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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on December 14, 2020

Changes in Gratitude and Attitude Change Your Latitude

Every challenge brings opportunity. From that perspective, perhaps like no other 12 months in history, 2020 has offered unprecedented...

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by Kevin Trokey on December 07, 2020

2020 Advice | Pay It Forward

To say this has been an unprecedented year doesn't even come close to describing its reality. I think it's safe to say we have all had times of...

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by Kevin Trokey on November 30, 2020

The Four Stages of Performance Dominance

In just about any role you may fill in your business, there are a consistent handful of skills necessary to succeed. Chances are, you have a...

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by Kevin Trokey on November 23, 2020

What Scares You Most – Prospecting or Failing?

Most people would agree selling can be a scary and challenging job. Most salespeople would agree prospecting is the scariest, most difficult part...

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by Kevin Trokey on November 16, 2020

What You Measure Improves

How many of you have key performance indicators (KPIs)?

 

Okay, that’s a bit of a trick question; we all do.

 

KPIs are simply numbers that tell...

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by Kevin Trokey on November 09, 2020

Who Are We? Why Are We Here?

We recently held a quarterly team meeting. We gathered virtually, of course, but not because of the pandemic. We gathered virtually because our...

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by Christian Brayboy on November 02, 2020

Want Technology to Work for You? Put Processes First.

Anything you incorporate into your organization – whether it’s new hires, marketing initiatives, or technology platforms – is only as good as the...

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by Wendy Keneipp on October 26, 2020

[Download] Q4i Producer and Agency Annual Planning Guides

It’s planning season and our annual planning guides are available for download! If you haven’t started your annual planning yet, it’s time to get...

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by Kevin Trokey on October 19, 2020

The Impact of Change Fatigue on Your Sales Efforts

How many of you have ever put together a proposal for a prospect, and the more you worked on it, the more excited you got? By the time you have it...

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by Wendy Keneipp on October 12, 2020

Prospecting or Marketing: Which Fills the Pipeline Better?

Filling a sales pipeline shouldn't be left to one person or one group in your agency. While many agencies were built around rugged individualism...

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