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Search results for: agency management

Leadership coaching (with or without potential succession options)

Your leadership-level employees are the backbone of your agency. Ideally, they allow you to step away from the day-to-day and actually do your job. They also free you up to travel without being chained to your phone. And for some of you – they’re literally your future in terms of selling your agency someday down the road. But how do you get them to that level? Moving from an employee to a leader is a journey and most employees need a guide to make that transition. It’s certainly some skills learning but even more than that, it’s about: Vision for their own growth, their department’s growth, and the agency’s evolution The ability to inspire and lead The ability to grow and nurture talent Clarity of their role and how they can contribute to the agency’s success Confidence to lead Odds are your leadership-level employees are very good at their core competencies. But making the leap to leading is all about the soft skills. Our leadership-level one-on-one coaching helps you assess whether your employee can level up to be the leader you want them to be and if that’s the case – be their Sherpa. Here’s how it works: We meet with the agency owner to understand the vision and hope you have for the employee We meet with the employee to explore their goals and vision for their future We run the employee through our agency-specific assessments to measure their behaviors, motivations, and competencies. We look at their leadership potential (through the assessment) We identify the key growth areas for the employee to get them ready to fully embrace their leadership role and work with the employee to help create action plans to fill in [...]

October 23rd, 2021|

AMI member only webinar: Doug Kauffman

Here are the assets from the AMI member-only webinar with Doug Kauffman (Kauffman CPA) on cash flow management.  Doug's contact info is also below. Video replay: https://youtu.be/XK9-eAN9QFQ   Download Doug's deck Download the spreadsheet Doug referenced Phone: 717.951.3511 Web: www.kauffmancpa.com Email: [email protected]

October 19th, 2021|

There’s a reason why most people do not own agencies

I know it’s a rare individual who can weather the rocky road that is agency ownership.  After spending more than a decade working with over 250 agencies a year (and doing it for my own agency for 25 years) I know it’s not easy.  The highs are glorious and nourishing.  But the lows — man, do they suck.  Whether it’s a tough streak of new business losses, a spiteful review on Glass Door, or an accounting error that impacts your taxes — it can be disheartening during those rough patches. One of the traits I admire most about agency owners is your tenacity. No matter how tough things are at the moment, you know that there’s a better day ahead and you are willing to power through to get here.  The reality is, like all businesses, there are cycles or seasons.  No agency is always on top.  No agency bats 1000.  But what stands out to me is how agency owners show up even when they are scared, hurt, or frustrated.  You refuse to be beaten back.  It’s a rare and potent combination of optimism, tenacity, and as my mom used to accuse me of often — sheer bullheadedness.  But it works. I will never forget the agency owner who stood in front of her peers at a network meeting and announced that they just been handed loss #12.  Her frustration was so palpable.  She finally exploded and said, “we just need a f’ing win.  I don’t care who it is or what it’s for.  But we need it.”  If you’ve owned your agency for more than three years, you know what she was going through.   Flash forward a year later.  Her agency was [...]

October 15th, 2021|

Salary Survey 2023

For over 20 years, we’ve conducted the AMI Salary and Benefits Survey. The 2023 Survey Report has just been completed and is available for purchase. In this report, you will be able to review salaries by position nationally. You can also review salaries by agency size, and by region of the country. In addition, compare how you’re handling benefits, time off, bonuses and other compensation elements compared to the 2,382 agencies who completed the survey. Don’t make these important decisions in the dark. Download our 37-page report today. Purchase the AMI 2023 Salary & Benefits Survey Report for only $99

October 11th, 2021|

How culture influences brand with Mark Miller & Ted Vaughn

“Culture” and “Brand” are two concepts that are often thought about and discussed as completely different topics. We don’t often consider how one might not only affect but define the other. But the truth is, they are very much the opposite sides of the same coin, if that coin represents the calling card for your agency or your client’s company. […]

October 11th, 2021|

Tips for Tracking and Measuring Marketing Results

Marketing campaigns take a lot of work. From scoping and strategizing to executing and reporting, even small campaigns can involve multiple moving pieces and lots of planning.  With so much work involved it’s important to understand if those efforts have been successful or if they need to be reworked for next time. No one wants to tie up resources in campaigns they’re not confident will get results. Whether that’s new email addresses, brand exposure, or new leads, implementing the right tracking from the start will make repeating winning campaigns a breeze.  5 Tips for Measuring Marketing Results Setting yourself up for success starts long before any campaign assets have been created. Understanding what will need to be tracked and how is the first step in tying tracking back to marketing. Ensuring there is a process in place for planning campaigns can help avoid any loopholes in tracking. Tie in these tips when creating your strategic process and you’ll be good to go! 1. Establish Your Goals Upfront The hallmark of any good marketing campaign is having established goals right from the start, along with measurable Key Performance Metrics (KPIs) for those goals. When it comes to setting a marketing goal, there are usually only a handful of options. The goals are usually one of three things: lead/sales generation, brand awareness, or fan base growth.  Unfortunately, there are many metrics that will help track any of these three broad goals. Deciding which marketing performance metrics are the best for a campaign will come down to the details. For example, working to increase email signups probably means that the most important metric to track would be growth of the email list. However, if you’re using a freebie [...]

September 27th, 2021|

The world of neuro-marketing with Dan Russell

The world of neuroscience might seem like an odd place to seek out powerful marketing tactics, but there’s no denying that effective marketing isn’t just about being great creatively. Art might draw attention, but human nature and how our mind works is what inspires the buy. Understanding neuro-marketing and what triggers the mind of an audience can only improve the rate of success. […]

September 27th, 2021|

Creating an “I’ll be back” client experience with Shep Hyken

No one needs to tell you that it’s easier and more cost-effective to keep existing clients rather than continuing to hunt and pitch for new ones. There’s an obvious need to genuinely nurture these relationships, but oftentimes this advice is more theory than tangible. It’s rare to find a clear game plan for creating lasting change that is simple, even if it’s not always easy. This conversation sheds light on that challenge and how to solve it. […]

September 20th, 2021|

When was the last time you sent flowers?

I read a statistic once about the frequency of floral deliveries in relation to the length of the relationship and as you might imagine, the longer the relationship had been around, the less often flowers got sent. It was an old article in Psychology Today and the point of the article was that in the mind of the sender, because he/she had been sending flowers for so long and because the relationship was stable — they viewed the flowers as less significant. Interestingly — from the recipient’s side of things, the exact opposite is true. The longer the relationship had been around and the less turbulent it was, the more the flowers meant because they were sent from the heart with no agenda other than to express the sender’s affection. The fact that they are frivolous and serve no functional purpose was part of the significance, from the receiver’s point of view. The article went on to talk about how during the courtship, gestures like sending flowers is almost expected. But once you’re an old married couple (I am paraphrasing) they’re more special because it’s not expected anymore. A few years ago, in one of our Agency Edge research projects, we identified that one of the triggers for a client to start being susceptible to another agency’s advances is because they feel like we don’t appreciate them anymore. We take the relationship for granted. When we were chasing after them — they got all of our time and attention. And we did it for free! But in many cases, they don’t feel our desire or love for them as much anymore. We don’t send flowers or write them love sonnets like we did in the [...]

September 10th, 2021|

Speaker Slides and Videos

Speaker Slides and Videos The 2021 Build a Better Agency Summit content is no longer available. Don't miss out - register for the next Build a Better Agency Summit today! Speaker Slides and Videos Jay Baer Session: How to Make Something Out of Nothing Click here for Jay's Slides Adam Carroll Session: Building Wealth OUTSIDE Your Business - The 10 Year Freedom Plan Click here for Adam's Slides Robin Boehler Session: David Versus Goliath: Pitching & Winning Against Bigger Agencies Click here for Robin's Slides Drew McLellan Session: Honestly, Drew has no idea yet...but it will be good! Liz Nead Session: You Can’t Say That! Strategies to master diversity in a new decade Click here for Liz's Slides Joe Pulizzi Session: Build to Sell Click here for Joe's Slides Paul Roetzer Session: The Intelligently Automated Agency: How AI and Machine Learning Can Transform Your Business Click here for Paul's Slides We're very sorry to report that Paul's video data had become compromised and will not be available. Robert Rose Session: Building The Practice Perfect: Content Marketing For Agencies Click here for Robert's Slides David Tobin Session: Will I be able to retire after I retire? (How your agency will be valued & what you can do today to increase [...]

September 10th, 2021|

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