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

Pipeline Management – It’s more than a pipe dream!

Improving your pipeline management is the answer to having a sales year of your dreams! It is a great mystery why prospect pipeline management is such a neglected area when agency owners/executives are constantly dreaming of improved sales and clearer forecasting. Ask any agency owner/executive for their 2019 goals and chances are “increased sales” is… Continue Reading