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…

5 New Year’s Resolutions for a Growing Agency

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4 Tips for Brokers When Responding to RFPs

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6 Ways Brokers Can Increase Productivity

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Friday, September 23, 2016 from 9:00am to 10:00am Learn tips on how to use LinkedIn to enhance your business, including maximizing your LinkedIn presence and making the most of your own profile. “Social media is…

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5 Things that Helped a Rookie Agency Owner Succeed in Year One

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Turning Unexpected Opportunities into Additional Revenue

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5 Benefits of Post-Renewal Meetings with Clients

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