AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

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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by Kevin Trokey on April 23, 2018

Education | Communication | Collaboration

If you’ve been paying attention at all, you know there is a new era of solutions taking hold in the industry. If you haven’t been paying...

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by Tom DiLiegro on April 16, 2018

Q & A with Tom DiLiegro, Owner, Benefit Advisors of Charleston

To paraphrase Mark Twain, “Reports of the death of the industry are greatly exaggerated.”

Many see the industry as on its deathbed. Between the...

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