“The practical knowledge shared by both Frank and Susan continues to be most useful in the real world of meeting prospective clients and demonstrating how we, as Advisors, can help by providing practical solutions to workers' comp issues. ”
Tom Bone,
ISU Group
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Consultative Leadership
What is consultative leadership?
At The WorkComp Advisory Group we believe that relationships begin with dialog then understanding and finally agreement. Our approaches to consulting incorporate this belief both in how we engage with and lead our clients in developing goals & objectives and future solutions. Each consulting relationship starts with our Agency Discovery Call (sm).
The Agency Discovery call is a 5 point process that provides Agency owners with an opportunity to identify potential Agency risks and threats and allows us, together, to determine if a future business relationship is appropriate.
The 5 point assessment process includes:
- Agency Assessment
- Prioritization of Objectives
- Goal Setting
- Action Step Development
- Implementation Strategies
The Agency Assessment addresses 4 key Agency categories, Sales-processes & skills, Technical Knowledge-strengths & limitations, Implementation Strategies-efficiencies & effectiveness and Client Development-attraction & retention.
The WorkComp Advisory Group team works with you to create your Agency's customized list of Agency priorities. If you choose to engage further, we will work with you to develop goals, action plans and implementation strategies.
Each Agency is unique, and requires customized relationships and solutions that can only be achieved through dialog, understanding and agreement.
We look forward to opening a dialog with you.