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    James Wong

    Area Executive Vice President, Platinum of Partners Advantage

    Recent Posts

    What's the right business model for your agency? And how to use it to increase longevity and profitability.

    Posted by James Wong on Fri, May 06, 2022 @ 11:15 AM

    Just imagine if… You no longer had to worry about a key account calling you up and saying they were a) leaving you for a competitor, b) retiring, or c) selling…

    That sinking feeling in the pit of your stomach? Gone.

    Instead, your agency would continue to flourish.

    But what about right now—would this situation concern you?

    This is called concentration risk, and your business model is at the root of it. In this article, I tackle this topic. Keep reading to discover how choosing the right business model can help eliminate this potential threat and others.

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    Tags: agency resources, insurance agency resources

    Want to Keep Your Agency Running Smoothly and Drive More Sales? Here's How...

    Posted by James Wong on Mon, Apr 04, 2022 @ 12:00 PM

    Have you ever wondered what “improved tech” for your agency really means? Or where you should make investments to build a better agency management system or sales enablement system? How about which solutions offer the most seamless experience?

    I'm tackling these questions and more in this article, so stay tuned.

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    Tags: agency resources, insurance agency resources

    How to Find and Bring On the Best Talent in the Insurance Business

    Posted by James Wong on Tue, Feb 08, 2022 @ 07:22 AM

    The common approach to hiring top producers and key employees is no longer sufficient. 

    Recruiting and hiring individual producers (and employees) is the “average” agency’s approach to finding the best talent in the business.

    Too many agencies are still thinking about talent acquisition this way. But the fastest growing agencies are going in a different direction, as I'll explain in this post...

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    Tags: insurance agency resources

    Benefits that Could be Available to You Under the CARES Act

    Posted by James Wong on Fri, Apr 17, 2020 @ 12:21 PM

    We’ve compiled a few CARES Act resources into a Quick Reference Guide for Small Business Owners and Sole Proprietors with the financial professionals and agency owners we work with in mind.

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    Tags: agency resources, CARES Act

    5 Hard-Learned Lessons From the DOL: An IMO Perspective

    Posted by James Wong on Wed, May 08, 2019 @ 12:00 PM

    For archival purposes only – DOL Rule was vacated on June 21, 2018.

    It’s been 10 months since the DOL Rule was vacated. That’s it, less than a year since our world was turned upside down. And we know that it’s still in the process of changing the way we do business forever.

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    Tags: practice management, agency resources

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.