Tips from the Top - October 2018


How to Talk with Clients

A big recent take away from my board is how to talk to my clients...

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What If

When you are conducting Risk Management or Planning, challenge your team and yourself to look ahead at the potential outcomes. Ask yourselves...

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Quick Tips

Success with Suppliers

Come up with both vetting questions for prospective providers as well as a way to measure their success. This will help ensure that you get good value and establish strong relationships.

By : TAB Denver West Board 451

Find the Right Tools

If you have a tool or system that doesn't work, get rid of it and find one that does.

By : Meagan Fearing, Insurance Marketing Enterprises, I

Don’t Be a Slave to Your Numbers!

Don’t be a slave to your numbers, use them to see where opportunities lie.

By : TAB Winnipeg Board 210

Assistants Can Be Helpful

If customers insist on speaking with you (the owner) all the time, you should consider hiring an assistant who can be helpful with the customers, but also act as the gate keeper.

By : TAB Winnipeg Board 210

Staying on After the Sale

When selling your business if you’re staying around during the transition, consider negotiating an employment contract that provides the specific terms and benefits you want versus converting to an At Will employee. Ensure that there are clear exit terms in case things change and you need to exit sooner than planned.

By : TAB Focused Directions