Insights

Position Yourself To Win By Showing Up

Jun 23, 2022
 

Position yourself to win by showing up under the right conditions.
The right conditions are:

  1. Your customers and prospective customers know exactly why they are meeting with you.
  2. Your customers and prospective customers need & desire the Service/Advice/Product Solutions you have to offer.

Of course there might be other factors to consider....

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Block Time For Mentoring and Coaching Your Team

Jun 22, 2022

Do you take time to help your team meet their individual goals and not just current promotions?
There are strategic benefits for executives and field leaders to constantly assess their teams.
Determine which team members would benefit most from 1-on-1 mentoring and coaching.
Determine which team members would benefit more from group coaching.
Next...

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Business Growth and Profit

Jun 21, 2022
 

Reghan Brandt and Troy discuss Business Growth & Profits on The Insurance Chatter podcast.
It all boils down to the advisor using the new tools available to meet the customer on their terms. Not ours!
In this clip from the podcast, Troy explains "this is the greatest time to be in our business!"
If you put the customer first... not the money...

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High-Performance Teams

Jun 09, 2022
 

Get the most out of your payroll. People are the most underutilized asset in most businesses. Recruiting and onboarding the right people will improve your profitability. There are 3 steps in building a high-performance team:

  1.  Power Recruiting
  2. Intense Selection
  3. High-Impact Training

#Recruiting...

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Looking For Write-Ons

Jun 06, 2022
 

In this virtual talk, Troy speaks about the need to make a profit in business. Every person that receives a check in the organization must be a profit center. If you are not a profit center, you are an expense (a cost center). As business owners we often get asked to make donations. We give a lot! However, we don't do it for write-offs. We do it...

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Field Leaders Make A Difference

May 16, 2022

When I first started my career as an agency owner back in 1983, I was young and eager, but didn’t have a lot of industry knowledge. Fresh out of career school, I was fortunate to have had a District Manager who took me under his wing. He was a mentor, a friend, a coach, a cheerleader, and, when needed, an authoritarian. I can say, without...

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FINSECA Create A Learning Culture

Feb 12, 2021

To book a live presentation email: [email protected]

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Simple Strategies For Creating a Great Customer Experience

Dec 19, 2019

Today, the customer is in control. We can no longer compete on price. This means we must learn how to give unrivaled customer service, along with a memorable and meaningful customer experience.

Stand out from the competition, whatever it takes.

As our industry continues to transform and new purchasing platforms arise, we must learn how to stand...

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