The Power of 98/2 Delegation November 4, 2013 By Bill Schoeffler and Catherine Oak Delegation is a critical skill for managerial and leadership success. Successful leaders and managers delegate to engage people, leverage the...
How to Develop a Sales and Marketing Plan September 9, 2013 By Kelsey Johnson and Catherine Oak Every year a firm should develop a new sales and marketing plan. This is an essential element of strategic planning....
Acquisitions and Agency Value August 19, 2013 By Kelsey Johnson and Catherine Oak Growth by merger or acquisition is still a popular and valuable tool, despite the economy being on hard times. One...
Why Agency Strategic Planning Is Important July 22, 2013 By Kelsey Johnson and Catherine Oak A strategic business plan is very important to assuring the success of a business. Yet only 15 percent of small...
New Fiscal Cliff Taxes and Insurance Agencies June 3, 2013 By Kelsey Johnson and Catherine Oak We are all familiar with the old saying, “the only thing certain in life are death and taxes.” With the...
Business Disaster Planning May 6, 2013 By Bill Schoeffler and Catherine Oak Each year businesses and individuals are impacted by disasters. However, a disaster does not have to be widespread to paralyze...
Planning for Uncertainty April 22, 2013 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...
Shark Proof – Revisited April 17, 2013 In 2010, I wrote an article on shark proofing new clients for the Insurance Journal. Because of it’s popularity, this...
Why Not Cluster? March 11, 2013 By Catherine Oak Size does matter. Small agencies can give the client a warm and fuzzy feeling, but they usually can offer only...