Expert Ave.

9 tips for creating engaging client webinars

9 Tips for Creating Engaging Client Presentations

A good presentation is an effective way to communicate information to prospects and clients, demonstrate your expertise, build a connection, and generate leads for your business. But, how do you...

CRM for Insurance sales

The Benefits of Implementing a Robust CRM System

As we’ve discussed in a few prior posts over the years, Customer Relationship Management (CRM) is important to every business. But it can be especially important for insurance sales professionals....

SMART goals

Measuring Sales Success: The Importance of Specificity When It Comes...

As a follow up to the article shared last month, I wanted to spotlight specificity as it relates to goal setting – whether for this year or another. Being specific...

SMART goal setting tips for Insurance Brokers

SMART Goal Setting Tips for Insurance Brokers for 2024

As you wrap up your peak season sales, enrollments, and servicing, it’s time to look at goal setting as you prepare for 2024. A great place to start is to...

5 Reasons to Be Thankful for the Health Insurance Industry

5 Reasons to Be Thankful for the Health Insurance Industry

According to a post in June 2023 by ZipDo, a meeting management software firm, approximately half (53%) of Americans are unhappy at work. Globally, job dissatisfaction is even greater –...

Insurance Networking

5 Ways to Expand Your Insurance Professional Network

It’s been said that networking is an investment in yourself and your business. It takes time, but the payoff can be substantial. Having a strong network can help you learn...

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