I’m fascinated by the process of evolution. As a kid, I was a dinosaur fanatic, and I was perplexed by the thought of a Stegosaurus (my favorite dinosaur) evolving into a bird. Luckily, I have since wrapped my brain around that. I’ve always thought of evolution as a...
It’s no secret that the competition for client loyalty is intensifying. Pricing, automation and digital tools have leveled the playing field, making retention a key differentiator, not just for service teams, but for the entire business. Retention reflects the...
Is your client acquisition process passive—waiting for the phone to ring in hopes that new clients will find you? Do you have a proactive marketing strategy to consistently attract new clients and drive growth? When was the last time you reviewed your strategic...
Even though most of your employees should be in the baby boomer, Gen X and millennial generations, there could be members of the Silent Generation and Gen Z working together, too. This can be a good thing as cross-generational experience can be beneficial to problem...
If you’ve been paying attention to the news, you may have noticed that the concept of diversity, equity and inclusion is under increasing scrutiny. Critics argue that DEI undermines meritocracy, casting it as a political distraction from core business goals. As a...
Even though most of your employees should be in the baby boomer, Gen X and millennial generations, there could be members of the Silent Generation and Gen Z working together, too. This can be a good thing as cross-generational experience can be beneficial to problem...
The war for talent isn’t slowing down. In fact, a recent Gallup study showed more than half of respondents are actively exploring new job opportunities. So, how do you retain top talent in a market in which employees are rethinking where, how and why they work? The answer lies in offering benefits that meet today’s expectations. Overall, employees tend to prioritize two things: health care and flexibility. However, a well-rounded benefits package also includes mental health, financial stability, time off and growth opportunities.
Starting a business doesn’t just mean putting your name on the map. It means showing up with presence, not just signage. It means listening before speaking, giving before asking, and finding natural ways to embed your work into the rhythm of your local community. If...
Answer this one honestly: Does your agency actively collect and act on feedback from customers and employees? If the answer is no, you’re not alone. Some independent agents gather enormous volumes of feedback, but they fail to follow through. Others shy away from...
Onboarding is your first real opportunity to connect people to your mission, model your values, and build trust with new hires. When done right, it aligns talent and culture while setting the foundation for long-term retention. However, a weak onboarding system...