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    How to Hit The Next Level in Your Financial Practice in 2020

    Posted by Lori Fogle on Wed, Jan 15, 2020 @ 12:00 PM

    We have unique views here at Partners Advantage when it comes to elevating and innovating your financial services and insurance practice. 

    In order to make more money and maybe even work less hours doing what you love (helping people not just survive but thrive in retirement), you have to do things differently. However, that's not the way many of us were taught in this industry... 

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    Tags: marketing for independent agents, sales techniques, agency resources

    The Key to Exceeding Customer Expectations in 2020

    Posted by Lori Fogle on Fri, Jan 10, 2020 @ 12:00 PM

    One of the first questions we have to answer as a business is… who is our customer?

    The term “customers” can be a grey area in the insurance agency and IMO space. We could assume that our only customer is the end-user: the insured or annuity contract owner. But that’s not the case.

    We have many “customers” and for the purposes of this blog post, I want agency owners to consider producers your number one customer.

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    Tags: agency resources

    Insurance Agencies Who Want to Remain Profitable Know THIS

    Posted by Lori Fogle on Mon, Jan 06, 2020 @ 12:00 PM

    Financial success is not the sole indicator of a healthy organization. In fact, it’s more an outcome of a healthy organization. Let me explain --

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    Tags: agency resources

    Ensure Your Insurance Agency SWOT Analysis Isn't an Exercise in Futility

    Posted by Lori Fogle on Thu, Jan 02, 2020 @ 12:00 PM

    If you’ve ever completed a SWOT analysis in your business — identifying the strengths, weaknesses, opportunities and threats and then never spoke of it again… then you know what I mean when I say an ‘exercise in futility.’

    In this post, we’ll walk through how to take the SWOT analysis of your insurance agency and turn it into something you can use to improve organizational health, grow in profitability and develop a long-term strategic plan.


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    Tags: agency resources

    How to Craft a Mission Statement That Actually Improves Your Business

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: 

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    Tags: agency resources

    Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset

    Posted by Jason Konopik on Wed, Oct 16, 2019 @ 12:00 PM

    Are you crazy-busy running the day-to-day operations of your insurance agency? 

    Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? 

    Always rushing to meet a deadline or make a deal.

    Rarely taking the time to consider what would happen to the agency if you were to ever leave the business...

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    Tags: agency resources, succession planning

    5 Tips for Attracting Top Senior Level Talent to Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 28, 2019 @ 12:00 PM

    Recruiting top talent to your insurance agency can not only warrant a higher multiple at sale but also increase current growth potential and cultivate a more stable investment. But it requires you to have a plan to create your magnetic offer for senior level talent. 

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    Tags: agency resources

    How You Can Help Increase the Longevity of Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 14, 2019 @ 12:00 PM

    There’s one (of many) aspects of your agency that even when all else seems to be running smoothly, has the potential to make or break it.

    What is that? 

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    Tags: agency resources

    How to Achieve Your End Goal for Your Independent Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Jul 24, 2019 @ 12:00 PM

    You've built your agency  now what?

    As an agency owner, you’ve put in the years of work — sometimes 60-80 per hour weeks. Maybe you even had to spend time away from family to get the thing off the ground just so you could have the lifestyle you want now. I know I did when I started Partners Advantage 26 years ago.

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    Tags: agency resources

    Why More Women Should Become Financial Advisors

    Posted by Lori Fogle on Wed, Jul 10, 2019 @ 12:00 PM

    My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor1. Her response? 

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    Tags: coaching, 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.