1. The Biz Success COach “Take Your Business TO a Higher level” John Murray CFP®, CLU, ChFC, CASL Jerry BrownActionCOACH
2. About Jerry Brown… How do you follow a successful career with State Farm Insurance? As an Agent, Agency Manager, and Agency Field Executive I was fortunate to be a 20 time Ambassador/Millionaire traveler, appoint 5 agents who advanced to Agency Leadership positions, and qualify for numerous company and industry awards. Our AFO was also the first to write 1000 life applications in one month. ActionCOACH is a natural career progression for me. I have the chance to continue using my experience hiring, training, motivating, and developing successful small business leaders. My promise to you as your business coach is clear in my Mission Statement: “To help every individual I have the opportunity to influence, reach their full potential and completely utilize their God-given gifts and talent.” “Take Your Business To The Next Level” www.TheBizSuccessCoach.com
3. About John Murray… John Murray recently completed a 25 year career with State Farm, mostly in the Texas zone. During his tenure he achieved President’s Club status in Life in 2006 (top 50 out of 17,500 agents), when he placed over $200,000 in life premium and finished in the top 10 in the country. As a field executive in Connecticut, John’s AFO was in the top 5 in national multi-line ranking; achieving a number one ranking in mid 2008. “My focus as a manager of insurance agents was always to help them realize that the insurance business should be fun as well as lucrative. I worked with them on sales techniques, activities for profitable growth and retention of key clients. On many occasions, I participated in joint work with the agent; meeting with key clients, evaluating their strategy, and advising them on steps moving forward that would help them achieve their goals. I had similar focus during my 10 years as an agent. “Coaching is an intriguing calling for me. I believe insurance and financial services agents are and always will be sorely needed in our culture. The advice and direction they give will be increasingly demanded in the years ahead as clients realize that risk management and financial guidance require the evaluation of and direction from a professional. The peace that this brings merits strong recompense for the advisor. Jerry and I can help you get there. “I believe it’s there for the taking; it’s just a matter of how big the advisor can think, and how successfully they can filter unwanted thinking from their daily lives.” “Take Your Business To The Next Level” www.TheBizSuccessCoach.com
4. “Take Your Business To The Next Level” www.TheBizSuccessCoach.com Welcome INSURANCE Leaders “Six Steps To Better Business Results”
5. Six Steps Coaching System Four Ways To Impact Results Results Five Ways To Increase Profits Synergy People & Education Systems & Tech Delivery & Distribution Accounting, Testing & Measuring Team Lead Generation Conversion Rate Average $ Sale #Transactions Profit Margins Leverage Niche Mastery “Take Your Business To The Next Level” www.TheBizSuccessCoach.com
6. SuccessCLUBPLUS “Two Great Programs Working Hand-In-Hand” SuccessCLUB:Twenty times a year we conduct inter-active group training with insurance professionals like you. Focus is on business development and putting your plan into action. You complete personal activity focus sheets specifically for your business during each session. GrowthCLUB:Four times a year we meet as a group and invest the day developing a clear plan of action to move your business to the next level. These sessions provide an excellent forum to share ideas, active participation in practical workshops, and an opportunity to evaluate your progress. “Take Your Business To The Next Level” www.TheBizSuccessCoach.com
10. Attend quarterly all-dayGrowthCLUBplanning sessions with allSuccessCLUBPLUSmembers to work on your business plan“Take Your Business To The Next Level” www.TheBizSuccessCoach.com
11. “Six Steps To Better Business Results” Our Next “Six Steps To Better Business Results” Insurance Leader’s Seminar Will Be: Tuesday, February 15, 2011 8:30 AM Refreshments 9:00 – 11:00 AM Presentation Legacy Group Office 1860 Campus Place Louisville, KY Register for a complimentary ticket to this event: http://www.eventbrite.com/event/1245245563 “Take Your Business To The Next Level” www.TheBizSuccessCoach.com
12. SuccessCLUBPLUS “Six Steps To Better Business Results” Check with us today for more information on “Six Steps To Better Business Results” and SuccessCLUBPLUS. Our website www.thebizsuccesscoach.com will be fully functional February 15th. Please contact either of us with your questions! John E. Murray, CFP®, CLU, ChFC, CASL Financial ServicesProfessional jmurray580@aol.com10101 Reunion Place, Suite 300 San Antonio TX 78216 210 384 5332 Phone 210 342 6460 Fax 203 815 6068 Mobile Jerry Brown Business Coach @ ActionCOACH 1860 Campus Place Louisville, KY 40299 jerrybrown@actioncoach.comCell: (502) 550-2426 Office: (502) 400-2990 Fax: (502) 240-6144 “Take Your Business To The Next Level” www.TheBizSuccessCoach.com