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John Wepler - April 2020
TODAY'S VIEWPOINT: CONNECT MEMBER SUMMIT RECAP

The Value of Peer Exchange

Tommy McDonald - April 2020
TODAY'S VIEWPOINT: TECHNOLOGY PREPAREDNESS & ADAPTABILITY

Eric Kuhen - April 2020
TODAY'S VIEWPOINT: TEACHING AN OLD DOG NEW TECHNOLOGY

Using Tech to Enable Efficiency

Brian Ambrosia - April 2020
TODAY'S VIEWPOINT: TIME TO DO SOME SPRING CLEANING

Organize Your CRM

Ben Swann - April 2020
ACTIVATE YOUR PROSPECTING EFFORTS NOW - SALES TAKE TIME

Activate Your Sales Efforts

Curt Vondrasek - April 2020
How Prospecting During the Pandemic Can Be a Gamechanger for Your Business Strategy

Building Your Prospect Pipeline

Phil Trem - April 2020
Evolving Your Selling

Curt Vondrasek - March 2020
Decision Time

Will the prospect stick with the old broker or give you a shot? Ask these questions and get to the root of the decision-making process.

- February 2020
Is what you’re working on the best use of your time?

What should I be working on now? What is the best use of my time? I have so many things to do and not enough time to do them? Do you wish you had a way to figure out those answers?

- December 2019
New Blood Drives Growth: Fact, Not Fiction

High-growth firms in the insurance industry have a staff that is on average 2.5 years younger than their average-growing counterparts.

- December 2019
Cultivate Employee Engagement that Outlives Ping-Pong Tables

Most leaders approach an Employee Engagement Survey initiative with some level of uncertainty, openness, and desire to improve

Brooke Lugonjic - November 2019
Dig Your Well Before You're Thirsty

Firms across the country are feeling the effects of a talent shortage, as well as immense pressure to grow organically, or else may face an inevitable meeting with an acquirer.

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Not all products and services are available to all markets.The documents and the information contained herein are for information purposes only. It is not intended as, and does not constitute, an offer or solicitation for the purchase or sale of any financial instrument. Except where otherwise indicated, the information provided is based on matters as they exist as of the date of preparation, and may not be updated or otherwise revised to reflect information that subsequently becomes available, or changes occurring after the date hereof. Past performance is not necessarily indicative of future results.