Do You Work With Business Owners?

Many of our reps are working in the business market. There is a lot of opportunity there with the ever-changing tax environment and the evolving pension industry. If you are working with Business Owners then you know the key to success is gaining their trust and confidence, You need to become their go-to-person” for all financial matters. In a recent survey of 750 owners of Small Businesses the following was revealed:


“Who do your turn to for advice when making important business decisions?”

67% cited a single confidant

59% of those relying on a single confidante said that person is an immediate family member

47% did not seek advice about the previous year’s most important business decision

40% had not sought advice from a fellow business owner in the past 12 months

22% of those who didn’t seek out advice cited privacy as the main reason

These results are revealing. Small business owners take time to build relationships with. Our experience is to start small. Do what you say you will do. Solve a problem. Then tackle the next issue. Once you are in- you stay in. Keep that in mind when you decide to approach the next business owner for a discussion.


About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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