I got a note from a friend who I worked with in the late 1990s. He and I had a great time selling sales force automation into the insurance organizations with a large value-added reseller. We spent many, many weeks with their agents, brokers, and sales and marketing leaders. It…
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How to Grow Your Insurance and Advisory Business in 2019!
It’s time to explore how we can grow your insurance and advisory businesses in 2019 and beyond! What does it take to get your business to the next level of success and impact? What do you need to know to grow your business in these transformational times?
Continue Reading....Advisers, How Can You Build Great Strategic Partnerships?
I recently had an interesting call with an executive at a large insurance agency. I’m working on a project that requires me to help train agencies and accounting firms about leveraging strategic partnerships to grow their organizations.
Continue Reading....What are the critical numbers for your advisory practice in 2019?
Last week we talked about how financial advisors can better understand their clients needs for a successful 2019. Using the soft side of client relationships ensures a seat at the table. Today we help you evaluate what are the critical numbers you need to monitor closely in 2019 to build…
Continue Reading....Advisors, Have You Earned a Seat at the Table for 2019?
I work with many financial advisors on their marketing. As we start planning for 2019, we try to uncover what they have done well. Simply put, what works. We also look for potential opportunities to expand their business. One of my clients has been in business for years, recognized as…
Continue Reading....How do you keep creating value with your long-term client?
Successful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others with your expertise? Have you ever considered what makes you stand out with your best clients? I bet it’s not what you think.
Continue Reading....Are Advisory Services in the Future for Accounting Firms?
What is the future of accounting? How will accounting practices keep their seat at the table in times of digital disruption? Should you consider adding advisory services to help take your client relationship to the next level? Can advisory services help ensure long term profitable growth for both you and…
Continue Reading....How Do You Become a More Trusted Advisor?
How do you become a more trusted advisor? With so much changing in business today what does it take for you to become the most trusted advisor? My clients have many advisors. I believe many will be adding more as new advisory practices begin to show up in their accounting,…
Continue Reading....Should Successful SME CEOs be Performance Coaches?
Are your managers performance coaches of future growth and opportunities or micro managers and stewards of the never changing past? How are you developing the next generation of leadership? Are they ready to lead a multi-generational global workforce? How would you evaluate your leadership team in these critical capabilities today?
Continue Reading....Are We Going Back to the Future in Financial Services?
How are financial services changing? How do you prepare your organization for the changes in your markets? What can you do to help your financial services and advisory business thrive as the next generation of digital native customers begins to create relationships with their financial services professionals?
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