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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Wendy Keneipp on April 05, 2021

Creating a Path From Processes to Profitability

Unless you geek out on organization, processes are typically not viewed as fun, exciting, or even necessary. Instead, I would say they’re most...

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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 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 Kevin Trokey on June 08, 2020

Raise Your Hand

I have to be honest; I’m quite conflicted as I write this. As a company, we have a “no-politics” policy when it comes to social media. But we all...

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by Kevin Trokey on June 01, 2020

Recruiting Effectively for Your Team

How many times have you heard, or even said yourself, “It’s all about our people.” It is true, no doubt. It’s so true you would think wed do a...

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by Wendy Keneipp on May 26, 2020

I Was Almost Fired Because There Was No Plan for New Hires

A benefit coming out of stay-at-home orders has been a lot of time to think and reflect. 🙂 As our Q4i team grows, it has me contemplating on...

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by Kevin Trokey on March 17, 2020

Business As (Un)usual?

I recently posted an observation on LinkedIn. In one 24-hour period . . .

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by freshbenies on August 26, 2019

Implementing Change: 3 Tips for Success

Do you notice how quickly our employee benefits industry is changing lately? From “Medicare For All” to reference-based pricing, consolidation of...

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