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Management Seminars
(Click on the city links to register)

 
  • Coaching and Leading to Performance -New-
  • 1 Technical Credits (Level 3 Licensees Only)
  • Michael Mesic of Ensure Training & Education
Coaching is of utmost importance when striving to meet performance goals and measures. In the ever-changing business environment and because of the global pandemic, managers are rethinking the term "coaching" and how it can be done in the office or virtually. In this interactive “coffee chat” session, you’ll openly discuss opinions and ideas about top-down versus bottom-up leadership, how to virtually coach and monitor performance, and best practices for coaching teams made up of multi-generational employees.
Who Should Attend: All brokerage owners, managers, and team leaders.
30 Mar 21
Web Broadcast
10AM - 11AM (PT)
  • SWOT Team to the Rescue: Planning Skills for Insurance Brokerage Managers -New-
  • 2 Technical Credits (Level 3 Licensees Only)
  • Jo Anne Mitchell
Are you aware of the strengths, weaknesses, opportunities, and threats (SWOT) facing your brokerage? Staying on top of your business’s strengths and weaknesses allows you to proactively address threats and capitalize on opportunities when they arise. In this interactive webinar, you’ll learn how to identify and analyze your business strengths, weaknesses, opportunities, and threats using the SWOT method. You’ll also learn how to link these important factors to future success, conduct an internal SWOT analysis with front-line staff, and decide where to direct resources when planning for continuous improvement.
Who Should Attend: All brokerage owners, managers, and team leaders. This webinar is also of great benefit to non-managerial brokers to improve their planning and pre-management skills.
22 Apr 21
Web Broadcast
2PM - 4:15PM (PT)