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)
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  • Lectures 18
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2014 English

Course Description

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.

What are the requirements?

  • To successfuly complete this course you will need internet access, printer, and a mind ready for success.

What am I going to get from this course?

  • 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

Who is the target audience?

  • Insurance Agency Principals
  • Insurance Agents
  • Insurance Brokers
  • Business Owners
  • Entrepreneurs

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Power of Counsel, Utilizing Experts & Peers to Support your Brighter Future
Power of Counsel, Utilizing Peers to Support your Brighter Future Part 1
Power of Counsel, Utilizing Peers to Support your Brighter Future Part 2
Power of Counsel, Utilizing Experts (Coaching)
Lesson Handout
5 pages
6 questions

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

Section 2: The Truth about Goal Setting
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
5 questions

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

Section 3: Creating and Executing your Plan for a Brighter Future
Creating Your Plan
Performance Based Measurements
Lesson Handout
6 pages
Executing Your Plan
Lesson Exercises
5 pages
Completed Exercises
8 pages
5 questions

This is it, your final quiz, good luck

Section 4: Summing it all Up
Summing it all Up!
Lesson Handout
2 pages
Concluding Lecture

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Instructor Biography

Mike & Maria Keiser, 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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