Minding Your Business

Developing a sales and marketing plan, part 2

The first part of this two part series described the self-analysis of the agency’s book that must precede an effective sales and marketing plan. This is accomplished by reviewing each producer’s book for the type and size of accounts and …

Developing a sales and marketing plan, part 2

The first part of this two part series described the self-analysis of the agency’s book that must precede an effective sales and marketing plan. This is accomplished by reviewing each producer’s book for the type and size of accounts and …

Developing a sales and marketing plan, part 1

Sales and marketing plans are an essential element of strategic planning and one tool that leading agencies use for the proper management of their business. Many carriers often require that an agency have a sales and marketing plan to receive …

Developing a sales and marketing plan, part 1

Sales and marketing plans are an essential element of strategic planning and one tool that leading agencies use for the proper management of their business. Many carriers often require that an agency have a sales and marketing plan to receive …

Top 10 goals for agents to make ASAP

The year is winding down and it is time to focus on goals for next year. The easy route is to take the current results and add X% for growth and improve results by Y%. A few other ideas might …

Top 10 goals for agents to make ASAP

The year is winding down and it is time to focus on goals for next year. The easy route is to take the current results and add X% for growth and improve results by Y%. A few other ideas might …

Deals makers and deal breakers

What is it that makes some deals fly and others fail? Every deal needs to be judged on its own facts. However, there is often a pattern that develops during the M&A process. Five deal breakers 1. Lack of good …

Everything I need to know about management I learned from golf

The great thing about life is that the lessons we learn in one part of our life can apply to another part. Business owners and managers can learn a lot about excelling in their profession through the hard learned lessons …

Everything I need to know about management I learned from golf

The great thing about life is that the lessons we learn in one part of our life can apply to another part. Business owners and managers can learn a lot about excelling in their profession through the hard learned lessons …

Coaches help teams and players rise to the top

n_27_coaches.xtg Coaching, when implemented at an organizational level, can deliver dramatic results and drive significant financial impact to the bottom line. How many professional athletes get to the top without a coach? Probably very few, if any. So why should …

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