Perpetuation Planning – Part Two November 17, 2014 By Catherine Oak Last month’s “Minding Your Business” column explored a few reasons an agency might perpetuate the firm, the four common techniques...
Perpetuation Planning – Part One October 20, 2014 By Catherine Oak Long before owners want to retire, perpetuation planning should begin. The four major techniques to transfer ownership of a business...
Finding and Selling to Ideal Clients September 22, 2014 By Bill Schoeffler and Catherine Oak When an agency is started, most new owners will be happy to sell their products or services to anyone that...
Creating Key Performance Indicators August 18, 2014 By Bill Schoeffler and Catherine Oak How is the best way to measure the business’ success? Often business owners have a good grasp of the financial...
Planning for Uncertainty July 21, 2014 By Bill Schoeffler and Catherine Oak The traditional business plan includes short-term and long-term goals and projections. But, how do you plan when you can’t guess...
How to Improve Communication with Insurance Companies May 19, 2014 By Rachel Schoeffler and Catherine Oak Today agents must assume an active role in establishing solid relationships with their insurance companies. The key to any good...
Managing Time is Imperative March 24, 2014 By Catherine Oak Time is the only resource we cannot recreate, but how can you optimize being “in control of time” rather than...
How to Be a High Performing Agency February 24, 2014 By Catherine Oak To be a high-performing firm, one needs to emulate what the best firms are doing and the traits that bring...
Insurance Industry Trends for Agencies to Exploit in 2014 January 27, 2014 By Catherine Oak In order to be a step ahead of the competition it is best to be proactive. One can do this...
Obamacare and Agency Value December 2, 2013 By Catherine Oak Where is the Affordable Care Act headed? Are we prepared? Who will be covered and who won’t? Are we robbing...