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"Work-Life Balance"

Have you ever questioned the relentless pursuit of busyness and the elusive pursuit of happiness in your career and life? Join us for an insightful session where we explore the common dissatisfaction despite working tirelessly. Brandon will lead you on a journey towards a more intentional and balanced life by emphasizing the importance of effective time management. Learn how to prioritize what truly matters and create a well-balanced schedule that aligns with your aspirations and values.

Learning Objectives

  • Intentional Living: Gain a deeper understanding of the concept of intentional living and its transformative impact on your overall happiness and fulfillment.

  • Effective Time Management: Learn practical strategies for creating a functional schedule that optimizes your time, allowing you to achieve your goals while maintaining a work-life balance.

  • Prioritization Skills: Develop the ability to identify and prioritize the most important aspects of your life, helping you focus your time and energy on what truly matters to you.

  • Balanced Living: Discover techniques for achieving a well-balanced life that aligns with your personal and professional aspirations, ultimately leading to greater satisfaction and contentment.

"Brandon was terrific! He understood our situation, communicated very well and came up with a solution that was perfect for our needs."

Helene Cole

Tempe, AZ


"Dollars & Sense"

In today's fast-paced world, financial literacy is not just an advantage; it's a necessity. "Dollars & Sense" is an empowering workshop designed to guide participants on a transformative journey toward financial freedom. This comprehensive course delves into the essential aspects of personal finance, equipping attendees with practical skills and knowledge to navigate the complex world of money management.

Learning Objectives

  • Emergency Fund Essentials: Learn the art of saving for unforeseen circumstances. Participants will discover strategic methods to build a robust emergency fund, providing financial security and peace of mind during unexpected situations.

  • Fast-Track Debt Repayment: Debt can be overwhelming, but it doesn't have to be a lifelong burden. This workshop provides proven techniques to pay off debts quickly and efficiently, liberating individuals from the shackles of financial obligations and fostering a debt-free future.

  • Smart Spending Strategies: Understanding how to spend wisely is key to maintaining financial stability. Participants will gain insights into budgeting techniques, intelligent shopping habits, and how to make informed financial decisions that align with their long-term goals.

  • Investing for a Prosperous Future: Building wealth is not just for the financially elite; it's an achievable goal for everyone. "Dollars & Sense" demystifies the world of investments, teaching participants how to grow their money intelligently. From basic investment concepts to advanced strategies, attendees will learn how to invest in stocks, mutual funds, real estate, and retirement plans.

"Brandon, took great care to get back with us in a very timely and professional manner. We would highly recommend his services again! Thank you."

Ann Gunnin

Bozeman, MT

"Retaining Clients"

In the insurance industry, the emphasis on new business often overshadows the equally vital aspect of client retention, with only 30% of agencies maintaining a balanced approach. Consider this: most conferences and training programs heavily prioritize marketing, lead generation, and sales, leaving retention in the shadows. Brandon, having recognized this gap, created a retention specialist role in his agency, leading to remarkable improvements in retention rates and cross-selling opportunities. Join us for an enlightening session where Brandon shares his proven systems and strategies to help you strike the right balance between acquiring new clients and retaining existing ones.

Learning Objectives

  • Balanced Business Focus: Understand the significance of maintaining a balanced focus on both new business acquisition and client retention in the insurance industry, and how this balance can contribute to overall agency success.

  • Retention Strategies: Learn effective retention strategies and systems that have been successfully implemented, including data acquisition and renewal strategies, to boost client loyalty and reduce attrition.

  • Cross-Selling Opportunities: Explore techniques to identify and capitalize on cross-selling opportunities within your existing client base, increasing revenue and enhancing the value you provide to your clients.

"Brandon and his team are innovative and incredibly helpful. Can't recommend him enough!"

Ellie Hewett

Vancouver, WA

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