Benefits Influencer

Predictable Growth for Benefits Advisors w/ Kevin Trokey

15 snips
Jan 25, 2023
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INSIGHT

Importance of Clear Vision

  • Successful agencies start with a clear vision of what they need to become.
  • This vision helps filter ideas and rally the team behind purposeful actions.
ADVICE

Simplify Yearly Goals

  • Define 5 key, specific goals for marketing, sales, service, leadership, and revenue growth.
  • Share these goals with your team and use a theme to emotionally connect and maintain focus.
ADVICE

Grow Sales Step-by-Step

  • Break big revenue growth targets into improving key sales variables incrementally.
  • Small 10% improvements in revenue per opportunity, opportunities per year, conversion, and close rates compound to large growth.
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