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Best Practices Webinars

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The Best Practices research gives agencies and the industry key benchmarks and operational information on growth, profitability, productivity, and financial stability. These free webinars offer snack-size bits of knowledge that can help create success in key areas of importance to agency operations. Pick your topic area or watch the individual sessions.

 

 
ON-DEMAND

2018thumbnailsm.jpgBest Practices 101

1) 2018 Best Practices Study Overview - Webinar recordingpresentation ​(PDF) and order report.​
2)  Key Data – What to Watch – What To Be Concerned About - 
Webinar recording
3)  Best Practices Study - The Top FIVE Things It Can Help In Your Agency - Webinar recording   ​
4)  2016 Best Practices Study Highlights - Webinar recording and presentation (PDF)


 


Key Metrics
1)  Best Practices - Key Metrics - Webinar recording ​and presentation (PDF) ​
2)  The Buyer Coverage Ratio: The Most Important Metric in Perpetuation​ - Webinar recording and handout​
3)  Weighted Average Shareholder Age "WASA" ​- Webinar recording​ and purchase 2017 Best Practices Study Update​
4)  Sales Velocity - Webinar recording and presentation (PDF)

 
Round Out Your Agency Efforts
1)  Technology Insights - Webinar recording
2)  Navigating Unconscious Biases to Enhance Your Agency's Success - Webinar recording and  presentation (PDF)
3)  ACT Presents the Customer Experience Lifecycle - Webinar recording​ and handout​

Growth and the Future
1)  Mergers & Acquistions as a Growth Strategy - Webinar recording and presentation (PDF)​
2)  Perpetuation Planning - Webinar recording and presentation (PDF)
3)  Producer Recruiting and Development - Webinar recording and presentation (PDF)