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THE 8% EXPERIENCEHow do successful people think? From the professional to the personal realm, hear how you can better overcome challenges and develop a winning mindset. A destination without a path is unreachable. Learn what leaders from your industry and others did to pave their way to your dream lifestyle. Connect with the TOP performers in the industry. At 8% Nation you’ll learn the moves, the strategy, and build the network you need to SUCCEED. The 8% Nation Insurance Wealth Conference is an opportunity to motivate and invest in yourself. ARE YOU IN THE 8%?
NETWORKINGHave you ever heard the term, “It’s not what you know, it’s who you know?”One of the greatest things about the 8% Nation conference is the attendees themselves. Friendships, partnerships, and mentorships have all happened from agents just like yourself who happened to bump into the right person in the audience. By connecting with the person to your left or your right (or both) at our conference, you can hold each other accountable to your new goals, challenge yourselves to do more every day, and help each other to keep a growth mindset. It’s important to keep successful people around you if you want to achieve your goals and the people who attend 8% Nation are the ones who are committed to doing something big with their lives. Join Us!Join us this July for a one-of-a-kind learning and networking insurance experience.PSM will be a sponsor for the 8% Nation event including a booth exhibit and breakout session and we would love to see you there. DON’T MISS 2021. Reserve your spot now for a once in a lifetime event.
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Tags: Success Tips, Professional Networking, sales advice, Entrepreneurship, Insurance Marketing, Leadership
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While the definition of success may be debatable, most people would agree that the leaders of companies getting good traction have likely garnered some measure of it. Want to know how high achievers get to the top? Here are quotes from 20 founders and CEOs on the daily habits that help them get more out of business and life. 1. Prioritize a daily to-do list. I've got a running task list called "near-term," which contains things that I want to get done during the next one to two weeks. Every morning over coffee, I pull from that list to build a task list called "today." I make a commitment in the morning to clear this and make sure to deliver at the end of each day. --Sean Duffy, CEO of Omada Health, a digital-therapeutics company that was selected by Fast Company as one of "The World's 50 Most Innovative Companies." 2. Remember names. Not just staff members but also their spouses, kids, and even pets, if appropriate. Obviously I don't interrogate people for these names, but as they come up in conversation, I try to make a mental note. It helps me to get to know my team...and your team [notices] that you are actually paying attention.... There are several tricks you can do to try to remember someone's name. I always repeat the name when I hear it and then say it a few times over in my head. --Jonathan Cogley, CEO and founder of IT security company Thycotic which ranks at the 2,671 on the Inc. 5000 list of the fastest growing companies in 2014, up 760 spots from 2013. 3. Research people before meeting with them. Before a meeting, I always do research on whom I'll be meeting with. Understanding the person's work history, the school they went to, or even knowing their hometown helps me tailor the way I communicate with them. --Mike Zivin, cofounder and CEO of Whittl, an online appointment booking platform for neighborhood businesses, which recently raised a $3.3 million series A round with backing from GrubHub co-founder Mike Evans as well as GrubHub's first VC, Origin Ventures in Chicago. 4. Schedule family time. Most small-business owners and entrepreneurs start a business to make a better life for their families. If you get caught in the trap of working 20-hour days, your business may thrive, but at what cost? You may be able to send your kids to a great college, but if they've never spent an afternoon with you in 18 years, is it worth it? I'm very conscious of making time for my kids, whether that means working with them (my oldest is interning in the office this summer) or carving time out to go to tournaments and games. It's easy to get caught up in the day-to-day, but it's so important to step back and look at the big picture. --Ted Devine, CEO of online small- and microbusiness insurance agent Insureon, a company at the 107 spot on last year's Inc. 5000 list. 5. Walk while working. Part of being a successful executive is being able to interact with people at a moment's notice, which requires a fair amount of stamina. To achieve that, I work at a treadmill desk all day, and end up walking about eight miles each day. --Douglas Merrill, former CIO of Google and now CEO of ZestFinance, a big-data startup that uses more than 100,000 data points about an individual to figure out if he or she will pay back a loan. 6. Avoid all habits. I think having randomness in my day is critical and keeps my brain active. I see too many people whose habits ultimately stifle them. They won't try something new because it conflicts with something they've always done. When I feel I'm falling into a rut, I try to find a way to change things up. That's one of the reasons I travel so much. Of course, it gets me in front of clients, which is critical, but as much as anything, always being in new environments keeps my mind sharp and my thoughts flowing. --Rodney Williams, cofounder and CEO of LISNR, a new communications technology company that sends data over sound waves (such as streaming video) and recently won the Gold Cannes Lion for Innovation in Mobile. 7. Purge your email inbox. I get my email inbox to one page by day's end. My job is to communicate and build relationships with clients, prospects, and employees, and all email is dealt with, responded to, or filed as complete. It only stays in the inbox if it needs further follow-up. People need to know they can get response from me, not just the other way around. --Darin LeGrange, CEO of Aldera, a company that provides health plans (insurers) with the back-office technology that handles billing, claims processing, coverages, and more. 8. Avoid all carbs before noon. That's my peak energy time, and too many carbs throw me off my game. The momentum created in the morning goes a long way into the afternoon. If you don't start strong, you don't finish strong. --David Kalt, founder and CEO of Reverb, a marketplace for musical instruments and gear that has raised about $5 million in funding and expects to do $130 million in transactions this year, up from $40 million last year. 9. Don't dive right into work in the morning. Without fail, I start every morning off with a cup of "proper English tea," even when traveling in San Francisco, and leisurely check the daily newspaper headlines on my tablet, before diving into email and catching up on the company Chatter feed. Having a slower-paced morning routine helps me work more efficiently as the day goes on. --Jeremy Roche, CEO of FinancialForce.com, an ERP solutions provider built on the Salesforce1 Platform which equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. 10. Make small but meaningful personal statements. After the ritual coffee every morning, I make sure I have a clean pair of crazy socks. No crazy socks, no glory. They anchor my confidence and remind me that different is good. Everyone could use a personal statement. --Ahmed Albaiti, founder and CEO of Medullan, a digital health innovation company that works with payers, providers, and pharma on patient engagement. 11. Quantify your life. There are 8,760 hours in a year, and I know exactly how many of them I have spent working, with family, exercising, or on community activities. For the last 15 years, I have kept a matrix of how I spend each hour in the day in an effort to live a balanced and optimized life. I've had nine major surgeries as part of a lifelong battle with Crohn's disease, so tracking my time and health is essential to helping me maximize every moment. It's also provided the perspective of both a patient and an executive to my companies. --Jeff Margolis, chairman and CEO of Welltok, creator of CafWell, the health optimization platform that helps consumers achieve optimal health. Previously, he founded the health IT company TriZetto, and took it from startup, through IPO, to a $1.4 billion leveraged buyout. 12. Pay attention to people, not devices. Put the cell phones away. I try to keep them out of sight when I'm around my kids and in all executive meetings. --Rick Morrison, CEO of Comprehend Systems, which works with big names in the life-sciences industry, such as Boston Scientific, Astellas, and AstraZeneca, modernizing and improving the quality in their clinical process through cloud-based tech. 13. Wake up early and swallow the frog. Mark Twain was onto something when he suggested you should tackle your most challenging project first thing in the morning. I wake up at 5 a.m. almost every morning, including weekends. My mornings are a time to tackle thought-intensive tasks, or approach projects with a new perspective. I consider 5 to 8 a.m. my power hours, and try to get through one significant undertaking by 8 a.m. every day. --Neha Sampat, CEO of digital tech solutions provider Built.io, which powers innovation at the intersection of enterprise mobility and the Internet of Things (IoT) for startups and Fortune 500 companies. Sampat also co-founded KurbKarma, was named a "San Francisco Business Times 40 under 40" honoree, as well as one of "50 Women in Tech Dominating Silicon Valley" in 2015. 14. Don't "find" time for family, make time. As the CEO of a rapidly growing company, it's easy to let the job consume you completely, to the detriment of those closest to you: your family. It's not enough to "find" time to spend with your children, because the job will always find a way to fill every minute. So I make it a priority to spend two hours a day focusing only on my children. It helps me to recharge my batteries, think more creatively, and it also gives me that daily reminder of why I work so hard. --Ratmir Timashev, CEO of Veeam, a data center backup company founded in 2006 which now employs more than 1,500 employees around the world and brings in hundreds of millions of dollars in revenue, with its sights on reaching $1 billion in revenue in the next five years. 15. Talk constantly with your team. Team culture is critical in the American service economy. The only way to make sure that your team is working together at an optimal level is to make sure that you talk both formally and informally with your team. --Vikram Aggarwal, CEO of EnergySage, a solar-marketplace company that recently secured a $1.5 million Series A round of funding and announced a partnership with Green America. 16. Drive your kids to school every day. Sure, I would love to sleep later than 6 a.m. every day, but that half hour we spend in the car is amazing. I also try not to schedule client or internal meetings at 3 p.m. That's when I have a scheduled conference call with my sons. They get on board the bus from school, and that's our time to chat about the day so far. Finally, in the evenings, from the moment I walk in my home until they go to bed, my phone stays at the front door so they understand that family time is a priority. --Sandy Rubinstein, CEO of DXagency, an ad-engagement agency with clients that include DirecTV, HBO, MTV, and Whole Foods. 17. Meditate daily. Twenty minutes upon waking and 20 minutes as soon as I walk in the door at the end of a day helps me maintain a level of mindfulness that enables moment-to-moment awareness. Meditation has strengthened my ability to be open to new possibilities and ideas without attachment to "my way," and has helped foster a level of communication amongst my team that respects and celebrates new ideas, the very thing that inevitably moves business forward. --Ernie Capobianco, CEO of digital marketing agency Sq1, which serves clients including Michaels, Jiffy Lube, Shell, and Papa Murphy's. 18. Plan for tomorrow. At the end of each business day, I take some time to regroup and think about the most important items that need to be accomplished the next day, as well as what actions the team needs to take to accomplish those tasks. --Michael MacDonald, CEO of nutrition and weight-loss company Medifast. 19. Exercise at least five times a week. I either hit the gym or get 90 minutes on my mountain bike in the morning and start at 6 a.m. At first it was hard, but now I can't go without it. It de-stresses and sets the tone for the entire day. --Jason van den Brand, co-founder and CEO of online mortgage refinancing startup Lenda, which graduated from Silicon Valley-based 500 Startups last year. Since then, the company raised its first round of funding, has been growing 40 percent month over month since December, and recently passed the $40 million mark in loans financed through the platform. 20. Publicly commend an employee. I try to give a written compliment to an employee on something they accomplished the previous day that aligns with our company's core values. The written compliment is public to the entire company through a platform we use called HighGround. I think that doing so helps reinforce our company's core values and helps us live our values every day. --Ethan Austin, founder of the online fundraising website GiveForward, which has raised more than $150 million and hosts 20,000 active fundraisers at any given time. What daily habits help you achieve more in business and life? http://www.inc.com/christina-desmarais/the-daily-habits-of-20-highly-successful-people.html Source: www.inc.com |
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Tags: Success Tips, Entrepreneurship, Business
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Source: lifehealthpro.com |
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William J. Howery is a former Air Force Intelligence Officer. He retired in 2012 as a Lieutenant Colonel and began his career as an insurance agent with Physicians Mutual that same year. He has a bachelor’s degree in communication from the University of Nebraska at Omaha and a Master of Business Administration from Norwich University. He is currently enrolled in the Certified Financial Planner ® course at Syracuse University. Will speaks near-fluent German, is married to a native German and has a 2½-year-old daughter at home. Tags: Sales Tips, Success Tips, Cold Calling, tips on selling insurance to seniors, sales advice
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http://www.lifehealthpro.com/2015/04/04/if-you-want-to-improve-you-must-change
Source: lifehealthpro.com |
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Why do so many salespeople refuse to learn new prospecting strategies and change sales tactics that don’t work? Change is the only way to grow and excel, so why not follow the path to the highest commissions, fastest closes, best meetings and most powerful relationships? Tags: success secrets, Sales Tips, Success Tips, sales advice
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Please give us your feedback! How does your business referral process fare? Are there areas that may need improvements?
Source: LifeHealthPro |
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Every business loves to get referrals. Whether they are by word of mouth, email campaigns, an online request form or simply a call, many businesses are unable to convert those referrals to clients despite having an Tags: Clients, Request, Email, Email Campaigns, Success Tips, Customer Retention, Referrals, Customer Service
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Please give us your feedback! Do you feel your business could improve by implementing three most important online traffic techniques for online marketing; organic search, inbound traffic and click through rate?
Source: LifeHealthPro |
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With today’s ever evolving internet technologies, its social forums, and marketing techniques, many businesses spend thousands of dollars every year on a professional website design, search engine optimization and pay per click campaigns.Tags: Networking Sites, Organic Search, inbound traffic, click through rate, call to action, Success Tips, Web Marketing Advice, Leads
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Please give us your feedback! Do you feel your business is hanging by a thin thread? Would revamping the marketing approach help your business move in the right direction?
Source: LifeHealthPro |
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Running a business can be a daunting task; even more so, if the business has been running on survival mode for the last couple of years. Everything that has been tried to ensure success has returned nothing but disappointment.Tags: Insurance advisor, Senior insurance, Sales Tips, Success Tips, Web Marketing Advice, Web Tips, Health Insurance, Referrals, Creating Value, insurance companies, Advisor
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Hopefully your senior clients won’t be targeted by this scam; however, it’s always best to be prepared in case. See Medicare.gov for more information about Medicare fraud, ID theft and other issues. Please give us your feedback! Have any of your clients contacted you asking about this scam? Do you warn your clients about scamming and give them tips on what not to do?
Source: The Banner |
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Nationwide, Medicare beneficiaries have been reporting scam phone calls that inform them a new Medicare card is in the mail. If your senior clients ask you about this, please advise them to hang up on these suspicious callers and do not fall for this attempt at gaining access to their personal information.Tags: Success Tips, senior market news, Quality Management, Equitable Life Medicare Supplement, Customer Service, Building Client Relationships, Stonebridge Medicare Supplement, Cigna Medicare Supplement
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Please give us your feedback! What do you do if your business gets into a rut? What suggestions do you have for other agents who might be facing the same problem?
Source: LifeHealthPro |
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When things are going well, picking the low-hanging fruit works and your business continues to run. The process is easier and it’s comfortable because you’ve gotten so good at the technique needed to turn those prospects to clients. Some producers continue with this method because they feel like the risk isn’t greater than the reward. Take courage to stretch yourself and your business! Tags: Success Tips, Senior Market Advice, Senior Market Success, Medicare Sales, Stonebridge Medicare Supplement, Cigna Medicare Supplement
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Five Key "Truths" About Our Industry
There are a lot of benefits to working as a senior insurance agent. Frankly, the industry is booming, and with 10,000 seniors aging into Medicare every day it won’t be slowing down any time soon. If you are considering getting into insurance or switching from a different niche of the industry, there are some things you should keep in mind for best chance at success.
PSM is your partner for success in the senior insurance market. Source: LifeHealthPro |
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Tags: Sales Tips, Success Tips, health insurance industry, Equitable Life Medicare Supplement, Customer Service, Sentinel Life Hospital Indemnity
