Finding good agents is always a challenge. It’s time-consuming and usually requires some financial investment as well. So it just makes sense – after going through all the effort to bring them on board – to invest a bit more time and money to retain them. Many organizations approach this task from the wrong perspective. [...]
Does Attitude Really Count?
For as long as I’ve been a professional I’ve heard that a person’s attitude makes a difference. You’ve probably heard all the cute sayings about attitude – “Your Attitude Determines Your Altitude”, Attitude is Everything”, “The Only Thing You Can Control is Your Attitude”. Every sales manager talks about attitude. Every leader talks about attitude. [...]
Close More Sales Without Selling!
Let’s face it… No one likes to be “sold” something. To me, being “sold” is when somebody convinces me to buy something – whether or not I really needed or wanted it. Have you ever been convinced by someone to buy something, maybe even against your better judgment, and then regretted having made the purchase? [...]
Marketing Strategies in a Tough Economy
Wow! Talk about a marketing challenge… A weak economy. People in a wait-and-see mode. Bad news on the financial scene every day. The consequence? Prospects are reluctant to make a decision. They’re hesitant to spend much money or make any kind of long-term (or short-term, for that matter) commitment. So as sales professionals, we become [...]
Effective Phone Techniques
Anyone who conducts marketing and sales has to deal with using the phone as an important communication tool. The problem is that most people don’t maximize its effectiveness. Using the phone poorly can inadvertently act as a detriment to our success. Understand that the phone conveys our personality, our sincerity, our belief, our energy, our [...]
The 3 Keys to Referral Success
Don’t you get tired of hearing about how great referrals are? Especially if you’re not getting enough of them? I am always speaking to managers, agents and advisors who say they’re so tired of chasing “suspects” and would love real prospects – specifically prospects that come from referrals. I have one acquaintance (a P&C agent) [...]
Motivating Agents: Why it doesn’t work
A topic that I’m often asked about is how to motivate agents. Executives are always looking for ways to improve the attitude and performance of their agents. Clients will tell me about how they’ve met and worked with each of their agents to get them to improve their performance but can’t seem to make a [...]
It’s Time to Reinvent Yourself
It happens every year about this time. I reinvent my business (and myself in the process). Most often I do it because of my desire to grow my business and make a greater difference in the world, rather than because I’m unhappy with the way the past year went. The process is rejuvenating and inspiring. [...]
How to Attract Clients
Ah, those magic words – “Attract Clients”. Virtually every agent and advisor I know loves the idea of attracting clients, and would be even happier if there was a “magic formula” for accomplishing it. Well, actually there is a formula that works like magic for attracting clients to you. And I’m going to reveal it [...]
It’s Time to Re-Evaluate
I know an insurance agent in my area who, every time we run into one another, asks me if I have any good ideas as to how to find new clients without actually having to talk to people. This guy is in the wrong business. He needs to re-evaluate his life and decide to either [...]






