AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Wendy Keneipp on July 16, 2018

Discounts & Misconceptions are Costing Us a Fortune

I had an unsettling buying experience that has left me in much reflection around it. It may not initially sound like it’s relevant to anything we...

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by Wendy Keneipp on July 09, 2018

Generational Shifts in Leadership are Impacting Your Organization and Sales Process

As the population ages and generations shift in the work place, we need to be very cognizant of the different approaches to leadership that are...

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by Kevin Trokey on June 18, 2018

The Three Bears of Agency Commissions

On some accounts, your commission payments may be too high. On some accounts, your commission payments may be too low. And on some accounts, your...

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by Wendy Keneipp on June 11, 2018

It’s Time to Bite the Bullet and Add a Budget Line for Marketing

It’s difficult for many agencies to get their arms wrapped around the idea of creating a budget and dedicating resources for marketing. It just...

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by Kevin Trokey on June 04, 2018

Not Since Zenefits Have We Seen This Level of Industry Panic

I’ve been caught a little off guard recently. I am seeing a level of panic in the industry that I don’t think I’ve seen since Parker Conrad was...

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by Wendy Keneipp on May 29, 2018

The Power of Personal Connection is Your Secret Sales Tool

With all the focus on social media, you have to remember which of those words is most important – social.

The excitement of connecting over a good...

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by Kevin Trokey on May 21, 2018

Sales Lessons From Your Little Kid Self

Isn’t it crazy how fast time flies?! I’m convinced the earth is spinning faster than it used to.

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by Kevin Trokey on May 14, 2018

What if You Stopped Tiptoeing Around Stuff and Actually Started Doing it?

I think it's long past time for us to start thinking about the "what ifs" in our business and take action to do something with those possible, or...

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by Kevin Trokey on May 07, 2018

Conference Season | You’re Killin’ Us, Smalls!

I know the calendar says we’re in the middle of Spring, but it’s also conference season. Or, as your team likely refers to it, the season of a...

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by Wendy Keneipp on April 30, 2018

Sick of Not Making Sales? You're Probably Not Prospecting and Marketing Well Either

A version of this article first appeared in BenefitsPro to coincide with a panel discussion I led on the topic with Barry Cohn, Tim Doherty, and ...

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