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
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