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The Rough Notes Company Inc.

Management

    BUYER BEWARE … AND PREPARED

BUYER BEWARE … AND PREPARED

Agency Financial Management Due diligence is a critical component of acquisitions They emerged from different centuries, but they’re both timeless pieces of advice. Caveat emptor, let the buyer beware, first appeared as guidance in marketplaces during the Middle Ages, where the message reminded purchasers to make careful choices. Be Prepared was coined by Robert Baden-Powell in 1908 as the motto for the Boy Scouts, and it continues to urge Scouts

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    YOUR SALES FUNNEL’S ALL WRONG. AND HERE’S WHY

YOUR SALES FUNNEL’S ALL WRONG. AND HERE’S WHY

Beyond Insurance When you turn your sales funnel upside down, it’s easy to envision each stage of the sales cycle as a path up a mountain—a path with numerous steps We need to develop a path that not only leads some prospects to a final sale, but we also need one that appropriately identifies, qualifies, and eliminates prospects along the way, depending on their predisposition to purchase the final product

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    Taking your Agency’s Marketing to the Next Level

Taking your Agency’s Marketing to the Next Level

Tactical Tech Make lasting first impressions with consistent design elements and logos Have you ever logged onto the Internet, social media, or another digital platform and had a brand jump out at you the moment you saw it? Major brands such as Apple, Nike, and McDonald’s have pushed their products and services to an entire new level through the power of their brand. Your agency can do the same. In

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    CRITICAL HR CHALLENGES FOR SMALL BUSINESS CLIENTS: THE SEQUEL

CRITICAL HR CHALLENGES FOR SMALL BUSINESS CLIENTS: THE SEQUEL

The Innovative Workplace More ways agents and brokers can help clients by understanding HR best practices and encouraging clients to adopt them Helping small and medium-sized businesses (SMBs) with human resources challenges is an important role for agents and brokers. SMBs need to get human resources issues right, but they often lack staff and other resources larger businesses may possess to keep them on top of the ever-changing employment landscape.

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    HIGH-TECH MACHINES REQUIRE HIGH-SKILLED WORKERS

HIGH-TECH MACHINES REQUIRE HIGH-SKILLED WORKERS

To the Point Help your clients recruit and retain qualified employees Ask a business owner to name the top risks   to his or her business, and many will tell you it’s a severe shortage of quality workers. They just can’t find people with the skills required in a high-tech workplace. Some employers have told me they are turning down work because they can’t meet the demand because of lack of

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