Blog

Highlights from ASCEND – Part 1

“Thanks again for the excellent conference, the best I’ve ever attended.” Rudy R. Garcia President, Quandun Insurance Agency Glendale, CA   That pretty much sums up the feedback we continue to receive after ASCEND last weekend. There is simply too much to report on for a single blog post. Therefore, we’ll be posting a multi-part…

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3 Strategies for a Great 2016 & Beyond – Go From Incremental Growth To Exponential Growth By Bill Cates

[Bill Cates will be speaking and hosting an Expert Roundtable at ASCEND so if you haven’t yet, register now.  Bill Cates is widely recognized as the foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Don’t Keep Me A Secret! have revolutionized the way financial professionals are…

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Happy Holidays – A special gift for you…why you can burn your capabilities binder.

Today, we’re giving you a gift to help you prepare to make 2016 the best year yet for your benefits practice. Here’s a copy of our Strategic Portfolio Diversification white paper… Download the Strategic Portfolio Diversification white paper. There are four key areas that drive (or suppress) growth within any benefits firm: Portfolio, Marketing, Selling,…

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Watch BenefitAdvisorTV.com – Latest Episode on ACA Compliance Solutions & Fees for Service

If you’re not familiar with BenefitAdvisorTV.com (BATV), it would be worth your while to learn. BenefitAdvisorTV.com is the only dedicated online “TV” show specifically for employee benefits professionals. BATV is also a sponsor for ASCEND and attendees will have the opportunity to meet and talk with the show’s producer, Bart Camarata who is one of…

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The Bi-Coastal Orange County Blues

“From Nelson Griswold…” Recently I boarded a plane in Orange County, CA and flew cross-country to Orange County, FL, an entire continent away. Yet, in conversations with independent benefits agency owners on both coasts, I heard over and over that in both California and Florida – like agency owners everywhere – they shared the same…

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