There are many opportunities and challenges for your insurance agency in the coming year. Agency leadership needs to take a more active role in deciding what business your agency pursues to be successful. Proactive agency leadership is a trend that will not go away!
The insurance industry is on the edge of reinvention. Will it happen in 2019? What major trends will converge to make 2019 the year of digital transformation in the insurance industry? Can you leverage these trends to grow and reinvent your insurance business?
Great leaders have superior connection skills. They are great communicators! What must we do to become great communicators?
Warren Buffett is one of the greatest investors of all time. What you may not know is Warren Buffett uses coaching to help his many organizations’ executives become even more effective leaders.
What do larger super advisory firms bring to the financial services industry? A super advisory firm is an investing organization with over 1 billion dollars of assets under management. These organizations are springing up very quickly in the financial services markets. Currently, there are over 250 of these super advisory…
I got a note from a client this morning sharing a special report on the future of advisory firms. The report shares several key trends that are creating the next generation of super advisory firms. My term, not the report’s. They define the term by having an organization with over…
Financial planning and advisory services are being disrupted! Advisors face increasing global competition for investment dollars. Your clients want more for less! How can advisors successfully compete and grow in the future?
Has your SME business helped you achieve your life and business goals? What do you need to build a thriving prosperous business in today’s fast changing business culture? Do you have the same joy and passion you had when you started building your organization?
When is it time to sell your business? I met with a long-term client last week. We’ve known each other for many years. He’s always been direct and to the point when dealing with me about his business.
What’s the secret of a great SME business? How much would you invest to learn why certain entrepreneurs succeed in every venture they start? Do you believe great entrepreneurs are born or made? Last week I shared a new role I’m taking on as A Sage Global Business Expert. Thank…