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- Be intellectually curious. Our industry is desperate fordisruptive innovation, and it’s unlikely to come fromcarriers.
- An absolute fact: The role of technology in our future willdwarf its function in the past. Understand the implications andapplications of this issue sooner rather than later.
- Continually look outside our industry for talent and ideas toexpand your capabilities, as well as broaden your firm’s outlookand methodology.
- Rigorously challenging ideas in a respectful manner is asessential to team dynamics as collaboration to achieve breakthroughideas.
- Read and absorb non-industry literature to build yourperspective about how the pieces fit together. Prospects andclients need these insights to make informed decisions.
- Whether a prospect or a client, all “buyers” must feel yourpassion for your company, team and solution. You can’t fake it;it’s a visceral energy you radiate.
- The next generation of voluntary products on the drawing boardwill be more product and less commission—which is a goodthing.
- Make decisions and continually advance your firm, team andsolutions along a strategically defined path. You can and shouldadjust, but the pace of change in our industry requires decisionsand forward movement.
- There is no substitute for following your intuition or gutfeeling relating to almost any facet of decision making. Beinformed and conduct comprehensive due diligence.
- Recognize and continually re-evaluate your competitiveposition. Be realistic. Evaluate it in the context of industrytrends and progress. Keep pace or consider the value of aligningwith a partner who can provide the resources you need.
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