Ditching the Legacy Agency Mindset to Create your Dream Team
Date & Time
Friday, August 21, 2020, 4:50 PM - 5:40 PM
It's difficult to see the need for change when you are in the middle of it. Many agencies and advisors are still holding onto the antiquated broker model. A model that worked when it was easy to bring in revenue without being innovative or purpose driven. The brokers who prosper today are not the most experienced or hard-working, but the ones most responsive to change. They are the brokers who have evolved their workplace structure and marketing strategy to speak to the goals of their employees and clients.
Using their experience and current roles within their agencies, Jessica Du Bois and Jeff Grocky will pivot between two critical areas where advisors and agencies have the most trouble: agency structure and marketing. They will share case studies, demonstrations, and action items for laying the ground work for growing your agency in 2020. This session is designed for agencies of all sizes.