In 2020, most businesses had to throw their strategic plans and goals for the year out the window pretty early on, pivoting quickly to address the myriad issues caused by the pandemic and resulting economic turmoil. Successful brokers did so deftly and seamlessly, and what's more, were also able to capitalize on new opportunities.
As we head into a new year and a new world, our annual list of 100 sales and marketing tips has been updated to reflect the new strategies brokers will need in order to best handle whatever life throws at us.
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The evolution of the benefits profession has been years in the making, starting with the transition from commission-based selling to a more consultant- and advisor-driven relationship. And this past year, those in the industry (like so many others) took a good, hard look at their own ranks and asked what they could do to draw in a more diverse group of talent. Whether you're looking to attract new talent to your own agency or just stand as a role model for future generations, here are a few pieces of advice to take to heart.
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