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The Rough Notes Company Inc.

Management

    WHAT KIND OF AGENCY ARE YOU?

WHAT KIND OF AGENCY ARE YOU?

Winning Strategies WHAT KIND OF AGENCY ARE YOU? On the podium of agencies, are you platinum, gold or silver? Many names or labels have been attached to independent agencies throughout the years: Mom-and-Pop (a literal description of my parents’ business); Lifestyle (corporate and personal finances are commingled to support a comfortable lifestyle); Plateaued (working hard and doing okay, but clients are coming in the front door and going out the

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    TOP WAYS TO USE CASH IN YOUR AGENCY

TOP WAYS TO USE CASH IN YOUR AGENCY

TOP WAYS TO USE CASH IN YOUR AGENCY Learn how to manage your liquidity and earn top returns If your agency is doing well, you’re likely sitting on some cash that you can invest back into your business. But what’s the best way to use this capital? And how do you decide when to use your own funds versus borrowing from a bank? I often tell agency owners the first

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    Surprise!

Surprise!

LEADERSHIP Surprise! How great leaders take “the unexpected” in stride Toby was a really fun surprise. In a period of two years, we’d lost five pets—something that comes with the territory when you are as active in rescue as my husband Paul and I are. We found ourselves thinking, “Would we be okay with just one dog and one cat?” I have lost count of the times Paul said “Sure!”

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    THE SALES LEADER: EIGHT TACTICS FOR SUCCESS

THE SALES LEADER: EIGHT TACTICS FOR SUCCESS

Beyond Insurance THE SALES LEADER: EIGHT TACTICS FOR SUCCESS Use these approaches to boost sales and create accountability Sales leadership involves creating a vision and direction that define the business development culture in your organization. It includes setting goals, objectives, and top priorities for your firm and empowering those who have sales responsibilities to achieve success. The creation of a sales culture is ultimately the most important thing a firm

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    BUILDING A HIGH-PERFORMING TEAM

BUILDING A HIGH-PERFORMING TEAM

Management by Coaching BUILDING A HIGH-PERFORMING TEAM How you may be undermining teamwork without even realizing it Assembling a team of talented, knowledgeable,  ambitious individuals is one thing. Creating a dynamic where they can work together to tackle the organization’s toughest challenges and fully commit to a common direction is another. Leading teams is tough. Team members come from different disciplines in the company, each with its own priorities and

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