We all have brand new goals we can’t WAIT to tackle. Many will make a huge push in January and then unfortunately, slip back into the same old patterns of doing business. Would you like to change that? To see a positive difference in your profits and your people this year?

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... 

Last updated: October 2020

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.

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 --

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.

It's a officially a new decade! If you're anything like us, you're looking forward to what's in store but also reflecting a little on the past... Join us as we look back at a few of our top blog posts published in 2019. We were thrilled to see that so many of our posts resonated with you, our readers.

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: 

If you’re putting out fires in your business on a daily basis, you probably don’t have that much opportunity to think long-term. But a long-term plan allows you to achieve more in your business AND can help douse some of the fires you’re currently fighting. However... 

If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market...

If you aren’t quite sure why you aren't where you want to be in your financial practice, I would encourage you to read this post. Because the psychological phenomenon we’re going to discuss may be at the root of that.