Building a Business that Gives Life Meaning |

Your business should give you a better life, not destroy it. Unfortunately, if you don't build a solid foundation in your agency early on, your business can bankrupt you financially and emotionally!

These courses, along with our coaching program, are designed to help you create the lifestyle you have always dreamed of. Starting with a clear understanding of your values which match your vision for success, we will work with you every step of the way which will help you live a life with no regrets.

Let's get started!

Module 1	Onboarding - Introduction to the Coaching Process
There are no units in this module.
Module 2	Product Knowledge
There are no units in this module.
Module 3	Leadership and Self-Awareness
Unit 1	A Starting Point
Unit 2	Discovering Your Passion
Unit 3	Discovering Your Passion Worksheet
Unit 4	Why You Are Here
Unit 5	Taking Responsibility for Your Success
Unit 6	What's Important Now
Unit 7	What's Important Now Questionnaire
Unit 8	Inventing Your Leadership Style
Unit 9	Leading with Passion
Unit 10	Creating a Winning Attitude
Unit 11	Your Agency Story
Unit 12	Stay True to Your Dream
Module 4	Strategic Planning
Unit 1	Why Most Agents Plateau and What to Do About It
Unit 2	So What Makes Successful Agents So Unique?
Unit 3	The Four Levels of Business Development
Unit 4	The Myth of the EMyth
Unit 5	Creating a Self-Running Agency
Unit 6	Using Org Charts to Turn Dreams into Reality
Unit 7	Employee Agreements that Work
Unit 8	Creating a Business Plan for Success
Unit 9	The Cost of Wasted Time
Unit 10	Self-Organization Techniques
Unit 11	Time Management Skills and Maximizing Efficiency
Module 5	Branding
Unit 1	Building Your Brand
Unit 2	Building Your Brand Worksheet
Unit 3	Advertising Your Brand
Unit 4	The Ultimate Customer Experience
Unit 5	Differentiating Your Agency
Unit 6	Office Essentials
Unit 7	Your Lease Agreement
Module 6	Marketing and Sales
Unit 1	Built to Impress Sales
Unit 2	Developing Your Marketing Strategy
Unit 3	Project 100
Unit 4	Understanding the Competition
Unit 5	Overcoming Call Reluctance and the Fear of Failure
Unit 6	It's Who You Know! Building Your Centers of Influence in Your Community
Unit 7	The Introverted Extrovert - How to Lead When You Would Prefer to Read
Unit 8	Setting Your Sights on Commercial
Unit 9	Exploring Social Media
Unit 10	Financial Sales Systems that Pay
Unit 11	Life Sales Made Easy
Unit 12	Stop Quoting and Start Building Relationships!
Unit 13	Generating Leads Through Trade Shows and Event Marketing
Unit 14	The Lost Art of Cold Calling
Unit 15	The Secret to Referral Systems
Unit 16	Marketing Ideas to Get Your Agency Growing Again
Module 7	Systems Development
Unit 1	Creating Meaningful Systems that Work
Unit 2	Your Employee Management System (EMS)
Unit 3	The ContractCoach Agent Interview and Lead Generation System
Unit 4	Your Recruiting System - Lead Sourcing
Unit 5	Your Interview System - Selecting Your Next Top Producer
Unit 6	Your Hiring and Selection Process
Unit 7	Your Review, Training and Motivation System
Unit 8	Your Firing System - When It's Time to Move On
Unit 9	Office Manuals and Procedure Guides
Unit 10	Technology and the Modern Insurance Agent
Unit 11	Your Sales System
Unit 12	Your Retention System
Unit 13	Your Accounting System
Unit 14	Your Quality Control System
Module 8	Staff Development
Unit 1	Staffed to Grow
Unit 2	Hire the Right People and Teach Them the Right Things to Do
Unit 3	Invest in Quality People
Unit 4	Creating a Culture of Success
Unit 5	Compensation Programs that Motivate
Unit 6	Awaken Your High Performance Team
Unit 7	Getting Your Experienced Staff Engaged
Unit 8	The Leader Inside Your Office Manager
Unit 9	Setting Expectations and Demanding Accountability
Unit 10	Installing Ethics and Leading With Integrity
Unit 11	Staff Meetings that Ignite
Unit 12	Resolving Conflict and Frustrations
Unit 13	The Power of Self-Staff Appraisals
Unit 14	Your Staff as Raving Fans
Module 9	Client Retention
Unit 1	Driving Customer Retention
Unit 2	Why Customers Leave and What to Do About It
Unit 3	Know Your Customer or Lose Them
Unit 4	Service After the Sale
Unit 5	Under Promise and Over Deliver
Module 10	Finance
Unit 1	Finance 101 - OK, I Own a Business, Now What?
Unit 2	Understanding Business Finance
Unit 3	Following the Right Financial Path
Unit 4	Too Much Month and Not Enough Money
Unit 5	Tax Planning Strategies for Insurance Agents
Unit 6	Making Solid Investments for Growth
Unit 7	Accounting Fundamentals
Module 11	Life Balance
Unit 1	Balance is the Key to Long Term Success
Unit 2	100 Steps to a Successful Agency
Unit 3	The Power of Perception
Unit 4	Your Bucket List and Having Time
Unit 5	Priorities and Living Life with no Regrets
Module 12	For Recruiters Only
There are no units in this module.