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The Rough Notes Company Inc.

Management

    PROTECT YOUR CLIENTS FROM BEING THE NEXT HEADLINE

PROTECT YOUR CLIENTS FROM BEING THE NEXT HEADLINE

The Innovative Workplace Best practices to ensure sexual harassment law compliance and a safe work environment The volume of public allegations of sexual harassment and sexual assault, fueled by high-profile women honored as Time magazine’s 2017 Person of the Year—The Silence Breakers—and individual social media posts (#MeToo), continues to ripple through businesses, our government and our society. The impact of these revelations has prompted forced resignations, public firings, legal action

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    ESSENTIAL QUESTIONS FOR AGENCY OWNERS: PART 2

ESSENTIAL QUESTIONS FOR AGENCY OWNERS: PART 2

Winning Strategies   Deliver on your promises to clients while growing your revenue and profit Last month I outlined some of the essential questions that agency owners need to answer in order to grow and become more profitable. I conclude that discussion this month with additional questions agency owners should be addressing as part of their overall agency plan. [P]roviding an annual services calendar and stewardship report has to be

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    A LOOK IN THE MIRROR

A LOOK IN THE MIRROR

Mangement by Coaching If you want to improve results, start by examining your own behavior Research shows that working  environment accounts for somewhere between 20% and 30% of business performance. About 60% of how employees perceive their  working environment is traced to the actions  of one person: the leader. Whether you answer to a board of directors, a demanding boss, or yourself, the pressure to achieve better and better results

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    WHEN TO QUIT

WHEN TO QUIT

LEADERSHIP Everything changed the night Sadie came in Sadie was not my cat. She belonged to my brother, Al, who had to let me keep her when he joined the Navy—at age 33—after 9/11. But that’s another story. Al found Sadie when she was just a few weeks old, crying under a bush near his apartment in Florida. She wasn’t ours. But we loved her, and I think she came

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    EMBRACING NEW TECHNOLOGY …  AND NEW RISKS

EMBRACING NEW TECHNOLOGY … AND NEW RISKS

Agency Financial Management Failing to keep pace with the times will result in defeat If I asked you to list five industries that you thought were particularly innovative, or that attracted innovative people, I’m fairly certain you wouldn’t include insurance on that list. Even if I broadened it to the top ten, our industry probably still wouldn’t make your cutoff. Case in point: When I asked the kids in the

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