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A Can-Do Mindset is Essential for Insurance Agency Success

Where you go in life and business is up to you. Yes, it’s true that some are more successful than others. Not everyone ends up with a huge organization, fabulous wealth or the ability to do …

| By Tony Caldwell

“Dancing with the One Who Brung Ya” Can Be a Mistake

Dan Sullivan of The Strategic Coach program points out that one of the biggest things that stop entrepreneurs from continually growing is what he calls, “the ceiling of complexity.”  This is his …

| By OAA Admin
hand drawing a growth chart in a notebook

Stop Doing

I was once asked by a floundering insurance agency owner how he could grow his agency from where it was to something bigger.  I gave him the advice to do more of what had gotten him where he was.

| By OAA Admin
tony caldwell standing in a hallway ringing a gold bell

Improving Insurance Sales Success

It’s interesting to me to see that some insurance agents are phenomenally successful in sales while others with similar skills, personality, training, and even drive aren’t. There are lots of ways to …

| By Tony Caldwell
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How to Prepare to Borrow from a Bank

During a recent Circle of Excellence discussion (our regular informal meeting with high performing partners), we talked about the role of a Chief Financial Officer (CFO) in a growing business. One of …

| By Tony Caldwell

Budgeting is Not Planning

The fourth quarter is the time of the year when business people typically work on preparing budgets for the coming year. This is an important process that should involve all of the leadership of the …

| By OAA Admin
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Help Your Insurance Agency Bottom Line with Carrier Retention

Hi, it’s Tony. I’d like to talk to you for just a moment about retention. Not your retention rate in your agency, but the retention you have in your book of business with our strategic partner …

| By Tony Caldwell