This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is part two of the three most impactful ways this union will move your agency forward. Catch up on part one, here. Employee Engagement One of the largest expenses within an insurance agency is… Continue Reading
Rehumanizing the Strategic Plan Process It’s that time of year. Holiday decorations are going up and presents are being purchased. Business budgets and plans are being made for the new year. 2020! Let’s look at it as if were 20/20 – as in perfect vision. What does the future hold for your agency? Many of… Continue Reading
Earlier this year, we were contacted by an agency owner who had heard us on a podcast. Little did we know how much that initial phone call would come to mean. There was something very special about this owner and we were intrigued to learn more. The organic growth rates his agency was consistently achieving… Continue Reading
Trajectory:The Forgotten Key Performance Indicator Imagine being a passenger on a flight to the moon… The command center is busy collecting and monitoring hundreds of dials, gauges and metrics. The pilots are reviewing the results to ensure all systems are “go.” Every last detail is scrutinized for potential dangers. As a passenger, we’re really unaware… Continue Reading
Succession Plans are typically for a change in business ownership. As well as they should be – you want the business to continue on its path of success as you plan for succession. (Ah, see what I did there? Stay with me, there’s more). All too often we’re seeing the transfer of a business –… Continue Reading
Let me not keep you waiting for the punch line: “Manage Processes, LEAD People”. Do you know any producers who actually want to be managed? Most of the producers I know, especially the Rain Makers, don’t like being managed, in fact, they hate it. Now don’t get the wrong idea, I’m surely not advocating to… Continue Reading
“It’s not whether you get knocked down. It’s whether you get up.” Vince Lombardi Face it: Life is tough sometimes. It can kick you in the teeth when you least expect it and there is no fairness to it. Even worse, many times there isn’t anything you can even do about it – especially in… Continue Reading
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
Several years ago, I started a blog called Managing Business Acumen. Though I loved writing it, the audience never seemed to take root and eventually it fell by the wayside. Yet, here is another attempt. Why? What is that motivation that continues to drive me? There are very simple answers: To be heard; To make… Continue Reading
