Articles by Bill Schoeffler and Catherine Oak

Oak is the founder of the consulting firm, Oak & Associates, based in Northern California and Central Oregon. Oak & Associates. Phone: 707-935-6565. Email: catoak@gmail.com.

Pay Owners for What They Do!

Owners are the firm’s leaders and need to set the right example and tone for the rest of the people in the firm. If they do not set their compensation based on what they are each doing, resentment can occur …

The Secret Behind ‘The Secret’

It has been said, “those that can see what they desire will have their dreams.” This is the power of intention. This idea has been catching hold because of a movie called “The Secret.” This movie and corresponding book focuses …

5 Ways to Keep Supercharged

Running a business is an enormous responsibility. It is also endlessly rewarding. Countless factors play a role in how successful the business will be. It is the job of a driven business owner to manage the workload and delegate the …

5 Tips Learned From Grandma For Running a Business

Rules to Run Your Business and Your Life Mama knows best … a familiar phrase? Well if mama is so clever, she must have learned from the Crockpot of Wisdom: Grandma. Whether it’s perfecting her pot roast or how to …

Guerilla Strategies to Grow Your Firm

Recently I attended an incredible five-day Guerilla Business School in Los Angeles, put on by a training organization called Peak Potentials. The schools are taught by real hands on successful business men and woman who have made millions or even …

Managing Agency, Company Relationships the Easy Way

Editor’s Note: This article originally appeared in Insurance Journal’s Satire Issue, August 15, 2011. The content in this issue is not real and is not to be taken seriously. It’s supposed to be humorous. Seriously. We all know the importance …

The Cluster Option: A Short Survival Guide

It’s back! The soft market for commercial lines is hitting much of the nation. Personal lines markets are getting tougher on underwriting in certain parts of the country and some even are withdrawing altogether. Of course there is the perpetual …

What Makes a Great Owner’

The typical independent insurance agency owner is a person who spent most of their career in production. At some point, when their book of business was large enough, they either started a new firm or became the new partner in …

Enhancing Communication Skills

An insurance agency’s main function is to serve as the conduit to collect and transmit information between insurance companies and their clients. In other words, communication is what an agency produces and sells. So having great communications skills will help …

How to Pay and Evaluate Customer Service Representatives

Job compensation The next big question is what is fair compensation? The first criterion is to make sure it is affordable compensation. Hiring the world’s best CSR is not a good idea if the cost will sink the company. Compensation …