Keneipp is a partner and coach at Q4intelligence, driving agency transformation.
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Providing quality insight that's easy to share can build trust and lead to additional opportunities and conversations.
April 3 -
The better you know the target audience, the better you can target your message and services, and the more helpful and valuable you can be as an adviser.
January 23 -
Advisers who are ready to get serious about their prospecting and marketing efforts are probably ready to consider a separate system to help manage those activities.
March 16 -
Start slow and keep it simple to help prospects understand and appreciate your value proposition.
December 15 -
This outline will help you through the process of creating a plan for your agency that includes just what you need to make it a successful year.
January 23 -
As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.
September 23 -
Adjusting your communications strategies can help lure prospects and build trust with current clients.
August 15 -
In a TMI world, advisers must make themselves knowable and accessible to buyers through the research and decision-making process.
July 11 -
Are you an insight-driven organization? If not, you’re losing out on a tremendous opportunity.
April 19 -
“Now it’s time to educate the clients. Stop calling them stupid, and stop blaming them. That’s not education,” our columnist says.
February 28