Matt Weaver, PowerGroup
Kansas City
- Preparation is everything. I walk into every meeting with a game plan and a detailed strategy. I always know exactly what I want to accomplish and what I want the next step to be.
- My preparation is built around fact finding. Use questions to help your clients/prospects open up about their needs and concerns. Get them to tell you what they want from their consultant.
- Stop talking and listen. It's. Not. About. You.
- Convert clients/prospects from price buyers to solution buyers. Refuse to be seen as just another vendor but rather a strategic partner. This can only be accomplished by having your clients/prospects tell you where they see themselves in the future and then helping them get there.
- Look at health care reform as an opportunity rather than an obstacle. Brokers who will succeed in the future are using their knowledge about health care reform and how it may affect their clients/prospects as a way to differentiate themselves from the pack.
- Never stop educating yourself. Attend seminars and lunch-and-learns. Make it a priority to absorb as much information as you can about this industry. You never know when a new idea or strategy will be just what you need to win a new client.
- Embrace technology. Our team just launched an open enrollment/admin system that's already won us business. We didn't reinvent the wheel—we partnered with the tech people that did.
- Always know your return on investment.
- Do what is in your clients' best interest at all times. This might sound obvious, but I've known lots of brokers who steered a group one way chasing a short-term profit, only to lose an unhappy client soon after.
- Hustle. There will never be a substitute for hard work.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.