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Best Practices Webinars
The Best Practices for Agency Operations webinar series are free, fast and informative sessions, usually around 20-minutes in duration.
Gain An Understanding of the Key Metrics
Best Practices Key Metrics:
Recording
and
handout.
The Buyer Coverage Ratio: The Most Important Metric in Perpetuation:
Recording
and
handout
.
Weighted Average Shareholder Age "WASA":
Recording
Sales Velocity:
Recording
and
handout.
Set a Foundation with Best Practices
2019 Best Practices Study Overview:
Recording
and
handout
Agency Data: What to Watch And What To Be Concerned About:
Recording
Best Practices Study - The Top FIVE Things It Can Help In Your Agency:
Recording
Plan for Growth and the Future
Cash Flow: Is It Killing Your Agency?
Recording
and
Handout.
Mergers & Acquistions as a Growth Strategy:
Recording
and
handout
.
Perpetuation Planning:
Recording
Perpetuation Planning in the Age of Consolodation
:
Recording
and
Handout
Producer Recruiting and Development:
Recording
Avoiding the Producer Recruiting Train Wreck:
Recording
and
Handout
Round Out Agency Efforts
Hacking Your Way to Higher Capacity + Productivity -
Recording
T
echnology Insights -
Recording
Navigating Unconscious Biases to Enhance Your Agency's Success -
Recording
Agents Council for Technology Presents the Customer Experience Lifecycle
Recording
and
handout
Best Practices for Interviewing -
Recording
and
Handout
COVID-19
Serving Customers and Employees in the COVID-19 World
.
Responding to COVID-19
Download
the handout
.
Embracing the Challenges of a Post-COVID-19 World.
Download the
handout.
Best Practices Resources
The 2020 Best Practices Study Update is the latest release.
View all Best Practices resources here.
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