
Keneipp is a partner and coach at Q4intelligence, driving agency transformation.
Keneipp is a partner and coach at Q4intelligence, driving agency transformation.
Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.
Producers have limited time to get an employer’s attention and being obnoxious will not work.
While there is no guaranteed answer for success, there are certainly ways to positively influence the process, says columnist Wendy Keneipp.
Advisers must weigh the pros and cons and ask themselves: How badly do I want this?
There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.
To build a strong business, advisers should go after prospects that will be a good fit for their agency.
By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.
Most advisers thinking about business relationships haven’t changed since the days when men ran everything and women were secretaries, says Wendy Keneipp.
As clients’ go-to resource, advisers should provide employers with fact-based analysis of what is and is not included in ACA replacement bill, says consultant Wendy Keneipp.
Focusing on a shared vision and building the culture of a brokerage will naturally lead to a better product, says columnist Wendy Keneipp.