We Are Your Strategic Partner
Your business is an asset---an amazing asset. How can you maximize its value? How can you harvest that value when it’s time to monetize it?
We are all about relationships. We want to understand your short- term and long-term goals for your business. We have the experience and the tools to take your practice to the next level. Where are you on your journey?
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Business Evolution
Every business begins with a goal. What is your idea of success for your practice. Paint us a picture of where you want to be in 5 years and let us build you the bridge to get there. Communication is key, between the carrier, advisor, and client. Let us facilitate that productive communication. We start by aiding our advisors in identifying a target market and building a focused brand. From there, we can assist with managing your internal processes for efficiency and effectiveness.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Generating Quantum Growth
Lou Holtz famously said, “In this world you’re either growing or dying so get in motion and grow.”
When asked, most producers choose growth. Alternatively, some senior producers may choose to keep income level and create more time for non-work activities. Either way, success requires a growth mentality and a growth strategy. Our program, “Creating Quantum Growth”, provides the necessary marketing tools, technical infrastructure, and coaching to make this a reality.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Creating Verifiable and Recognized Value
Have you ever gone to your office, saw a calendar with no appointments, and wound up busy all day doing “admin stuff”?
That’s a symptom of a potential problem: administrative work may be driving your schedule. It’s also a huge obstacle in creating TRANSFERABLE value in your practice. We know why.
There are critical key requirements for creating recognizable value. We understand these well and work with you to optimize your personal business value. Our strategic partner program provides you with the opportunity to transform your personal balance sheet: add your practice value!
Exit Strategy
Most producers have business owners as clients. What is certainly one of the key questions we ask? “What is your transition or exit strategy for your business?”
We’ve all seen companies, large and small, that are sold for significant amounts of money. For most small business owners, the value of the business is their major asset! It’s always exciting to see someone “cash out” after a long and successful business career.
But what about us? As producers, how do we make this happen? We have developed and implemented a series of strategies that can be applied anytime during the lifecycle of your practice. Let us help you maximize your return on the asset you have tirelessly built.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
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