Articles by 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.

Be Successful by Modeling Success

One key element that differentiates humans from other animals is our ability to copy traits and skills from each other. Most animals are born with instinct that provides them with many of the skills that they need to survive. Humans—on …

Three Strikes to Lower Agency Value

In the past year or so there have been some notable acquisitions of agencies that were pushing the agency value envelope. For some cases, banks were making their platform acquisition and thus willing to pay top dollar to their first …

Three Strikes to Lower Agency Value

In the past year or so there have been some notable acquisitions of agencies that were pushing the agency value envelope. For some cases, banks were making their platform acquisition and thus willing to pay top dollar to their first …

Expanding the Pie

We have all heard the old adage that to succeed we need to do one thing and do it well. That might be one formula for success, but it is not the only one. There are two main types of …

Expanding the Pie

We have all heard the old adage that to succeed we need to do one thing and do it well. That might be one formula for success, but it is not the only one. There are two main types of …

Need More Time’

Here are eight main ways for insurance professionals to save time in the hectic world today: Handle paper only once One of the biggest “time killers” is how paper is mishandled. Someone a while back came up with a system …

Are You an Insurance Professional’

Does your firm sell insurance or is it a firm that provides professional insurance services? That is not a trick question, it is a mater of focus and approach. Sure, we all say that we are professionals in what we …

Making a Producer an Owner

There comes a time for many agencies when the owner is faced with the decision on whether or not to make a producer an owner of the firm. Like most important management decisions, there is no correct single answer. Why …

Making a Producer an Owner

There comes a time for many agencies when the owner is faced with the decision on whether or not to make a producer an owner of the firm. Like most important management decisions, there is no correct single answer. Why …

It’s a Family Affair

Some business owners who are also parents might love to see their children become involved in the business and eventually take it over. Unfortunately, the idealized vision is difficult to achieve, usually because issues from their family dynamics can take …