business relationships

Articles tagged with business relationships


Agency Owners And Consultants: A Win-Win Relationship

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AGENCY OWNERS AND CONSULTANTS: A WIN-WIN RELATIONSHIP by Edward Curry Perceptive agents never lose sight of what makes their agencies succeed. Sooner or later, most...

Agency-Company Relations: Stand By Me

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AGENCY-COMPANY RELATIONS: STAND BY ME by Brenda French What do your companies want and how can you give it to them? In working with your companies, the first quest...

Agents And Clients: Closing The Gap

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AGENTS AND CLIENTS: CLOSING THE GAP by Emily Huling Agents and clients have different priorities. A recent Independent Insurance Agents of America study revealed that 59% of Personal Line...

Can You Do Business At A Family Event?

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CAN YOU DO BUSINESS AT A FAMILY EVENT? by Bill Cates You can - but be very careful! If your friends perceive you as trying to do business at a wedding, it could hurt your chanc...

Communicate The Right Way

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COMMUNICATE THE RIGHT WAY by Emily Huling Technology tools can present problems when theyre used carelessly. Some people dont use the most appropriate communication tool f...

Direct Customer Communications: Winning Strategies And Lost Opportunities

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DIRECT CUSTOMER COMMUNICATIONS: WINNING STRATEGIES AND LOST OPPORTUNITIES by Richard Barry Ever feel like youre talking to a brick wall because no matter what you try, you just can...

Divorce And Agency Value: Separating Goodwill

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DIVORCE AND AGENCY VALUE: SEPARATING GOODWILL by Roy Phillips In my agency valuation work with agents and their spouses in divorce cases over the past 15 years, the issue of profe...

Do You Have A Game Plan For Center-Of-Influence Referrals?

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DO YOU HAVE A GAME PLAN FOR CENTER-OF-INFLUENCE REFERRALS? by Bill Cates Rob Knapp, founder of the Supernova Consulting Group, has helped hundreds of successful financial advisors take th...

Do You Have A Google Presence?

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DO YOU HAVE A GOOGLE PRESENCE? by Bill Cates When someone tells you about a resource (person, store, vendor, service, etc.) do you Google them first? I know I do. When othe...

Don’t Go Too Far When Asking For Referrals!

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DONT GO TOO FAR WHEN ASKING FOR REFERRALS! by Bill Cates After reading a new book on referrals, I was shocked! The author opened with a story of an occasion when he asked for refer...

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