As an insurance agent, your instinct to take care of your clients is natural — it’s why you’re in this business. You want to provide them with the answers, handle the details, and make things easy. Because that’s what great service is all about, right? But are you really helping your clients by doing all […]
In our business, there’s an opportunity to not just protect people financially but to empower them with understanding and confidence in their own decisions. Many financial advisors take a “let me handle it for you” approach, which can seem appealing at first glance but often leaves clients in the dark, dependent on advice they may […]
When it comes to personal finance and retirement advice, Suze Orman has been a household name for years. From her appearances on Oprah to her books and media presence, she has inspired millions with advice on building financial security. Suze is a strong advocate for living below your means, building emergency savings, and paying down […]
Some of us would rather do just about anything else than get in front of a group. But here’s the thing: giving a good presentation is one of the best ways to connect with a lot of people at once, and in the insurance industry, that’s key. When it comes to interacting with your prospects, […]
Not just the growth of your book of business but personal and professional growth. As you move forward in your career, it’s easy to fall into familiar patterns and rely on methods that worked in the past. But here’s the thing: the world is evolving, and so are the people you’re trying to connect with. […]
Business can wait — we’re celebrating.
As we approach the Fourth of July, it’s important to take a moment to reflect on the significance of this day in American history. It marks our nation’s independence and serves as a reminder of the values of freedom and community we hold dear.
It’s hard to be a business owner and just stay stagnant. In fact — we believe the very definition of a business owner is someone who is willing and able to move with the marketing in order to serve a larger audience.
If you want to go fast — go alone. If you want to go far — go together.
We get it. Building a business can make you feel like a young lab with too much pent-up energy chasing every rouge squirrel you see up a tree.
We know this is a bold statement that could have us gawked at in some circles — but hear us out. Marketing and sales are the same thing. The only thing that’s different is how they’re executed. Sales is executed through intimate conversations between one or a few people at a time — it’s relationship-based. […]
Getting leads is step one to landing a client. The other step is knowing what to do with the leads once you get them—something we spend a lot of time helping our agents with. Take a look at your current process and ask yourself… Where are all of my current lead sources? What are the […]