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Appealing to Millennials Part 2

Aug 27, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure, RIA Firm, RIA Firm - Sell/Succession, RIA Firm - Working Capital, RIA Firm Acquire Buy, RIA Firm Debt Restructure

Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ...
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Appealing to Millennials Part 1

Aug 22, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure, RIA Firm, RIA Firm - Sell/Succession, RIA Firm - Working Capital, RIA Firm Acquire Buy, RIA Firm Debt Restructure

Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these...
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Planning Success

Sep 12, 2018 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...
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Steep rise in Mergers & Acquisitions in 2018

Aug 22, 2018 | MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession

According to the new U.S. Financial Services Deals Insights Q2 2018 report from PwC – the value of mergers and acquisitions in the insurance industry rose steeply for the first half of 2018. They reported 247 announced deals in the insurance sector with a total...
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Succession Leadership Roadmap

Dec 12, 2017 | Insurance Agency, Insurance Agency - Sell/Succession, MGA/Broker, MGA/Broker - Sell/Succession

He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s...
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GenX in the C-Suite: How this once-overlooked generation is making a move for the top

Dec 12, 2017 | Insurance Agency, Insurance Agency - Sell/Succession, MGA/Broker, MGA/Broker - Sell/Succession

One leadership group that is poised to jump to the forefront as the Baby Boomer generation retires is Generation X. Born between 1965 and 1980, this once-ignored and underappreciated generation has slowly emerged to take over the C-suite. With multi-generational teams...
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