Insurance Broker and Consultant Supporting Business Owners

Now, we have an evolving situation with businesses struggling to stay open and erratic shutdown orders, after being open for 20, 30 or more years. This reshuffling of who is in business and not in business has elevated the concept of "business musical chairs".

A true titan in the California real estate industry, Kenny Session is the real deal. After restructuring from the mid 2000's real estate and mortgage crisis, Kenny is connecting buyers and seller with agents throughout California...but this time in a virtual environment. Kenny has the recipe for real estate success and is starting where he left off. Kenny is hiring agents across California to serv...

Social media is for social issues. Finding clients for your white-collar small business is not social.

This is a red alert episode. Please do not listen if hearing truth is a challenge. If the business owner is not making an effort to increase revenue more than the competition, then he or she is not really a business owner. This person in charge of the company...the CEO, the president, the principal, the sole proprietor...is really an order taker. An order taker just waits for a potential customer...

What our consulting firm sees is many white-collar small business owners are deficient in finding new clients. Yes, business owners think about needing more clients day and night. The mental energy is focused on finding new clients but the action plan is missing.

Can you imagine a situation where a Los Angeles CPA is the most talented in the city, but interviews with prospects are adversarial? The CPA knows his or her industry well, but is unable to connect with the prospect to add the new client to his or her practice. I have seen this outcome over the last six years. Again, this is not good for the CPA nor 321 Biz Dev. And, the prospect is given a less t...

This episode is sponsored by future Life Insurance Broker Yeilyn Rodriguez who should be licensed in January 2021.

This episode highlights intermediate to advanced small business owner material for attorneys, CPAs, dentists, plastic surgeons, insurance brokers and real estate brokers. Each industry has an advantage component superior to the opportunity component. This episode is sponsored by Moraima Lescay, Miami, Insurance Broker.

321 Biz Dev advises agents and their brokers to take a different path than the training programs most real estate trainers use. 321 Biz Dev believes new agents should contact as many people as quickly as possible in their first few weeks.

A graduate of University of California, Santa Barbara with a Bachelor’s degree in Mathematical Science, Joseph also earned his MBA from San Francisco State University.  Joseph wrote his MBA thesis on the housing crash and financial crisis, a crisis which significantly changed the California real estate market. Joseph takes great interest in analyzing stocks, bonds, taxes, new loan policies an...

It has come to my attention that white collar professionals assume 321 Biz Dev sales system training, business development experience and our ability to find clients do not match the technical knowledge and education of attorneys, CPAs, dentists, plastic surgery, insurance brokers and real estate brokers. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)

Are you a consumer looking to connect with a business professional such as attorney, a CPA, a dentist, a plastic surgeon, an insurance broker, or a real estate broker? Are you a business professional looking for a better way to add new customers and clients? 321 Biz Dev is the number one source for consumers looking for true industry professionals. What we mean by professional is not only is the a...

As a consulting firm CEO, I've studied this situation for the last six years. Now, in 2020, most white-collar professionals (attorneys, CPAs, dentists, plastic surgeons, insurance brokers, and real estate brokers).  It's official through observations and discussions with white-collar professionals that social media is not an effective method to market and add new clients. Podcasting or insert...

There are more franchise agencies selling life insurance but these are the most popular names. Many agents selling at franchise, brand name insurance agencies tell our company that they would love to sell more life insurance.  The biggest hurdle is the majority of insurance agents do not know how to sell life insurance. Most agents sell homeowner and auto insurance policies because these two...

321 Biz Dev offers 60 second slots for $35 to small business owners, upon acceptance of your business products and services. 321 Biz Dev will 60 second slots for $60 to small business owners who wish to record their own promotion and to be inserted into an episode upon acceptance of your business products and services. 321 Biz Dev offer full 30-minute segment for $200 to small business owners who...

This is an episode from a Blog Talk Radio show.

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This episode is from a Blog Talk Radio show.

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This episode is from a Blog Talk Radio show.

You might want to drink some coffee on this episode. I completely nerded out. But, personally, I loved this episode.

There's always a reason for something. 

We are excited to announce that after two months of waiting for our application to be reviewed by iHeart Podcast, 321 Biz Dev LLC is now on the platform. Our content is unique in discussing sales topics typically heard at the corporate level but formatted for white-collar small business owners generating $500K up to a few million dollars in annual revenue.

Nothing is clearer with these Covid-19 lockdowns than understanding you can only focus on today. Tomorrow never comes. Meaning, prior to Covid-19 lockdowns, white collar small business owners used to say “business will get better” or “I think business is improving” or “when the economy gets better” or “I’m doing okay now”.

In B2B selling, this one of the biggest problems stopping independent salespeople from selling to other business owners.