Tag: management

Renewal and relationship are not one and the same must frame our conversations with clients in a way that supports ...

High-leverage moves to finish the year strong and “plant seeds” for a successful spring If you’re not proactively checking in ...

The power of local philanthropy for independent agents do not need a huge platform or a million-dollar budget to make ...

  Planning, measuring, recruiting, getting organized, communicating Why be intentional about retention? It starts with caring about clients and results ...

While E&O doesn’t address every concern for a contractor, it does speak to many common ones At some point, an ...