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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 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 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 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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by Wendy Keneipp on December 21, 2020

Yes, You Should Create a Marketing Plan for Your Insurance Agency

Hey everyone, I have some end of year contemplations to share. 4th quarter is the time for planning. Or at least it used to be. I remember years...

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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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