Author Archives: Jeffrey Berson

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".

Mess Up? Fess Up

Mess up, fess up. We’ll all do it at some point — inadvertently “reply all” or add someone we didn’t intend to add to an email thread. While many of you hope no one notices, the majority (85%) either ask someone … Continue reading

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New Years Resolution- Make Phone Calls

Yes. Make Phone calls !  The phone is still an incredibly powerful tool for communication. Believe it or not, some people still answer their phones — even in today’s age of caller ID. Once you get through to your potential client … Continue reading

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Sandy Hook- 6 Years Later

I got a message today from the mother of one of the boys who was killed on December 14, 2012 at Sandy Hook Elementary school. I happened to be in CT when that event happened and I took the time … Continue reading

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Make A 1st Impression

As a presenter, you will never have another chance to make that first impression. Your audience will decide in the first 2 minutes whether they are going to take you seriously or not. That’s why it’s vital that you focus … Continue reading

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Voluntary Philanthropy

Lets face it…everyone has to die some day. No way around it. Most of us, when we go, want to leave as much of a Legacy for our families as we can. Much of my work with clients focuses on … Continue reading

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The “Sell-by Date”

Having a big pipeline of “prospects” is typically seen as desirable. The more prospects you put into the pipeline, the more will eventually emerge as clients. At least that’s the theory! And in principle, the theory is valid. Some of … Continue reading

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Watch and Learn

Three insurance agents and three attorneys are going to the same conference in NY City. They all decided to take the train. The three attorneys got in line and each bought a ticket. The insurance agents only bought one ticket … Continue reading

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