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August 26, 2021 6 min

Get the overview on how we're going to teach you to Help More People & Make More Money... In Less Time... Doing What You Do Best.

We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency.

If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place.


Topics will include

  • Team Member Compensation
  • Agency Profitability (Overall and by Team Member)
  • Marketing Success & ROI
  • Social Media Marketing & Network Marketing Strategies
  • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)


  • START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
  • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
  • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

  • Then, We’ll Discuss the Plan & Expected Results

  • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
  • The best way to help you achieve your goals, based on your style and time available to implement.
  • Your anticipated time investments & money investments.
  • What guarantees we can make

  • Schedule a Strategy Session Now

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