Legacy Advisors的动态

You want to learn more about selling your business.? But you aren’t ready to commit. What does an initial conversation with us look like? ? Goals: We get to know you, your business, and your ideal outcomes ? Education: We equip you with market insights and current trends ? Process: We explain our 5-step process and why it works ? Value: If you wish to get a sense of what a buyer might pay for your business we’ll sign an NDA, obtain financial info, and provide you with an anticipated range We don’t believe in retainers or up-front fees.? Initial conversations are confidential and free of charge. Start the conversation today:? https://lnkd.in/e6t8TvYg #insurance #sellmybusiness #insuranceinsights #legacyadvisors ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

You want to learn more about selling your business. But you aren’t ready to commit. What does an initial conversation with us look like? ? Goals: We get to know you, your business, and your ideal outcomes ? Education: We equip you with market insights and current trends ? Process: We explain our 5-step process and why it works ? Value: If you wish to get a sense of what a buyer might pay for your business, we’ll sign an NDA, obtain financial info, and provide you with an anticipated range We don’t believe in retainers or up-front fees. Initial conversations are confidential and free of charge. Start the conversation today: https://lnkd.in/e6t8TvYg #insurance #sellmybusiness #insuranceinsights #legacyadvisors ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

You have 60 min with an interested buyer... What do you ask them? As much as buyers are evaluating you and your business, you are evaluating them. Asking the right questions can ensure you choose the right buyer for your business. Here are 3 questions we focus on when we prepare agency owners for buyer conversations: 1. How would you describe your day 2 culture? 2. Can you describe how you might structure a sale? 3. Will there be stock as part of the deal? In this post, our partner, Max Olson, breaks down the significance of each question. https://bit.ly/3uGv53W #insuranceinsights #sellmybusiness #legacyadvisors #insurance ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

???????????????????????? ?????????? with prospects can mean the difference between them becoming a client or not. Advance agreements are a specific understanding of what will take place at each and every step of the sales process. ?? By laying it out in a ???????????? ?????? ????????-????-???????????????????? ????????????, you're able to make the sales process transparent and your clients comfortable! To learn more effective ways to grow your clientele family, Combined Benefits United ???????????????? ?????????????????? ???????????????? ?????? ???????????????? from Larry Lewis and countless other financial professionals! ???? See our ???????? ???? ?????? to start your business' next chapter today! #salesprocess #insurance #financialadvisors

With the right approach, we’re not just making calls—we’re amplifying your message, putting your brand front and center! ??? Here’s how telesales makes your business shine: ?? Elevate your brand – We spark conversations that get people talking about you. ?? Showcase your strengths – Like a spotlight on stage, we highlight what makes your business unique. ?? Create lasting impact – Every call leaves an impression, ensuring your brand stays in focus long after the conversation ends. Would you like your business to take more of a center stage and wow the audience? Message me, and let's make it happen! ?? #Telesales #SalesStrategy #Insurance #Finance #Webinar #BusinessGrowth

In the sales process, you need to ask for the order.?Few prospects say: “Stop talking.?Where do I sign?”?But you cannot say, “So are you going to buy or not?”?My article looks at a few tactful ways to transition from presenting your proposal to asking for business. #financialplanning #financialadvisor #financialadvice #financialadvisors #financialconsultant #financialadvisory #insurance #insuranceagent #insurancebroker #insuranceindustry https://lnkd.in/gbP6tSMu

1. You need to provide value right away. 2. You need to be innovative. That’s why I like Marcus’s approach to commercial insurance due diligence. Long applications and tedious quoting processes can be a deterrent. Marcus has redefined the experience by delivering valuable insights without quoting, wasting time or disrupting relationships with existing brokers. It’s a refreshing change that makes navigating commercial insurance so much easier!

?????????????????????? ????????????????! "Colin really focuses on what our business needs are and truly understands us as individuals. This approach makes our meetings not only structured and focused but also friendly." At Trade and Commercial Broking, our commitment to exceptional service is at the core of everything we do. Whether your business is large or small, you can count on us to deliver reliable, honest, and personalised service. You won’t be stuck dealing with a faceless call centre—you’ll always speak directly to the person handling your insurance. As an independent broker, we pride ourselves on offering impartial advice, with no ties to any single provider, and full transparency—no hidden fees or surprises. Your business deserves tailored, trustworthy support, and we’re here to provide it. ?? ??0141 647 3778? ??[email protected]? . . #CustomerService #IndependentBroker #Transparency #ClientCentric #InsuranceBrokerage #TradeAndCommercial? #TradeAndCommercialBroking #ClientFirst #TransparentInsurance

Your business is growing fast… You don’t want to stop…? But you’re ready to sell your insurance agency to take chips off the table. How do accomplish this and benefit from future growth? An earn-out agreement. An earn-out contract is a part of the asset purchase agreement that allows you to benefit from the future growth of your business (post-acquisition) over a specified period. It can be a win-win for both buyers and sellers. Sellers can… realize additional value from strong performance post-acquisition Buyers can… create alignment with their newly found partners and incentivize valuable growth post-acquisition Earn-outs are just 1 of 5 typical ways agency owners can realize value after a sale. Read more about earn-outs here: https://bit.ly/3HDNwt0 #insurance #insuranceinsights #legacyadvisors

As a broker, how many claims do you have on your books? Perhaps you’re looking under 50? Maybe you’re nudging up to the 70’s or 80’s? Or maybe you’ve hit the century and some! We’re all well aware that it’s not atypical for claims to take months and months to reach settlement so whatever the number is, take a moment to think about how much of your time is spent trying to manage these claims to give your clients great customer service and the best outcome you can. If you’re struggling to help support your clients through the often rocky path of navigating their claim, why not take us for a trial run during the last quarter of the year to experience the support we offer? No commitment, just a chance to see how we could free up your time and help get the claims moving in your business. Talk to us today! ??[email protected] ??07579 772400 #InsuranceSupportSolutions #InsuranceBroker #RemoteSupport #growingbusiness #flexible #support #ClaimsSupport #Claims #EssentialInsurance #Overwhelmed