Event Archives
If you missed one of our events, feel free to download recordings and slide presentations to benefit from valuable resources for your insurance agency business.
Webinar: How Financial Professionals Can Harness
the Power of Social Media to Increase their ROI
> Webinar video - Coming soon! > Slide presentation - Coming soon!.
In this increasingly competitive and fast-paced profession, if you want to attract quality leads and keep your business on the leading edge, a strong social media strategy is a must. Social media is fundamentally changing the way people communicate, and you cannot afford to be left behind. Social media strategist and expert Amy McIlwain shares her proven system and show you how to capitalize on the power and influence of social media:
- Incorporate LinkedIn, Facebook, blogs, and Twitter into your marketing and communications.
- Reach and communicate with your ideal audience—an audience already using technology.
- Use the right marketing language developed specifically to insurance and financial professionals.
- Position yourself as an expert and increase referrals, awareness, and retention.
- Leverage all of these tools to earn more money and grow your practice.
- Advance your brand with social media in a compliance-friendly manner.
Webinar: Evolve or Die - Recognizing Consumer Behavior to Survive
> Webinar video > Download slide presentation
It’s a jungle out there. Agents need to evolve or die. More than ever before, current consumer behavior demands that agents adapt to the way consumers want to buy insurance, build relationships and communicate. Unless agents understand consumers' needs and desires and learn to create value, they will become extinct. During this session, Mike D'Arelli, Executive Director of American Agents Alliance, covered the following topics:
- Embracing change and client behavior
- Statistics of consumer behavior
- Selling versus taking orders
Webinar: Building Value in Your Agency
> Listen to recording > Download slide presentation
As a follow up to our last Webinar, “The Exit Strategy: Selling your Insurance Agency,” Oak Street Funding and Agency Brokerage Consultants delivered a webinar focused on the topic of building and increasing the value of your agency.
- Defining your marketing model
- Building a sales culture
- Creating a well-oiled machine
- Managing your financial model
- Seeing it in black & white – case studies of real world agency sale transactions
Webinar: The Exit Strategy
> View recording > Download slide presentation
With so much instability in the US economy and rapid change occurring almost daily, many agency principals are wondering: What is the current market value of my agency and when is the best time to implement a sale? Oak Street Funding, in conjunction with Agency Brokerage Consultants, shares:
- Reasons why you should develop an exit strategy from your agency.
- How to develop an effective exit strategy.
- How to understand the impact of market conditions on value.
- What you can do to enhance your agency’s value.
- What makes one buyer different from another buyer.
Michael Mensch of Agency Brokerage Consultants shares the keys to successfully selling an insurance agency. Michael is a Certified Business Intermediary with rich experience in the valuation and sale process. His in-depth knowledge of the insurance market and what it takes to get a deal done can help you make tough decisions about selling your agency business.
Webinar: 5 Steps Agents Must Take in Search Engine Optimization
> Recording: coming soon > Slide presentation: coming soon
- What is SEO
- Why agents must do SEO
- What free tools are available
- Tips on optimizing your content
NOTE: Potential borrowers are responsible for completing their own due diligence on acquisitions. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials in this paper are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this paper, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.