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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on March 01, 2021

Alex, I’ll take ‘Confidence’ for the Win

In sales, confidence doesn’t come from the win; it is the win that results from confidence. 

Selling is a transfer of confidence. Salespeople are...

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by Wendy Keneipp on February 22, 2021

Committing to a Sales and Marketing CRM: The Struggle is Real

Using a sales and marketing CRM in an agency is a strange love-hate relationship that is as much psychology as practical application.

Leadership...

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by Kevin Trokey on February 15, 2021

Where Are We Going?

Always be able to answer, "Wherever we want."

A leader's responsibility is to do what is necessary to make any goal (no matter how big, hairy, or...

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by Kevin Trokey on February 08, 2021

Screw Being a Trusted Advisor, Be a Go-to Advisor

One of the most cliché claims made in our industry is that of being a "trusted advisor." Sure, trust is essential. Clients need to trust in your...

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by Wendy Keneipp on February 01, 2021

Toss Out that Complicated Marketing Plan and Keep It Simple

Without a plan, every idea looks like a good idea.

Avoid falling into the trap of creating mindless marketing activity that chases the latest...

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by Kevin Trokey on January 25, 2021

The Q4i Annual Theme – 2021, The Year of ?

Every year at Q4intelligence, we choose a theme. We use the theme to keep us focused. It keeps us focused internally as a team and becomes a...

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by John Behn on January 18, 2021

Goal Setting Mindset, Ideas, and Processes

The first month of the year is winding down. If you have not done so already, it is time to be finalizing your success plan for 2021.

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by Wendy Keneipp on January 11, 2021

Three Better Ways to Define Your Ideal Client

“Ideal clients.” A term that gets thrown around a lot but is not very often defined in a way that’s particularly helpful in identifying the right...

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by Kevin Trokey on January 04, 2021

Marketing Isn’t a Cure-all

The most misunderstood business function in our industry is marketing.

In particular, agencies have been unaware or chosen to ignore just how...

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by Wendy Keneipp on December 28, 2020

Six Popular Q4i Posts of 2020 You Need to Read

You knew it was coming. The annual wrap up post is always a great way to catch up on what you may have missed when you were too busy and chose to...

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