The Situation:

You feel that you need to do something different to set yourself apart from your peers. At the same time, you are lacking confidence to do your job well. You received positive feedback from your family members and warm market when you joined but feel that you need live up to expectations. As a result, your motivations are taking a hit and you really want to work towards achieving MDRT.

The Approach:

Phase 1: We start with a Financial Consultant Business Counselling Session to determine the Present To Future Exploration Of your Insurance Business and Career as well as your Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement. We will then engage you with Insurance Playbook Roadmap based on your strengths, needs and wants.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Insurance Buisness and Career  Building Training and Activity while supporting you with Tools , Content and Strategies To Gear You Towards Your Target Clients and Prospects.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with you to ensure that everyone is aligned towards success and intended goals.

The Situation:

You feel confused about how to get started and want to engage in recruitment. While you have tried mainstream methods of recruitment and in meetings they say yes to exploring a career with you and your agency, afterwards nothing happens.

You want to discover how you could better approach your candidates and keep them engaged in the recruitment process. While you are building your team , you notice that your Personal Production has taken a hit and you are overwhelmed at handling both.

The Approach:

Phase 1: We start with an Agency Business Counselling Session with the New Agency Leader to determine the Present To Future Exploration Of The Agency Business as well as his Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement. We will then engage the Agency Leader with an Agency Building Insurance Playbook Roadmap based on his strengths, needs and wants.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Agency Building and Recruitment Training and Activity while supporting The Agency Leader with Recruitment Events for Potential Candidates.

Phase 4: We engage the Potential Candidates or New Recruits with Insurance Business and Career Counselling Sessions to dive deep into their Concerns, Motivations and Aspirations In The Industry.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with the Agency Leader and with the Potential Candidates and New Financial Consultants to ensure that everyone is aligned towards success.

The Situation:

As an Agency Leader, you want to Re-Engage And Re-Connect with your Financial Consultants. You are also looking to Build Activity and Engagement with and for the Financial Consultants as well as Client Engagement Events as a tool to revive and rekindle activity. 

The Approach:

Phase 1: We start with an Agency Business Counselling Session with the Agency Leader to determine the Problem Statements and Past To Present To Future Exploration Of The Agency Business.

Phase 2: We engage the Financial Consultants with Insurance Business and Career Counselling Sessions to dive deep into their Concerns, Motivations, and Aspirations In The Industry.

Phase 3: After Identifying The Problem Statements we move into building Solutions and Activity Engagement for The Agency and The Team. We will then engage the Agency with an Insurance Playbook Roadmap based on their Individual and Collective Strengths.

Phase 4: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Client, Sales and Events Engagement Training while supporting The Agency and Financial Consultants in Building and Organising Events of Value to Raise Personal and Agency Production.

Phase 5: Throughout the process, we set targets and milestones that are reviewed quarterly with the Agency Leader and Financial Consultants to ensure that everyone is aligned toward success.

The Situation:

As much as you want to evolve, you find that there is not enough time to embark on this change. You feel that it will take time away from your current busy schedule and you would need to focus on your consistency. Also, You have over 1000 Clients and feel that it would be an uphill task to engage on this project.

The Approach:

Phase 1: We start with a Financial Consultant Business Counselling Session to determine the Problem Statements and Past To Present To Future Exploration Of Your Insurance Business to dive deep into your Motivations and Aspirations In The Industry.

Phase 2: After Identifying The Problem Statements we move into building Solutions and Activity Engagement for you and Your Insurance Business with an Insurance Playbook Roadmap based on your Individual Business Strengths diving into the opportunities with your Client Base.

Phase 3: Monthly Coaching and Mentoring Sessions Are Introduced with Industry Experts Combined With Client Management and Engagement Activities while supporting your transition to a Financial Practitioner Raising Personal Production.

Phase 4: Throughout the process, we set targets and milestones that are reviewed quarterly with you to ensure that you are aligned towards success.

Agency Leaders Often Find Themselves Juggling A Whole Host Of Responsibilities. Recruiting And Training Their New Financial Consultants And Constantly Mentoring Their Existing Team Takes A Toll On Their Personal Production And Client Management.

Most Agency Leaders Are Caught Up In Daily Management Activities Rather Than Engaging In The Business Development And Growth Of Their Agency Business.

Our Consultancy is Designed To Help Agency Leaders:

• Evoke Awareness For Themselves While Establishing And Growing Their Identity As Agency Leaders.
• Reconnect And Re-engage With Their Agency Business.
• Build A Successful And Profitable Agency Business With Performance Enhancement Activities For Agency Growth.
• Establish An Enviroment And Ecosystem To Gear Themselves And Their Financial Consultants Towards Continuos Learning And Development.
• Cultivate Trust And Safety In Their Agency With An Alignment Of Agency Mission And Values.

We Invite You To Grow And Amplify Your Agency Business With Strategic Insight And Best Practices That Drive Improved Agency Sales Performance And Revenue Growth. With Tools , Activities , Engagement And Events For You And Your Agency Necessary To Build A Sustainable And Successful Agency Business.

Financial Consultants Are Experiencing The Challenge Of Refining Their Strategy And Staying Ahead Of The Competition. The Key To Their Success Is To Stay Relevant While Expanding Their Insurance Career And Business.

In Addition To Keeping Up With Complex Products And Regulations While Also Meeting The Expectations Of Their Customers, Financial Consultants Spend More Time In Their Business Rather Than Growing Their Business Which Makes Them Feel Like They Are Not Making Progress.

Our Consultancy is Designed To Help Financial Consultants:

• Evoke Awareness For Themselves While Establishing And Growing Their Identity As Financial Consultants.
• Reconnect And Re-engage With Their Insurance Business And Career.
• Build A Successful And Profitable Insurance Business With Performance Enhancement Activities.
• Establish An Enviroment And Ecosystem To Gear Themselves Towards Continuos Learning And Development.

We Welcome You To A Safe Space To Expand Your Potential As We Bring The Core Of Your Insurance Career And Business To The Forefront With An Insurance Centric Approach That Centers Around Your Motivations And Aspirations In The Insurance Industry.