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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

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 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 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 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 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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by Bret Brummitt on September 28, 2020

Check Yourself: Is Your Soul on Display in the Right Light?

Social media provides the open, very public forum for sharing your passions, thoughts, feelings, successes, failures, and being transparent and...

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by Wendy Keneipp on September 21, 2020

Pipelines Don't Fill Themselves - A Prospecting and Marketing Q&A

I had the privilege of participating in Keystone Insurers Group's National Conference this year. Billy Bridwell, Senior Vice President of Employee...

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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 August 03, 2020

A Baker's Dozen of Q4i-isms

If you are connected with us on LinkedIn, you know we regularly share our perspectives on just about anything and everything that affects the...

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