How to Perpetuate the Family Agency November 2, 2015 By Bill Schoeffler and Catherine Oak In the past year, we have completed or are still in the middle of at least six business valuation and...
Is Taking a Vacation a Good Way to Increase Agency Value? October 5, 2015 By Bill Schoeffler and Catherine Oak Summer is over and the kids are back in school. Many of us spent a week or two away from...
Dressing Up for the Wedding: Book of Business, Part 2 September 7, 2015 By Bill Schoeffler and Catherine Oak You can’t take it with you. Every business owner will eventually “sell” his or her business. It can either be...
Dressing Up for the Wedding: Agency Operations, Part 1 July 20, 2015 By Bill Schoeffler and Catherine Oak Business owners have a lot to consider when running a successful business. Unfortunately, many do not consider an exit strategy,...
Stop Selling Like It’s 1985 June 15, 2015 By Bill Schoeffler and Catherine Oak There is a video on YouTube by Jim Muehlhausen of CEO Focus called “Stop Selling Like It is 1985.” It...
Offering Value Added Services May 18, 2015 By Bill Schoeffler and Catherine Oak Insurance producers sell roughly the same product as their competitor. The competitive edge often touted by producers is that their...
Creating Performance-Based Compensation April 20, 2015 By Bill Schoeffler and Catherine Oak For many businesses and employees, the standard business model is for the employer to pay the employee a fixed salary...
How to Attain What Agencies Want in 6 Easy Steps March 23, 2015 By Bill Schoeffler and Catherine Oak There’s a very simple formula for getting whatever you want for your agency. This is so simple it seems trivial...
Profile of a Great Account Manager February 23, 2015 By Catherine Oak What ingredients make up a good account manager? What do you look for in terms of skills, knowledge, education and...
Industry Trends to Exploit for 2015 January 26, 2015 By Catherine Oak It’s time to get out the crystal ball to think about what trends might help or hurt the agency in...