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Management

    SUCCESSION PLANNING WITH MILLENNIALS IN MIND

SUCCESSION PLANNING WITH MILLENNIALS IN MIND

Agency Financial Management Yes, Baby Boomers, the Millennials are knocking at your door Whether or not you enjoy coming into the office every day, there’s one simple fact we all have to face: You can’t do it forever. There will come a day when you will stop working. Some insurance professionals plan to keep at it until their bodies and minds give out, but most have at least some image

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    START WITH WHY—YOUR PURPOSE FOR EXISTENCE

START WITH WHY—YOUR PURPOSE FOR EXISTENCE

Beyond Insurance Discover your why to gain enhanced clarity, purpose, and passion A few months ago, I was introduced to  Simon Sinek and his book Start with Why. Sinek, author, motivational speaker, and marketing consultant, has made the foundation of his work the examination of “WHY”—the exploration of who we are and what inspires us to act. By first asking WHY, there is compelling evidence of how much more we

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    If I Were Your Sales Manager: Part II

If I Were Your Sales Manager: Part II

Winning Strategies Accountablility—one to the other In last month’s column, I discussed why so many agencies have low organic growth rates and how I would change that if I were their sales manager. As I explained, acceptable organic growth is often attributable to a skilled sales manager who inspires producer success by mentoring and coaching them. Both agency owners and their producers have to be equally committed to achieving success.

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    TO CHAT OR NOT TO CHAT?

TO CHAT OR NOT TO CHAT?

Industry professionals share their experiences with using online chat for business—and not just with customers and prospects I remember during my latter years    of high school—yes, I’ll date myself here—when my family first got dial-up Internet in our house, and I discovered the concept of online chat, I thought it was amazing to be able to talk in real time with someone on the other side of the country on

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    VIOLENCE IN THE WORKPLACE

VIOLENCE IN THE WORKPLACE

Mitigate risk by recognizing signs of troubled individuals and following best practices during the hiring process Earlier this year (see the April issue of Rough Notes), I wrote an article on the education sector, which contained a section about active shooter coverages. That same month I attended the RIMS conference in Philadelphia, where I heard a session on workplace violence. Since you’re reading about it now, apparently I felt the

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