The Marriage of Financial and Organizational Excellence: Strategic Plans that Unite Both Sides

This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is one of the three most impactful ways this union will move your agency forward. How an agency approaches strategic plan sessions dictates how likely it is to achieve their goals. Typically, an agency… Continue Reading

The Marriage of Financial and Organizational Excellence

Often, our clients and prospects share a laugh when we note that Don is the “numbers” and I (Roe) am the “human.” Don has an intuitive sense when the figures don’t look right just as it’s common for me to spot an employee who doesn’t seem right.  While it is easy for each of us… Continue Reading

Re-Humanizing the Strategic Plan Process

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

The Real WHY!

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

HIDDEN IN PLAIN SIGHT! Your Agency’s Next Successful Producers

Would you recognize your next producers if you saw them? It may be one of the most talked about, stressed over and confusing topics in the world of independent insurance agencies: Hiring new producers.  Progressive agencies can’t grow with out them but they seem to be elusive as a mythical creature.  It is an issue… Continue Reading

Put the Success Back into Succession!

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

Success and Mindset – the Power Connection

“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

Can you truly win without keeping score?

Sports teams know their individual stats as well as how they measure up against others – you should too! As an independent agency owner/executive, hopefully you know your top key metrics such as growth rate, sales velocity, EBITDA profit, client retention rate and compensation expense.  Monthly, quarterly and annually, the numbers are produced, and business… 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

Know more about your employees than just their name!

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