How to Turn Ex-Clients into Future Clients: The Power of Staying Connected. Even the best agents lose clients. When this happens, it doesn’t always mean goodbye forever. This is a great opportunity to show them they made a mistake by…
Building a foundation of trust with new clients The first year of a clients’ life cycle is when it is time to build a foundation of trust. When a client signs on, it’s the start of a relationship that—like any…
Don’t find yourself, invent yourself A friend of mine, Jake Ferrara, said this one day, “Don’t find yourself, invent yourself.” It’s a simple phrase but carries profound truth. We live in an era where people often embark on quests to…
Your Best Work Is Beyond Influence Watch this: Roger W. Smith – Watchmaker Roger Smith is a watchmaker who lives in the Isle of Man, Scotland. He doesn’t just make watches; he makes works of art. He does it because…
Too Close to See Clearly Sometimes, we’re too close to a problem to find the solution. We need distance—a new perspective. Take Indie, the owl, for example. He spotted a mouse and almost swooped down, but something felt off. Instead…
Happy Hiring. There will come a point when you need to hire your first employee for your agency, and unless you came from a previous position where that was your role, you probably don’t know what to do next. And…
The hiring trap. In business, there’s this idea that more is better. More staff, more resources, more everything. But what if we took a different approach? Instead of expanding just because it’s possible, let’s focus on what really matters—quality over…
You are neglecting your clients by emailing them We typically are inconsiderate of the clients’ perspective when we email. Or we just don’t email them at all. Both are a tragedy. Okay, maybe “tragedy” is too strong of a word, but…
Why saying “yes” is killing your business Most of us are guilty of doing it. We say yes when we should say no. In fact, we do it 95% of the time. As your insurance agency grows, you’ll face many yes…
Running Down (someone else’s) Dream I love Tom Petty’s song, “Running Down a Dream.” It could be the theme song for every insurance agency owner. Imagine driving home after a long day. The song plays, “Yeah, runnin’ down a dream…