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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. Step 1: Don’t wait until March, consult with your CPA / tax advisor now. By this time of year, year-end profit can be projected reasonably well. It’s time to sit down with your CPA… Continue Reading

Don’t Burn Bridges, You Might Need Them Someday…View #3 Avoiding the Riptide

The previous two posts focused on how an employee and a supervisor should handle resignations.  This one is for the teammates left behind… Here we go.  As if life is not crazy enough, now everything at work is changing.  Your teammate is leaving, rumors may be flying and you have no idea what is going… Continue Reading

View #2 of Don’t Burn Bridges, You Might Need Them Someday…

The last post focused on how an employee should exit a job.  This one is for the employer/supervisor’s point of view… It has happened.  Your team member has turned in their letter of resignation.  Change is imminent.  Now it is time to face your own emotions.  Yes, emotions.  Do you feel betrayed?  Angry?  Or, maybe… Continue Reading

Don’t burn bridges, you will need them someday!

View #1: Employee’s Point of View It is time to go.  You have reached the point that change must be made.  The job doesn’t suit you anymore and you don’t suit the job.  Maybe it was the environment.  Maybe it was the work.  Maybe it was you.  For whatever reason, change is imminent and you… Continue Reading