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.

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.

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...

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.

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.