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We are honored to announce our first ever Polestar™ Principal's Roundtable, to be held this fall at the historic Union League in Philadelphia Pennsylvania. This roundtable has been requested by some of our long-standing clients who have felt under-served by some of the larger roundtables that specifically target large agencies.

Ours is different. We recognize that agencies between 2 and 20 million in revenue are not separated from everyday operational issues and growth challenges by layers of management. We recognize and appreciate that your time is scarce and your margin for errors is thin. As business owners ourselves, we also know that many critical decisions must be made in a vacuum and it is easy to feel isolated. Not anymore.

Each session will involve agency principals discussing how they handle the respective issue with a member of the Polestar™ team acting as facilitator and note taker. All ideas will be consolidated into a workbook for follow-up distribution to all participants.

Topics that have already been submitted for consideration are as follows:

What's it worth?
Agency perpetuation, valuation, and exit strategies

Acres of Diamonds . . . mining for instant production. Sustainable cross-selling, referral harvesting, and networking campaigns

The Question of Compensation
Splits, Equity, Bonuses, Incentives, Contests, and Pay Scales.

Inside or out?
Standard and non-standard recruiting ideas

Working In or Working On the Business?
Agency & opportunity planning, implementation,
and management

Carrier Connections
Joint business planning for Key Agency Status and preferred treatment.

The Marketing Myth Uncovered
Nearly free, effective and efficient marketing ideas that don't involve a vendor!

Now What and What's Next?
A forecast for the Industry (distribution channels, carriers, customers, etc.)

The fee to attend will be $3,000 per person, which will include all session materials, lodging at The Union League, and all food and refreshments. Your only expense will be transportation to the Union League in Philadelphia.

Agencies being invited have annual commission revenues between $2 and 20 million, predominantly from Commercial P&C and Personal Lines (with group benefits rounding out the agency).

If you are interested in attending please send me a note or email letting us know your agenda priorities from the list above and any other thoughts/questions you may have. As always thanks for your ongoing support and I look forward to seeing you in Philadelphia.

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