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RELIEVE THE LIFE OF A CSR by Grace Bauer 'If it aint broke, dont fix it.' Grace Bauer would probably tell you that this is the wrong approach to take with your staff. In this docum...
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THE CLIENT-FOCUSED PRACTICE ITS ALL ABOUT PEOPLE by Michael Lovas During months of extensive research into what makes an advisor succeed, were discovering several si...
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ESOP Dear (Customer Name): When employees become owners, profits rise, morale increases, and company sales increase. That's the scenario according to Employee Stock Ownership Plan (ESOP). Studies ...
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SAMPLE LIST OF DESIRED BEHAVIOR How to Be An Excellent Employee 1. Understand that all relationships require trust, direction, communication and commitment to be successful. 2. K...
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THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...
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TARGET BOP PROSPECTS Dear (Customer Name): Imagine designing the perfect Business insurance policy. You'd probably insist on: A comprehensive, inclusive policy with no loopholes. ...
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RISK MANAGEMENT: MAXIMIZE GOOD AND MINIMIZE BAD by Mike Manes Risk management provides a powerful tool for serving your clients and growing your bottom line. Every per...
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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”
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TIE IN WITH AN INSURER Dear (Customer Name): You know the pride involved in being an independent business owner. It took courage and foresight to forge your own business, and you did it. But it's ...