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How to balance your needs with those of your insurance agency

Building a successful agency is about finding the right balance between your needs and the needs of your business.

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An advisory firm owner I work with recently got upset, because she didn’t feel I was focused enough on helping her get her “wants and desires” met through her business. Sadly, this isn’t an uncommon occurrence.

It’s hard to run a business. What many owners don’t understand is that building a successful advisory business is about finding the right balance between their needs and the needs of their business. It’s my job to help them find that balance.

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