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Are You an Expert?

Are You an Expert?

That is a question I often ask students in our hands on classes. Most people say no or I’m getting there. My answer is you better be! Why? Because your clients think you are. That’s why they chose you. You see we choose a company to do business with to solve our...

Do You Have Customers or Clients?

Do You Have Customers or Clients?

I like to ask this to create a distinction between the two. To me that depends on what kind of business model you are operating. I guess it depends on whether you want to do business the easy way or the hard way. If you are running a transaction based business model...

The Holy Trinity

The Holy Trinity

The three most important entities you should be aware of in every loss. First and foremost is the insured. The person who has the loss. But wait there’s more! There are at least two other very important individuals to consider. They are the insurance agent who sold...

Who is Your Client?

Who is Your Client?

This is a great question that helps clear up and create valuable opportunities for you. You might answer the person who hired you and that would be true. But there are other people that will fall into that category if you look at it a little differently. What if I...