Tag Archives: management

In the financial services sales world, the threat of a lawsuit is just part of the cost of doing business. Insurance agents and financial advisors expose themselves to the threat of a lawsuit almost every time they put pen to paper – and even the most dedicated and knowledgeable agent isn’t immune. Lawsuits typically arise out of miscommunications, which can …

1. Those goals are not my goals! Sometimes managers don’t succeed in getting employees to buy in to the plan. Unless managers work hard with their employees and agents to develop a sense of ownership, employees will not likely attain goals set for them. The Fix: Involve your staff in the goal-setting process. Get bottom-up input into everything from your …