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 Vanishing Act

How your clients are disappearing before your eyes! One of the most talked about topics we come across is client retention.  Agencies put so much effort into obtaining a new client and yet keeping them over the years is even harder.  In fact, for some it’s absolute mystery.  Because of the effort involved with tracking,… 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

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