Finance/Insurance

financialsolve_problemAccountants, Insurance Agents, and Financial Planners are for the most part independent agents who measure success by their own personal achievements. They face issues in the areas of sales, market planning, leadership and time management. Shown below and linked to our blog are a number of projects and programs which are specific to their success.

  • Leadership During a Crisis
    Resilient Leadership You started the year with great plans and expectations, but sometime during the month of March, the work seemed to end. It was if your customers went into hiding and your telephone stopped ringing. If you are a retail business or retail store, you had to shut down. You had to layoff much of the staff you had hired and trained over a period of months and years. You found yourself disheartened and in a state of crisis. Stephen Covey ...
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  • Focus on the Plan
    Staying Focused  So often we find that a business or a nonprofit organization has wandered into an area which might not be consistent with their Mission. They are spending time and energy addressing some idea that diverts them from the important issues which need to be addressed. Let me remind you that our business name is RLS Focused Solutions. One of the roles of a business coach is to remind the client not to lose their focus. Let’s consider an example. I ...
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  • Trust at Work
      Trust and Leadership I believe at the core of leadership is whether the leader is trusted by others. Would you be motivated to believe and follow a manager who you did not trust? How would the staff work to accomplish the plans and goals put forward by that leader or manager? Whether you are the owner of a business, the leader of a nonprofit, or a government official, leadership starts with Trust. This is true not only in leadership, but in all ...
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  • New Year Plan
    A Time to Plan This is that time of year when we reflect on the events of the previous year and begin to plan for the current year. Think back over the last year and think what you learned from your failures and successes. We hope to be lifetime learners and understand that much of our education comes from our practical experience. Therefore, let’s build our future with what we learned for the past. In thinking back over 2019 ask yourself: What ...
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  • Effective Strategies for Employee Retentions
    Effective Retention Strategies  There is ongoing discourse in all sectors (public, private, healthcare and non-profit) regarding the need for retaining talented employees. And there is consistent agreement that doing so can be more difficult and challenging than hiring them. The retention of good employees is a human resources strategy that contributes in many ways to the overall performance of an organization. Effective employee retention results in lower turnover and associated costs, increased customer and employee satisfaction, increased productivity, improved product quality, and ...
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  • Delegation of Responsibility
    The New Supervisor Susan is the owner of a profitable and growing service business. She has worked hard to grow the business, spent many hours away from family and friends. She has done most of the business management herself, dedicating only minor clerical tasks to others. Her strengths are in sales and marketing, but she is frustrated by being constantly  pulled away to supervise the work crews and address customer complaints. The conclusion is that she must begin to delegate some ...
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  • Business Profitability
    Management by the Financial Statement  As we work with small and emerging businesses, one of the most rewarding milestones is when the business leader is able to read and evaluate the state of their business by reading and understanding their monthly financial statement. Most start-up business leaders manage their businesses by the balance in their checkbook. This is understandable since they must have the funds to pay employees, supplier and feed their family. As they grow, this is not enough to ...
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  • Building Leadership
      Building the Leadership Team Our client businesses come with a variety of objectives for the sustainability of their efforts. Some just want to be more profitable. Some want to pass the business onto their family. But the ones who are the most exciting are those who want their business to grow in services and products they provide. Of course, that includes growth in revenue and profitability. These are building enterprises of greater value. Most start with a founder, who by their ...
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  • Coaching People
      Coaching People to Think  As a young co-op student with General Motors, one of my first assignments was to work in the personnel department (we now call it Human Relations). People would come in to apply for work. We would tell them to fill out an application and we would keep it on file. One day I was standing at the counter talking to a supervisor in the department when an applicant came through the door and asked, “What are the ...
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  • Making Meetings Worthwhile
    Do You Hate Meetings? In his book Traction, Gino Wickman discussed the development of effective and meaningful meetings. He reports that surveys, where people were asked to rate the effectiveness of meetings on a scale of 1 to 10, the responses were in the 4 to 5 range. Over the last year, I have been involved in a monthly leadership meeting with a client and have observed that attendance had become a struggle. In talking to several of the participants, I ...
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