ShiftShapers Podcast with David Saltzman – Corporate New Year’s Resolutions Focus On The Big Picture

Many of us make personal resolutions at the new year, but corporate resolutions can be an even more powerful way of keeping your eye on the big picture during the coming business year. Amy Evans, President of Colibri Insurance writes annual resolutions for her firm, but she goes a step further – she publishes them!

We caught up with Amy to discuss her feeling that this is a key part of her agency’s success. We explore last year’s list and the impact it had on her practice and we chat about this year’s resolutions, too. It isn’t too late for you to make your firm’s resolutions for the New Year. Listen in and learn from Amy.

What You’ll Learn From this Episode:

  • What’s the difference between a goal and a resolution?
  • How many resolutions make sense and when are you going overboard?
  • How you can keep the resolutions list high-level, but practical
  • How to assess your business’ success during and at the end of the year

Click here to listen to the full interview.

I’ll Be Presenting at the BenefitsPRO Broker Expo

My session is part of the Education Track and it’s called “Fast Tracking Social Media: Easy-to-Implement Strategies for Busy Brokers.” Check out the session summary below, and click here for the event website. Social media…

Using Social Media to Build Your Professional Online Presence

I was honored to write for the debut issue of Women in Insurance & Financial Services (WIFS)’ new publication, AdviseHER. Click here for the full issue.

I’ll Be Leading the WIFS National Education & Development Webinar on November 8 – Simplifying LinkedIn: Basic Strategies to Promote Yourself and Your Business

REGISTER Title: Simplifying LinkedIn – Basic Strategies to Promote Yourself and Your Business Date: Wednesday, November 8 Time: 2:00PM EDT Presenter: Amy Evans Are you interested in learning how to leverage LinkedIn to fuel your success, promote yourself and…

I’ll be a Panelist on the BenefitsPro Webinar on October 25 – How Innovative Brokers Set Themselves Apart

Date: Wednesday, October 25, 2017 Time: 2pm ET | 11am PT Cost: Free Sponsored by:   It’s a tough time to be a broker – compensation continues to shrink as regulation mounts and competition increases. To succeed, you…

What is the California Roadblock Removal Act, and How Does it Relate to SB562, the Healthy California Act (aka Single Payer Health Care)?

This article was originally posted on LinkedIn. In my last article in BenefitsPRO, I provided an update on the single payer movement in California and at the national level. I included a point on a recent ballot…

Stop Misleading People with the Wrong Terms – More Thoughts on Single Payer

This article was originally posted on LinkedIn and was featured on LinkedIn Pulse. I recently got the following question from my friend Tom DiLiegro on LinkedIn: “To me, there seem to be several definitions of single…

What’s The Good News, Ladies?

I’m honored to be featured in the September 2017 edition of “What’s the Good News, Ladies?” in BenefitsPRO Magazine. See the full article here. “This has been a stellar year for me! I have grown…

Q&A on Single Payer Health Care

This article was originally posted on LinkedIn. I recently posted the following question on my LinkedIn and Facebook pages: I’m working on an article about the next steps that are being made in CA and nationally towards…