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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on January 14, 2019

It's the Client Experience, Stupid!

In the end, prospect/client experience is all that matters. No doubt, the details along the way are critical, but the way they feel about their ...

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by Christian Brayboy on January 07, 2019

Is Your Activity-Based Mindset Crippling Your Progress?

The more checkmarks I make, the more ‘work’ I’m doing.  

Ever thought this way? Ever been the one at the end of the day/week/year scratching your...

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by Kevin Trokey on December 17, 2018

Resolve to Stop the Time-Suck Madness!

New Year’s is fast approaching and you know what that means? Well, it means a couple things. 

First, there is the very real possibility you are...

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by Christian Brayboy on December 10, 2018

How to #GSD if You Get Out of Routine

Recently, I read an article about an executive who had every day planned out to an absolute ‘T.’ She worked out, called her family, made a super...

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by Wendy Keneipp on December 03, 2018

Are You Pressing the Panic Button on New Ideas Too Soon?

The only way to grab the branch of "what can be" is to cut yourself free of the choking vine of "the way it’s always been".  ~ Kevin Trokey

I...

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by Kevin Trokey on November 20, 2018

3 Simple Sales Tools You're Not Using

There are some basic sales tools you can and need to use to make your success more predictable, but you’re not using them. I know because I ask...

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by Q4intelligence on November 12, 2018

Q&A with Josh Butler, President, Butler Benefits & Consulting

There is a stark difference between a sales person pitching products to meet monthly goals and an advisor working with clients to help them create...

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by Kevin Trokey on November 05, 2018

Benefits Advisors, It’s Time to Double Up on Your Number of Renewals

Would you believe me if I told you next renewal season would be easier if you did two renewals for each client as opposed to one? Sounds crazy I...

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by Kevin Trokey on October 29, 2018

U-G-L-Y, You Ain’t Got No Alibi – Your Pipeline’s Ugly!

I hear benefit producers complain about fourth quarter all the time. They talk about how crazy it is, there are so many renewals to handle, there...

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by Wendy Keneipp on October 22, 2018

When Employers Won’t Take Your Advice

People don’t care how much you know until they know how much you care.  

This may feel like a platitude, but it’s actually a critical component of...

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