Insights

If you’re in a leadership position, your personal involvement is imperative to the growth and advancement of your team. Remember, your team is only as strong as its weakest link. Do not allow yourself to fall into a “status quo” mentality. I’ve seen too many great leaders get faked out by becoming too accustomed to their...

The insurance industry is in need of top talent. There has never been a better time to be in our business to attract 'A' Players. What used to be a boring and stodgy business, is now exciting and cutting edge. We should be attracting and recruiting spectacular people at every level! Whether at a carrier level or an agency firm, we need to...

It’s no secret that the financial security profession is aging. We’ve been talking about the graying of the profession for years amid our struggle to attract new blood. Now, with the onset of the “great resignation,” we may be reaching a critical point.

The Pew Research Center reports that nearly 30 million baby boomers...

Today's customers are more informed, but still want a discussion partner. There is too much information to consider. For that reason, thoughtful people want an Advisor who will give them the human touch.
Advisors are not going away... they will be bigger and stronger!
In this short video, Troy talks to The Culture Matters, Jay Doran, about...

Revenue drives business growth. Long-term revenue is achieved by putting the customer first in everything we do.
The insurance marketplace is going through a tsunami of transformation. Market leaders of the future will develop products and service offerings as solutions to the customer's needs.

#OpenPlatformProductSolutions #ProductsAndServices...

Agency Business Owners, Team Members, and Carrier Employees should constantly be updating scripts. Continuous improvement should be the goal for all customer interactions. Have a script for in-person, over the phone, or virtual. The objectives should be the same. In this one minute video short clip, TK talks about the importance of roleplay.

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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...

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...

To be successful at business development, you must be consistent. We train business owners, executives, and industry field leaders to tag business development onto other required daily activities. This encourages consistency and makes business development a daily habit. In this video clip, TK shares the four opportunities we all have each day to...

Conversations are simply opportunities to deepen the client relationship

Inflation, rising prices, and supply chain disruptions have become a dominant theme in 2022, and the insurance and financial services industry has not been immune to their effects. Many carriers are encountering higher costs to replace or repair homes, automobiles, and...