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How to be a High Performance Insurance Broker Part 4

The step by step system to turn your insurance practice into a high revenue generating machine (The Plan,goals,&Counsel)
4.0 (5 ratings)
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54 students enrolled
Last updated 4/2014
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  • 2 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
To learn effective goal setting
To outline the goals and tasks to reach your vision
To create the plan that will make you a peak performer
To understand the value of outside, unbiased counsel
To wrap up all of the concepts we’ve discussed into your plan going forward
View Curriculum
  • To successfuly complete this course you will need internet access, printer, and a mind ready for success.

How To Be A High Performance Insurance Broker was designed for insurance agency principals and brokers to show you the exact steps to creating your practice precisely the way you want it to be. The course was designed to help you unlock all of the potential that you and your practice possess. This is the complete guide for insurance agency principals who want to maximize revenue, maximize profit, and enjoy their practice more, while not adding more hours to their work week. It has come out of the culmination of 11 years of working directly with agency principals on development and peak performance.

We highly recommend you take all four parts, however, each part is a comprehensive course in and of itself.

Materials Included:

  • Video Lectures
  • Handouts
  • Exercises

Time Requirements:

  • Lectures & Handouts 4.5 hours
  • Exercise 2 - 4 hours

Part Four – Creating the plan, Achieving Goals, and the Power of Peer Counsel
“If it doesn’t get measured, it doesn’t exist”. In this course, you’ll learn the importance of accountability and keeping score. You’ll understand the importance of having a plan, goals, and behaviors and why they are necessary to be a high performance broker. You’ll see how goals play a role in our vision and the importance of proper goals setting. We’ll also uncover some myths around goal setting. You’ll also learn the importance of having good outside counsel if you want to perform at your highest level. Whether it’s a coach or a peer advisory board, solid outside counsel can become the most effective tool for problem solving and proactive solutions.

Who is the target audience?
  • Insurance Agency Principals
  • Insurance Agents
  • Insurance Brokers
  • Business Owners
  • Entrepreneurs
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Curriculum For This Course
Expand All 18 Lectures Collapse All 18 Lectures 02:35:46
Power of Counsel, Utilizing Experts & Peers to Support your Brighter Future
5 Lectures 45:52

Power of Counsel, Utilizing Experts (Coaching)

Lesson Handout
5 pages

You have completed 1/3 of the course, let's see how you are doing.

Power of Counsel & One on One Coaching Quiz
6 questions
The Truth about Goal Setting
4 Lectures 36:31
The Truth about Goal Setting Part 1

The Truth about Goal Setting Part 2

Lesson Handout
5 pages

Article: The Truth about Goal Setting
5 pages

You are 2/3 complete, let's see how you are doing.

The truth about goal setting quiz
5 questions
Creating and Executing your Plan for a Brighter Future
6 Lectures 29:27

Performance Based Measurements

Lesson Handout
6 pages

Executing Your Plan

Lesson Exercises
5 pages

Completed Exercises
8 pages

This is it, your final quiz, good luck

Finish line Quiz
5 questions
Summing it all Up
3 Lectures 07:56
Summing it all Up!

Lesson Handout
2 pages

About the Instructor
4.0 Average rating
27 Reviews
2,050 Students
5 Courses
Entrepreneur, Author, & Teacher

Michael and Maria Keiser are the co-owners The Entrepreneur Circle, LLC , co-creators of How to be a High Performance Insurance Broker …The Step by Step Guide to turn your Insurance Practice into a High Revenue generating Machine”(peak performance training class), and authors. The Entrepreneur Circle is a confidential forum for entrepreneurs to embrace their most intimate, personal and professional issues, which in turn provides them the capacity to execute their plans. After coaching hundreds of business owners and carefully studying peak performance, they created How to be a High Performance Insurance Broker , a four part course devoted to teaching people how to think, talk and behave like a peak performer.

The Keisers have been business owners since 1997 and use their business knowledge and experience to assist their clients in building profitable and valuable companies.

Prior to The Entrepreneur Circle, Maria was the COO for American Mobile Scan, a company that provided on-site bone density testing, and General Manager/ Event Coordinator for All-in-One.

In 2007 Maria was recognized as a 40 Under Forty by The Hartford Business Journal. Maria’s hobbies include tap dancing and reading.

In 2013 Mike and Maria Published “Your Practice by Design…A Step by Step guide to being a High Performance Insurance Broker”

Prior to The Entrepreneur Circle, Mike was the Founder and President of American Mobile Scan, a company that provided on-site bone density testing to physicians and hospitals.

Mike is a combat veteran of the Gulf War, where he served with a forward surgical team in Iraq.

Mike is also a life long drummer and fan of the Pittsburgh Steelers.

They live in Manchester, CT with their two children.

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