
BROKER SMACKDOWN

TOPICS COVERED
- Financial Management
- Financial Statement Analysis
- Financial Ratio Analysis
- Equity management
- Sales office decisions
- Competitive analysis
- Lead source management
- Production analysis
- Customer management
- Customer segment analysis
- Customer contribution profit & margin
KEY TAKEAWAYS
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Making sound business decisions and experience designed to grow financial and leadership acumen.
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Understanding markets, competitions, suppliers, customers, and regulations.
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Focusing on key success factors and big picture planning.
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Creating challenging goals that support business strategies.
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Understanding group dynamics and identifying barriers and opportunities.
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Valuing others’ concerns and contributions to create positive team relationships.
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Effectively expressing oneself verbally.
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Promoting information-sharing and teamwork to solve business problems and meet goals.
WHO SHOULD ATTEND?
Firms are encouraged to send teams of two or four emerging leaders (high-potential employees or those with less than 5 years of experience in leadership or management positions) to any competition.
Titles of past participants include:
- Broker/Producer
- Service Team Leader
- Regional Vice President
- Agency Partner
- Account Executive
- Employee Benefits Advisor
- Managing Director
- Marketing Manager
- Operations Manager
- Practice Leader