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 includeTeam Member CompensationAgency Profitability (Overall and by Team Member)Marketing Success & ROISocial Media Marketing & Network Marketing StrategiesMultiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service SalesTeam Member Role ClarityAccountabilitySales Activity OptimizationStaffing for Optimum Profit & Building the Agency DynastyRecruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)DelegationWorking a 4 Days per Week or Less while Maintaining Excellent ResultsLifestyle Optimization (Creating the Life You Most Desire Outside of Work)
START WITH THE eBOOKGet 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 YourBiggest 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 ResultsWhich 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
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