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The Rough Notes Company Inc.

Management

    LEARNING TO TRUST

LEARNING TO TRUST

Increase loyalty, performance, and job satisfaction When we found Luke at our Walk to Emmaus church camp, he was clearly a dog who had been loved but lost. He had been on his own long enough that he was scared to death, but not long enough that he was emaciated. As he was lying on the doormat outside the conference room, he and I made eye contact. He watched me,

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    GETTING IN ON THE ACTION

GETTING IN ON THE ACTION

How your organization can benefit from new opportunities in the employer channel The non-stop change and disruption taking place in the benefit space shows no sign of slowing this year, especially with the possible retooling of the Affordable Care Act (ACA) on the horizon. However, some potential shifts could be good news for those of us in the benefit space. There is no doubt that greater government oversight of medical

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    PERMANENT LIFE INSURANCE: A POWERFUL FINANCIAL TOOL

PERMANENT LIFE INSURANCE: A POWERFUL FINANCIAL TOOL

How to get customers to think differently and recognize the myriad benefits of life insurance When it comes to life insurance, most people don’t know if they need it, or they don’t know how much they would need if they were to purchase it. Sadly, insurance agents aren’t always a big help. In my 27 years of training insurance professionals, I’ve found that most agents lack a clear, consistent system

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    THINKING THE UNTHINKABLE—PREPARING FOR THE BLACK SWAN EVENT

THINKING THE UNTHINKABLE—PREPARING FOR THE BLACK SWAN EVENT

Risk Managers’ Forum In catastrophic situations, new options have to be considered continually; sticking to a plan that doesn’t fit the circumstances won’t work In the first century CE, black swans were believed not to exist. They lived in the popular imagination as a metaphor for something unknown—until a black swan was sighted in the late 1600s. This caused a sensation in Europe, where the “all swans are white” adage

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    THE REGIONAL BUYER’S COMPETITIVE ADVANTAGE

THE REGIONAL BUYER’S COMPETITIVE ADVANTAGE

ACQUISITION ACUMEN Local and regional buyers can compete on deals where they solve problems that national competitors cannot I was talking to an agent at MarshBerry’s 360 seminar recently when the topic of acquiring agencies came up. He’s looking to acquire firms and was running down his wish list when it struck me how routine his appetite was: strong organic growth, committed principals who want to remain in place, specialized

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