Curriculum
Self-Actualization
Balancing the personal and professional aspects of life
Determining self-importance and career-impact of real and perceived values and character
Charting a clear pathway to your individual success along with a personal brand
Establishing critical career goals that will measure and document your success
Learning the art of leadership, not as an anointment, but as respectfully earned
Agencies unable to develop exceptional people, will perish
Agency Growth
Developing, nurturing and retaining a dynamic sales team
Creating realistic sales goals governed by real accountability, compensation and incentives
Retaining customers utilizing sound relationship building techniques and tools
Affecting mutually worthy bonds with your best carriers
Learning the art of acquiring the right skills before one acquires the wrong agencies
Agencies unable to achieve net new growth, will perish
Employee Profit
Training their staff to recognize the labor and loss intensity of their respective customers
Utilizing consistency to execute profit center performance
Training profitable staff to recognize customer labor and loss intensity
Understanding and embracing the essential importance of servicing cost per dollar
Learning the art of leveraging variable costs to assure profitability
Agencies unable to exceed obligatory profitable, will perish
Collective Prosperity
Institutionalizing an agency mind-set that achieving goals drives value and survival
Identifying, engaging and incentivizing stakeholders toward a common purpose
Implementing staff recognition programs that inspire value added performance
Governing plan execution, capital utilization and return upon owner equity
Learning the art of compelling equity enhancement
Agencies unable to create prosperity, will perish
Ownership Perpetuation
Grasping: Perpetuation is not simply an Important thing; it is instead the Only Thing
Grasping: In the perpetuation process the employees have but one customer, the owner
Grasping: Perpetuation is an on-going process; not an event
Grasping: Leadership, culture and values must also transfer
Grasping: Owners sell failures, but perpetuate successes
Learning the art of creating a perpetuation machine
Agencies unable to perpetuate, will perish