Insurance Broker and Consultant Supporting Business Owners

Please don’t miss this sure to be exciting and informative podcast interview with recording artist and producer, EdJe. I was fortunate to get EdJe to be a guest while he is working on some projects in Rio Piedras, Puerto Rico.

When conducting your market analysis, you will often hear the term “fragmented market,” and the fragmented industry meaning refers to a market that lacks major players that dominate the industry. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

It would have been nice if dental, medical, law degrees came with clients ready to buy. And, add to the above statement, dental, medical and law schools and CPA certification classes do not offer business development courses in their curricula. I can also add insurance brokers, real estate brokers, hair stylists, plumbers, HVAC companies, medical group CEOS, and homebuilders to industries where bu...

I finally met a CPA who works with small business owners as a trusted advisor. Karla Sasser, CPA offers comprehensive consulting and management advisory services. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

Little did I know that the corporate job I had in the early 2000's would be my professional and income producing salvation twelve years later. So what happened on November 10, one week after I started my company on November 3? Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

The marketing proposal starts as an investment and, at the end, the marketing dollars were an expense. The "investment" presumed revenue dollars would exceed the investment by twice or higher the marketing investment. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

This is the fifth and final episode where Karla talks about outside IT consultants collaborating with company IT staff.

Karla defines KPI's as measurements of observed company performance  vs expected company performance. KPI's have broad industry usage from customer service to staffing to sales.

Karla says that the business topic of internal control is quite boring. Although boring, internal control procedures save money, reduce financial theft, and give business owners peace of mind that their companies are operating at optimum levels.

In Episode 2 of 5, Karla Sasser highlights drafting IT security policies and vendor risk assessments procedures to meet business owner needs.

In Episode 1 of 5, Karla Sasser introduces listeners to her practice and extensive background in accounting, operations management and information technology.

This episode highlights the fifth and final of the front-end sales activities. Getting zero-cost referrals to your business is possible by providing your newest clients great sales experiences. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

The Closing activity is the fourth, and the final, of the five front-end sales activities. Your potential client has showed up to the appointment to meet with you about your product or service. The Closing activity decides whether you make a sale or lose a sale. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

My company saw the dental industry calamity coming in 2017, but dental practice owners were not ready for our company's business development solutions. Hopefully, there is still time to help a few dental practices get back on track. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

Setting Appointments is the third of five front-end sales activities. Listeners will get an introduction to 321 Biz Dev's proprietary sales system called SWAS (Selling Without Appearing to Sell). Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

The prospecting phase follows the contacting phase. The prospecting phase identifies who may want your product or service and who can afford your product or service. Most people believe prospecting is a mechanical activity. However, prospecting over the phone or in person is a psychological activity. The reason the majority of small business owners do not want to prospect is because their brains r...

Greg Marshall is licensed as a financial advisor in Nevada, Texas, Virginia, Florida, Minnesota and California. Greg brings a people-centric approach to help consumers with their financial planning needs. His website is allivantage.com

Contacting is the front-sales activity most shunned by small business owners. There are many reasons for contacting to be least liked function of sales growth. This show will highlight some interesting areas about contacting. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

Broadcasting live Monday through Saturday to save small business owners anywhere in the world. Be careful about marketing pitches. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

Here's our first show on from a live radio show on Blog Talk Radio. Biz Owners Caller Prep Board. Visit blogtalkradio.com/callerprepboard. The 30-minute show is live at 8am (ET). Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

This information is effective March 31, 2021. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

There is something about the human mind, especially in the area of business development, where business owners push back on new information to improve sales productivity and sales performance.

A sales system is a visible, logical and repeatable set of steps to move a product or service from a business to a consumer with predictable, favorable results. By definition, a sales system works. And, for this reason, a sales system is rarely changed.

Consumers are telling 321 Biz Dev that credentialed providers are leading conversations with their education and experience at appointments instead of, first, getting to know consumers. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

The business owner saw her ads on television, heard her company's name on the radio, and saw her posts on social media platforms. The business owner even received the marketing mailer at her address...and it look great...and it felt great getting the advertising piece in the mail just like the other 1,000 recipients. This post and related podcast episode will look at how, why and when money spent...