When Was the Last Time You Asked?

by Kim Taylor

At the conclusion of our annual health care renewal meeting last week, our agent did something I don’t recall him doing before:  he asked for referral business.

Small businesses thrive when they have the counsel of professional services firms—whether qualified accountants, IT professionals, insurance brokers or others.  And, we’ve relied upon him for years with nary a misstep, so what was stopping us from sharing one of the secrets to our business success with others like us?  Nothing.  In fact, I could think of at least one person who might benefit from Don’s skills navigating the treacherous health insurance landscape.

Our own experience has been that new business rarely comes in the form of an RFP, so when was the last time you asked others for referral business?

Category: Taking Aim Tags: , , No Comments

Keeping Yourself Awake at Night

by Connie Mercado One of our philosophies at Curley & Pynn is “Focus on what keeps the client awake at night.... Read More »


by Roger Pynn I’ve been pondering the difference between value and values more and more lately as I read about mill... Read More »

It’s National Punctuation Day! Punctuate Accordingly.

by Connie Mercado Let’s face it, the English language can be tough to learn to speak, as well as read.  For instan... Read More »

Comments are closed.