Management
FUTURE-PROOFING YOUR CAREER
Must-have skills for the new world of work There is no doubt that AI will replace humans. Humans who understand...
LANGUAGE AND THE RENEWAL PROCESS
Renewal and relationship are not one and the same must frame our conversations with clients in a way that supports...
HARVEST THE FALL: TURN REFERRALS INTO REVENUE
High-leverage moves to finish the year strong and “plant seeds” for a successful spring If you’re not proactively checking in...
BE PRESENT. SHOW UP. BUILD COMMUNITY.
The power of local philanthropy for independent agents do not need a huge platform or a million-dollar budget to make...
INTENTIONAL RETENTION
Planning, measuring, recruiting, getting organized, communicating Why be intentional about retention? It starts with caring about clients and results...
