AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on February 18, 2019

Pack Your SHIFT, We’re Going to Nashville!

 

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by Kevin Trokey on February 11, 2019

Stop Selling and Start Helping Your Prospects to Buy

When was the last time you bought a new car? If it has been in the last few years, according to industry sources, the process probably went a...

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by Christian Brayboy on February 05, 2019

Are You Blowing Hot Air About Making Changes or Taking Meaningful Action?

“I so desperately want to be more productive, manage my time more wisely, set goals, etc.” 

We hear it all of the time from agency owners,...

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by Q4intelligence on January 28, 2019

Q&A with Billy Bridwell, Vice President, Keystone Insurers Group

When we think of strong leadership in an employee benefits agency, an obvious answer comes to mind: Billy Bridwell. Sales people  are not often...

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by Kevin Trokey on January 21, 2019

You Only Work on Referrals? Really?

As we train/coach agencies and their producers to be more effective sales organizations/individuals, we share several core philosophies. One of...

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by Kevin Trokey on January 14, 2019

It's the Client Experience, Stupid!

In the end, prospect/client experience is all that matters. No doubt, the details along the way are critical, but the way they feel about their ...

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by Christian Brayboy on January 07, 2019

Is Your Activity-Based Mindset Crippling Your Progress?

The more checkmarks I make, the more ‘work’ I’m doing.  

Ever thought this way? Ever been the one at the end of the day/week/year scratching your...

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by Kevin Trokey on January 02, 2019

Announcing our 2019 Theme! (hint: the SHIFT is gonna get real)

Every year we establish a theme. It keeps us focused. Not only do we use the theme to concentrate our internal efforts, we also use it as a guide...

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by Wendy Keneipp on December 26, 2018

Top Articles of 2018 | Theme: Insurance Agencies are Looking for a #NewNormal

For 2018, we introduced our theme of Finding a New Normal. We chose that theme because we felt the industry was finally reaching a significant...

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by Kevin Trokey on December 17, 2018

Resolve to Stop the Time-Suck Madness!

New Year’s is fast approaching and you know what that means? Well, it means a couple things. 

First, there is the very real possibility you are...

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