What's on your mind?
Get a fresh perspective.
Your insurance industry peers (brokers and benefits solutions) ask me about:
- Business Development (Strategy or Collateral)
- Client Retention (Overall strategy or a specific situation)
- Hiring, Staffing, or Career Development dilemmas
- SHIFT Your Intro 1:1 consulting after course completion
- Strategic Planning Presentations (Internal or Client facing)
- Social Media (Enterprise or Personal Branding)
- Brainstorming (Product Development or Investment)
- Broker Selection Process (when and how to structure an efficient review)
- Evaluating a new job opportunity
- Establishing your next business
- Virtual Selling & Advising
- Effective Broker Channel Strategies (for legacy and emerging benefits solutions)
You may forward documents in advance so I have context for the call. I will do a light review of them, but this one-hour call doesn't include more than 20 minutes of advance prep work.
After completing the purchase, you'll be redirected to a page to provide additional context for the call and your scheduling preferences. You'll then receive an email to get the call on the calendar.