customers are in service and sales. Putting the customer first, we do not need to think about commissions. The revenue will come!Increase your knowledge on customer...