YOUR AGENCY IS NOT A BANK, SEPARATE YOUR FINANCES
As the agency owner, should I completely separate my personal finances from the agency’s finances?
#COVID-19: MEASURING THE FINANCIAL IMPACTS OF COVID-19 FOR INDEPENDENT INSURANCE AGENCIES
I’ve identified four ways in which your revenue may be impacted soon and one to start thinking about for next year.
#COVID-19: FOCUSING ON YOUR ANNUAL PLAN & BUDGET (TOOL INCLUDED)
If you have a budget: Time to update it and keep it on hand. We are in uncharted territory and numerous revisions will likely need to be made.
THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE: DEVELOPING EMPLOYEES TO ENSURE FINANCIAL STABILITY
One of the largest expenses within an insurance agency is employee compensation. In addition, employee engagement in the United States is only at 33%.
THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE: STRATEGIC PLANS THAT UNITE BOTH SIDES
How an agency approaches strategic plan sessions dictates how likely it is to achieve their goals.
THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE
Does your Strategic Plan unite both sides? Or, are they individual plans?
HIDDEN IN PLAIN SIGHT! YOUR AGENCY’S NEXT SUCCESSFUL PRODUCERS
WOULD YOU RECOGNIZE YOUR NEXT PRODUCERS IF YOU SAW THEM?
PUT THE SUCCESS BACK INTO SUCCESSION!
Succession Plans are typically for a change in business ownership.
THE DIFFERENCE: BOOKKEEPER TO CFO
What’s the difference between a bookkeeper and a Chief Financial Officer (CFO)?
PRODUCER MANAGEMENT – WHERE MOST AGENCIES FAIL
Let me not keep you waiting for the punch line: “Manage Processes, LEAD People”.
SUCCESS AND MINDSET – THE POWER CONNECTION
“It’s not whether you get knocked down. It’s whether you get up.” Vince Lombardi
YEAR END IS NEAR!
Here are the five steps you need to take now to prepare your Independent Insurance Agency for year end financial management.
PIPELINE MANAGEMENT – IT’S MORE THAN A PIPE DREAM!
Improving your pipeline management is the answer to having a sales year of your dreams!
CAN YOU TRULY WIN WITHOUT KEEPING SCORE?
Sports teams know their individual stats as well as how they measure up against others – you should too!
QUICK TIP FOR MAKING THOSE NEW YEARS RESOLUTIONS A REALITY!
Does this sound familiar: Year after year New Year’s Eve comes and so do the resolutions.