- Be intellectually curious. Our industry is desperate for disruptive innovation, and it’s unlikely to come from carriers.
- An absolute fact: The role of technology in our future will dwarf its function in the past. Understand the implications and applications of this issue sooner rather than later.
- Continually look outside our industry for talent and ideas to expand your capabilities, as well as broaden your firm’s outlook and methodology.
- Rigorously challenging ideas in a respectful manner is as essential to team dynamics as collaboration to achieve breakthrough ideas.
- Read and absorb non-industry literature to build your perspective about how the pieces fit together. Prospects and clients need these insights to make informed decisions.
- Whether a prospect or a client, all “buyers” must feel your passion 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 board will be more product and less commission—which is a good thing.
- Make decisions and continually advance your firm, team and solutions along a strategically defined path. You can and should adjust, but the pace of change in our industry requires decisions and forward movement.
- There is no substitute for following your intuition or gut feeling relating to almost any facet of decision making. Be informed and conduct comprehensive due diligence.
- Recognize and continually re-evaluate your competitive position. Be realistic. Evaluate it in the context of industry trends and progress. Keep pace or consider the value of aligning with a partner who can provide the resources you need.
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