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Sunday, September 25, 2011

3:00 PM - 4:00 PM
Track: 09/25/2011 View Track

ADVISER/BROKER PRE-CONFERENCE WORKSHOP B: THE SEVEN AGENCY SUCCESS FACTORS

Experience working with hundreds of insurance agencies across the country has been distilled down into seven key factors that control the success of any agency.  Like the gears of a machine, they work together to produce serious growth in sales, the size of the book, and profits. 

In this presentation, agency consultant Nelson Griswold will reveal how, when all seven gears mesh together and are turning in concert, the results are multiplicative, as each success factor enhances and strengthens the others.  

  1. Personal Development
  2. Strategic Planning
  3. Agency Operations
  4. Lead Generation
  5. Prospect Conversion
  6. Client Maximization
  7. Evaluating Your Business

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