Hey agency owner — are you protecting your partnership?
Are you protecting your partnership? No one buys homeowners insurance because they actually expect to have a fire at their house. But they know if they want until there’s a fire, it’s too late. So, on the very first day [...]
Hey agency owner — measure what matters
Want more money in your pocket -- measure what matters. Many agency owners want their agency to be more stable, more profitable and more predictable. The truth is -- you can have all of that but it doesn't happen by [...]
The Biggest Challenges Agencies Face Today with Michael Farmer
Running or owning an agency is not easy. And it seems that these agency problems and challenges are getting tougher to face every year. Many agencies are watching their workloads grow while their fees and profits seem frozen in time. My [...]
Hey Agency Owner — Ask Better Interview Questions
I was co-teaching a workshop on managing a multi-generational agency this week and one of the topics we covered was "interview questions for millennials" but I'm here to tell you -- these are killer questions for candidates of any agency [...]
Hey Agency Owner — Employees Need Clarity
If you’ve been struggling to work with some of your team members, odds are you have not embraced the idea that employees need clarity. Truth be told — most agency leaders struggle with this, especially if they are offering constructive [...]
How Many Clients Can an Account Executive Manage?
One of the questions I get from agency owners all the time is "how many clients can an account executive manage?" On smaller accounts or where you don’t have multiple levels of AEs working on the same client, it’s pretty [...]
Hey Agency Owner — Do You Have a Handle on Your Agency’s Financial Picture?
Do you have a reliable, regular handle on your agency's future and agency financial picture? On any given day – agency ownership is akin to riding a roller coaster – the highs are exhilarating and the lows are terrifying. While [...]
Hey Agency Owner — Are Your Prices Competitive?
How does your pricing align with other agencies? What KPIs are other agency owners tracking? What should my profit margin be? How many clients do I need to make $X per year? What sources generate the best leads? These are [...]
The 4 Most Common Financial Mistakes that are Costing Your Agency Money
Whether you like it or not, there are several financial mistakes being made in your agency today that are costing you money. You’re in business to make money, so every step you can take to prevent these mistakes is worth [...]
Building Your Business for the Future with Jason Swenk
One of the goals of many agency owners is to build a business that has enough value that someone will want to buy it from them down the road. If you got a call with a cash offer for your [...]
