Learn from leading voices in the insurance sector – and beyond.
If your business is built on offering the best prices, you’re on a shaky foundation because there’s always someone out there who can undercut you. That’s why our approach is based on being an agency that is viewed as priceless, not cheap.
With this in mind, client relationships are everything to us. In fact, we don’t present quotes t...
In business, big or small, it all comes down to the bottom line. Does the client want to buy your products or services? Does the boss approve your budget? Does the investor believe in your dream? Have you sold them?
Success or failure depends on how well you present your case. After more than 40 years in business, involved in presen...
When I joined Steve Pirch’s agency (in Lee’s Summit, Missouri), I could not have imagined that one day I’d play a pivotal role in developing our team and building our agency’s success. My journey began over a decade ago in an unexpected encounter during my time working at a bank. It was Halloween, and I was dressed as Candy Land char...
I’ve been in the insurance industry as an agency owner for 20 years, and like most people, I’ve tried a lot of different approaches to building my business. Early in my career, I came across Troy Korsgaden’s system, which played a big part in shaping how I started running my agency. Recently, I have revisited those principles through...
Often, when leaders talk about creating a learning culture, they are referring to formal training programs. But a true learning culture is more than that. A learning culture is an environment where continuous development is embedded into daily work and team members are encouraged to grow through collaboration, feedback and shared ex...
AI is a polarizing topic. Some believe it will destroy the world, while others trust it will solve every imaginable problem. Neither is likely.
To be clear: AI is a tool. Like a hammer, it can be used to build up or to tear down. If used correctly, a hammer can save you a tremendous amount of time. AI is no different. Â
You’l...
It takes time to distinguish between a fad and a trend, but you can’t wait until you know for sure how a new thing will turn out, if you want to ride the wave. You have to jump into the water and be ready.
Greg Montejo is confident enough that subscription-based financial services will not just be a passing fancy but—as a Forbes arti...
When I wrote my first business plan many years ago, it was a single page. I wrote it in the backyard with a friend. I told him I’d been inspired to do so by a book I’d read recently, so we both sat outside and crafted our plans. Mine wasn’t a detailed document; it was really just a vision of what my future business would look ...
As a former high school athlete who now coaches kids basketball, it’s perhaps not surprising Stephen Pirch uses a sports metaphor to describe the way he has grown his successful Country Financial agency: Offense, defense and special teams.
“Offense was really production-based: growth mode,” he says of the game plan behind the 10-strong team ...
In the whirl of a fast-changing and chaotic world, the traditional approach of problem-solving has long been the go-to strategy for tackling challenges. However, our era of unprecedented uncertainty and complexity calls for a new perspective. Rather than solely focusing on remedying weaknesses or addressing problems as they a...
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