Kevin Trokey is founding partnerand coach at St. Louis-based Q4intelligence.

I know we are always looking for new ideas, yet most of the time, we haven't putthe most basic ideas intopractice.

Here's a reminder of some of those basic ideas and best practices we need toimplement every week.

Quick reminder 1: Schedule your time

As a sales organization, we have two basic goals: to keep theclients we have and to get the ones we don't. This means we havetwo types of work: sales work and service work. And to predictablyachieve both goals, we have to schedule (yes, on the calendar) timefor both.

Continue Reading for Free

Register and gain access to:

  • 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
NOT FOR REPRINT

© 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.

Advisor Sales Strategies
Benefits Sales Strategies
Core and Group Health