Quick, Easy, Success Stories

Over my two decades in this business I have had the privilege to talk to huge producers across our great country and gather their insights. At the request of many agents, I finally have written a book where I can share all these awesome ideas.

Few, if any, of the ideas are mine. They are all ideas shared with me by the super successful agent.


Very soon you will have an opportunity to read my new book (yet untitled). Below is a couple of the ideas I thought you might enjoy.

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Tip 15. Hire A Social Media Manager
One of the best things I have done for my business is to hire a social media manager. She works for me in another city for 20 bucks an hour at about 20 hours a month. That might sound like a lot of money, but because she’s a contractor (no paid benefits) – and because I only pay her as needed – it’s a surprisingly reasonable cost to help build your personal brand.

Your social media manager can live anywhere. I have never even met mine in person.

If you don’t understand how social media can help your business, you need to learn. These websites are effective and inexpensive tools for building your personal brand and the brand name of your business – keys to successfully earning the respect and trust of your clients.

But establishing and maintaining a social-media presence, and doing it right, can be time consuming. That’s why, like hiring a part-time staffer, employing a freelance social media manager is a better use of your time than handling it yourself. A social media manager will get your name and business before the right people on LinkedIn, Facebook, Twitter, YouTube, etc.

You need to become familiar enough with social media to give your social media manager direction. There are hundreds of resources on the Web to help you get up to speed. You don’t want the social media expert you hire to go off in a direction you never intended because you didn’t give him or her enough guidance. Still, be open to their new ideas that you might not have considered.

Social media is an important tool for reaching potential clients through its powerful networking capabilities. Use this new technology to its fullest to help build your business.

What do I want to accomplish with my social media strategy? If I hire a social media manager, how can he or she add value to my business and personal branding efforts?

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Tip 16. Manage Your Day The Night Before
In my experience, I have found that high-end insurance and financial services producers run their businesses better in many ways than small-time producers. One key difference I continually see is that top producers have a plan for each day – and that they devise these plans the night before. That’s when they decide what they will do and how much time to devote to each task, making their days more efficient and profitable while reducing stress and wasted energy.

Poor producers don’t have a plan. They come into each day helter-skelter, reacting to events rather than proactively setting the tone for what they want and need to get accomplished.

Be like a top producer: create a to-do list the night before. That way, it’s on your mind when you go to bed. I even find you can think about your list and what you need to do while you are sleeping. If you wait until you arrive at the office to make your list, it’s too late. Your day starts to take advantage of you before you can tackle what you have planned.

It’s all about being proactive rather than reactive. Reactive tasks, which are a part of conducting business, are for your internal staff. Reactive people get paid a small salary. Proactive people get paid the big money. That’s why you want to proactively run your business and have your staff handle the vital reactive stuff that keeps your business humming.

In addition to creating to-do lists, what else will I do consistently to plan for each workday?

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