Insights

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...

Replicating "A" players requires effective ways to share knowledge. One of them is through formal training- national sales meetings, regional sales meetings, courses, and certifications.
But there is real value in informal channels, too. Have you ever noticed how people at sales meetings congregate around their successful colleges? Consider how...

We wanted to share Troy's conversation with Tina on The Your Leadership Legacy!

#Leadership 

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...

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

#LearningAndDevelopment
#CycleOfContinuousImprovement

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...

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...

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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