The Opportunity

Mar 06, 2023

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...

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Agency Economics

Dec 22, 2022

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...

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Introductions Only, No Selling

Nov 17, 2022

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.


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These Are The Times We Should Be Ramping Up

Sep 19, 2022

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...

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The Best Customer Survey Is A Personal Phone Call To Follow Up

Sep 16, 2022

The best customer survey is a personal phone call following up. Every improvement point has a dramatic effect on your bottom line.
Simply put... "the best defense, is a great offense".

#Retention #CustomerFirstStrategies #DiscussionPartnerStudyGroups #InflectionPoint #KorsgadenLearningAndPerformance

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Expand Your Reach With Spectacular People

Sep 08, 2022

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...

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FINSECA Replicating ‘A’ Players

Sep 02, 2022

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...

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SuperCheck 2022

Sep 01, 2022

Thank you Amy and Austin for the new books! Further proof that the “presenter learns more than the attendee.”


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Becoming The Local Insurance & Financial Services Superstore

Aug 24, 2022

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...

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There Has Been A Huge Shift

Jul 26, 2022

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

To book a live presentation email: [email protected]

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