How to get the most from your insurance agency by having expectations that are grounded in fundamentals and reality.

HIGHLIGHTS

[00:35:86]: Growing Your Agency Too Fast Often Leads to Fast Losses

[01:19:33]: Long-Term Agency Growth is Based on Relationships

[02:13:81]: Only Grow with Those Who Will Be With You in 10 Years

[03:02:94]: Diversify Your Insurance Agency or Business Portfolio if Bored

[03:49:63]: Don’t Try to Turn Your Agency (a Camry) into a Lamborghini

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session