In this episode you will learn that if you ask your clients what they really want you won't ever have to talk to them about life insurance. And that's good because most of your clients don't want to talk to you about life insurance.

Also I will share a dramatic way to present the need for life insurance. If you have questions and/or suggestion please email me at  [email protected]

Also my book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Remember don't keep my podcast a secret ,,,

In this episode I share why I believe life insurance was the most important coverage I offered my clients. And because life insurance was not a required coverage I believed I had a real obligation to make a sincere attempt to convince my clients his family needed to be protected.

I will also share with you some of my mistakes and a few of the things I think I got right when I discussed life insurance with my clients.

If you have questions and/or suggestions or would like a copy of, My three reasons why I bought and continue to pay for life insurance Please email me at [email protected]
My book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

In this episode I share why I believe that any success I may have had would have been impossible without the help of hard working staff who bought into my vision for my agency.

• You will learn the difference between a Transactional and an Irreplaceable CSR.
• You will learn why staff "buy in" is essential to your success.
• I will share why "position contracts" make more sense than job descriptions.

Email me at:  [email protected] ... If you have questions, comments or suggestions
or if you would like a copy of the papers I discussed in my podcast ...

* So You Want An Irreplaceable CSR
* Ideas On How To Be An Irreplaceable CSR
* Standards/behaviors Inherent For All Agency Positions
My book, Your Time,Your Goals and Your Identity is available on Amazon
https://outskirtspress.com/yourtimeyourgoalsyouridentity

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Remember don't keep me a secret!

In this episode I share why I believe The Financial Risk Review is the single most important service you can offer your clients.

You will learn...

• Why reviewing risk makes more sense than reviewing policies.
• why and how you should start a consistent, on-going Financial Risk Review Program.
• How to convince your clients to meet with you face to face for their Financial Risk Review.

If you have questions or comments or if you would like me to email you the forms I discussed in this episode you can email me at ...  [email protected]

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share why xdates are the most effective way to grow your agency.

Xdates will...

• Give you a real opportunity to build a relationship with your prospect before you quote your price.
• Make your prospect feel a sense of urgency
• Forces your prospect to compare your current premium with his new premium.

If you have questions, suggestions or concerns please email me... [email protected]

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book. Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In This Episode You Will Learn How Action Plans 

• Can solve the problems and/or frustrations your agency encounters.
• Can put the "how to" into the meaningful goals you set.
• Can develop the systems you need to manage your agency.

You will also learn how to use the "Action Plan Template" to create effective action plans.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Don't forget to email me if you want a copy of the two action plans I used as examples in my podcast.     [email protected]

My Book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share ideas that will help you make your agency unique. You will learn how the story you tell and the promises you give, if delivered with passion and sincerity will keep you in the game even if your price can't. I will share with you:

•  An outline that will help you develop your own unique story.
• That price is only one of the four currencies important to your clients.
• How to effectively use the "On A Scale Of One to Ten" presentation.

Please share how you make your agency unique ...

If you have comments, questions or suggestions please contact me
Email      [email protected]
Phone    503.649.9870
Website www.simplifyagencygrowth.com

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.
Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

My book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

If we all have only twenty-four a day, why does it seem like some people can accomplish so much more than the rest of us? How is it possible they easily do all the things we never seem to have the time to do? The only possible answer is they do a better job managing the same time we all have. I believe our ability to manage time is directly related to how successful we can be. If that's true, and I believe it is, our number one priority must be to do a better job controlling our day.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

**  Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share ideas that can help you not only have but achieve meaningful goals. 

The five "must do's" if you are serious about your goals.

• You must know where you are today.
• you must only choose goals that excite you and your staff.
• You must know how you are going to achieve your goals - Action Plans,
• You must make yourself accountable.
• You must stay focused on what you need to do to reach your goals.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

My book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share how important attitude is to acquiring the skills needed to achieve agency growth.

Skills Discussed

• Being Competitive
• Being Enthusiastic
• Being Open to Advise
• Being a True Believer in Yourself
• Having Fun

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity   

My book, Your Time, Your Goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity