Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional.

• Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.

• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.

• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.

• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.

​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.

• There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.

• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.

• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.

• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.

• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.

• Focus your time on the three activities that have the highest impact and generate the most income for your business.

• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.

• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.

• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.

• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session