Originally published on November 13, 2019 Serving our community’s TOP TRUSTED ADVISORS Confidence is going after Moby Dick in a row boat and bringing tartar sauce with you- Zig Ziglar Imagine working with a top 5 producer in an industry complementary to yours. The arborist who’s “the fallen tree person”…

Originally published on November 13, 2019 Serving our community’s TOP TRUSTED ADVISORS Go West young man- Horace Greely In the 1800’s, everyone was talking about the West. The uncharted, unknown land of opportunity. That’s where “Beyond expected” value added service needs to come from. …

Originally published on November 4, 2019 Serving our community’s TOP TRUSTED ADVISORS Talk is Cheap- Gridley Herald People like knowing what to expect. When my family and I go to Sunday service, we know there will be some singing, some readings, a short lesson, more singing, and we’ll be on…

Originally published on October 16, 2019 Serving our community’s TOP TRUSTED ADVISORS Understand what your competition does, and do it slightly better Most realtors feel, “Insurance just doesn’t affect me that much.” They tell the client to work with the person who does their auto and move on the next…

Originally published on October 1, 2019 Serving our community’s TOP TRUSTED ADVISORS Delivering only the basics leaves average our greatest potential outcome With the intention of looking at this opportunity from the same paradigm, let’s set a precedent that “beyond expected” service isn’t providing your service in an agreeable, professional…

Originally published on September 23, 2019 Serving our community’s TOP TRUSTED ADVISORS Ignorance is the choice to avoid the unknown. Problem solving is the choice to avoid being ignorant. At inception, Elevated Insurance was a “scratch agency”. When it started, there was no staff in place, no processes to follow…

Originally published on September 9, 2019 #1: What the “Trusted Advisor” is missing Real knowledge is to know the extent of one’s ignorance — Confucius If you are in a role where clients trust you… I mean really trust you… you have vendors wanting to capitalize on the trust you’ve…

Originally published on August 29, 2018 Sreeeeech….. SMASH! Your plans for the evening just got re-written. Your heart is pounding, head is “swimming”, and you’ll need to make decisions in the next few minutes that will cost your thousands of dollars if you act incorrectly. …

Originally published on August 14, 2018 Do you have that person in your life that is always doing a walk/run for a cause? How about that team member who gets most fired up about a blood or peanut butter drive and is always working to get others involved? …