Page 8 of 16 · 311 total
09/04/2021 · 5 min read
Robin Sharma's four interior domains are Mindset (beliefs and self-talk), Heartset (unprocessed emotion that distorts decisions), Healthset (sleep, nutrition, movement that drive cognition), and Soulset (purpose and meaning behind the work). All four compound or all four leak. Most operators work on one and wonder why strategy doesn't land.
08/30/2021 · 5 min read
Apply Michael Jordan's excellence standard to insurance: practice like you play (record and review your calls), study tape when you're winning, make your own standard non-negotiable, and treat every loss as data. Standards that flex with circumstance aren't standards.
08/30/2021 · 5 min read
Apply the Jordan standard to your agency by isolating one specific metric (close rate, retention, average premium), designing deliberate work on that one gap, refusing to settle for 'pretty good,' and building a culture where the owner models the standard before demanding it from the team.
08/23/2021 · 5 min read
Agency momentum turns into a runaway train when activity keeps running while results decline. Watch for the gap between effort and output. Block a 90-minute solo strategic review every two weeks, look at close rate, retention, and producer numbers, and make one stop, start, or change decision.
08/21/2021 · 5 min read
Calculate true customer lifetime value (average tenure, premium, cross-sell, referrals) and let it set your acquisition spend. Transition from founder-led to team-led by giving real authority and then standing back. Control and scale are incompatible, design instead.
08/20/2021 · 5 min read
Hold conviction during evidence gaps. Culture takes 18 months to show in retention; marketing investments take six months to compound; staff development pays out in years. Keep the destination constant and adapt the route. Doubt projected by the owner becomes the team's ceiling.
08/16/2021 · 5 min read
Bold moves in an agency are rational when you size the downside before you swing. Identify the worst realistic outcome, confirm you can absorb it, then fully commit. Half-commitments produce half-results. The riskiest path is chronic caution dressed up as prudence.
08/13/2021 · 6 min read
When a client says the price is too high, they usually mean one of three things: the rate change feels jarring, they found a lower number online, or they need to feel the value. Each version has a different response. Folding on coverage or delivering a defensive monologue are wrong.
08/09/2021 · 5 min read
Stop being the answer person by writing one-page decision frameworks for the five questions your team asks you most, telling staff to bring decisions instead of questions, and backing their judgment even when the outcome isn't perfect. The dependency is what's capping your growth.
08/02/2021 · 5 min read
Building lasting legacy in insurance means three things: enterprise value the agency holds when you step back, client relationships maintained by the system instead of your phone, and staff who become better professionals because they worked for you.
07/30/2021 · 5 min read
An agency manifesto replaces generic mission-statement language with specific behavioral commitments that filter hiring, guide daily decisions, and communicate to clients what you actually stand for. Write it from your real decisions, not from what sounds good.
07/26/2021 · 6 min read
Insurance agents self-sabotage in three predictable ways: procrastination dressed as preparation, success anxiety that resets production to comfortable levels, and perfectionism that blocks every launch. The fix starts with naming one stuck project and taking the smallest possible next step inside 24 hours.
07/23/2021 · 5 min read
Three lessons that hold an agency owner together over a decade: distinguish what you can control from what you cannot, invest in your personal relationships because your emotional state runs your business, and stay genuinely curious because humility compounds faster than overconfidence erodes.
07/22/2021 · 5 min read
Sell the meaning behind the coverage instead of explaining the product. Earn referrals by becoming the agent clients tell stories about. Build a real expertise-first niche from industries you already know. One prepared client call per week compounds into retention and warm introductions.
07/21/2021 · 6 min read
Run your agency like an instrument-rated pilot: trust the KPIs, run pre-flight checklists on critical processes, build deep specialization that resists commoditization, and eliminate single points of failure so the agency keeps flying without you in the cockpit.
07/19/2021 · 5 min read
Run client experience like Disney runs the parks: filter every decision through Safety, Courtesy, Show, and Efficiency in that order. Audit every touchpoint (hold music, auto-replies, renewal calls), build anticipatory service, and use the client's name on every call.
07/09/2021 · 5 min read
Top P&C agents stop selling and start understanding. They lead with questions about the prospect's life, not their coverage. Defenses stay down, the prospect articulates the need in their own words, and the close, the policy size, and the referral rate all climb.
07/05/2021 · 6 min read
Track your time in 15-minute blocks for one week and categorize every block. Most agency owners discover they spend 30 to 90 extra minutes a day in low-leverage work. Identify your only-I-can-do-this activities, migrate everything else to staff or automation, then protect the high-leverage blocks on your calendar.
06/28/2021 · 6 min read
Mastering the mental side of agency ownership means working three patterns: the control trap (delegating without losing identity), urgency addiction (protecting three to five strategic hours weekly), and the lone wolf mentality (joining a peer group or hiring a coach).
06/25/2021 · 5 min read
Build an agency that thrives on change by diversifying lead sources, reviewing dependencies quarterly, treating learning as infrastructure, and holding current systems with an open hand. Disruption concentrates market share toward the prepared.
