We all want to win new customers, but a critical part of business growth is customer retention. Having poor customer…
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Steven Germundson of OPTIS Partners is back this week to share his expertise on Succession Planning. Steve has a useful…
For Agencies looking to transition internally, the landscape continues to change as private equity acquisitions increase. In this episode, we…
Your organization is made of people, processes, and technology. How those three components share and retain information is Knowledge Management….
When is the last time you popped the hood on your company’s culture? The softer side of business such as…
Dr. Erin Cornelius joins us for an update on the lasting impact of Covid 19. She argues the silver lining…
This month Iroquois is focused on the importance of producer coaching and we couldn’t resist revisiting Charlie’s conversation with Ian…
When you work with Iroquois, you’re working with a partner who’s on your side. This week we check in with…
Guest Scott Addis, founder of Beyond Insurance, picks up his conversation with Charlie on goal setting. In this episode we look at ways to empower producers with…
Starting this month, the Trusted Advisor Podcast is changing its release schedule to the 1st and 3rd Tuesday of the…
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