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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on October 05, 2020

The Power of the 2nd Question

Hey guys, how are you doing today? No really, how are you doing today?

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by Wendy Keneipp on September 08, 2020

Politics and Business: Mix at Your Own Risk

Each election season is full of opportunities to talk about candidates, parties, platforms, and issues.

No matter which side you’re on, talking...

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by Kevin Trokey on August 31, 2020

“Where’s the beef (um, sales training)?”

During college, I took a summer job at the local Wendy’s. I went in on my first day for a breakfast shift, looking forward to what I would learn....

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by Kevin Trokey on August 17, 2020

4th Quarter Is for Prospecting and Selling

Said no benefits producer ever!!

It’s okay to hate the message, but that’s no reason to hate the messenger. 😏

Have you looked at the calendar...

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by Wendy Keneipp on August 10, 2020

Do I Need a CRM for My Employee Benefits Agency?

So many benefits agencies are wrestling with a common question about the software platforms they need for their agency. What should they be...

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by Kevin Trokey on July 13, 2020

#SpeakUp On the Best Advice You've Ever Received

Through our #SpeakUp series we run from our Q4intelligence company page on LinkedIn, we recently asked the industry to share the best advice they...

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by Wendy Keneipp on June 22, 2020

A Few Excuses for Not Prospecting and Not Holding Salespeople Accountable

Sales is a difficult job, no doubt. And prospecting can be the most difficult and the scariest part of that job. It’s no wonder producers have...

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by Eliza Culhane on June 15, 2020

How to Get Your Sales and Marketing Team Aligned on Marketing

The sales--marketing struggle isn’t a problem with a one size fits all solution. By using a combination of education, accountability, and...

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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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