- Navigating the Industry’s transition from “Soft”
to “Hard” to “?” Causes, constraints,
and lingering effects of market combustion.
- A new strategy for a new Insurance Era - converting client
relationships into value-driven partnerships.
- Rising above the rest–breaking through presumptions,
stereotypes, and conventional “wisdom” while
rejuvenating your entrepreneurial spirit.
- Establish well-defined, measurable, professional objectives
for production, retention, profitability, and personal efficiency.
- Determine short and long term personal objectives for
career, health and fitness, family life, hobbies and interests,
finances, etc. Formulate a detailed and manageable personal
development plan to achieve these objectives.
- Create specific accountabilities and establish measurable
performance benchmarks to stay consistent and on track.
- Refreshing and sensible marketing strategies that attract
and retain desirable, pre-qualified opportunities.
- Differentiating with integrity–creating, conducting,
evaluating, and responding to a needs assessment. Earning
client trust rather than pitching a bid.
- Creating a value proposition by designing a comprehensive
insurance program rather than focusing on policies and price.
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