March 5, 2007

Exchanging Best Practices

(Here's the followup to Sneaking A Peek At Best Practices)
There's so many different worlds.
So many different suns.
And we have just one world,
But we live in different ones.
--- Dire Straits, Brothers in Arms
When you're selling, you lose access to the best practices of your competitors. So what can you do that's effective and ethical?

Deal with someone who travels in different worlds from you. That's where I can help. I travel in the distinct realms of
  • National Accounts: working directly with insurance specialists
  • Managing General Agents: working directly with insurance brokers
  • Investment Advisors: working directly with select ones licensed to sell life insurance
  • Actuaries: maintaining contacts at other insurance companies, consulting firms and reinsurers
  • Other professions: accountants, lawyers --- someone's got to talk to them :)
  • Learning: from articles, books, seminars, conferences (including CALU)
  • Technology: ways to serve your clients using innovative tools like a blog, wiki or Office 2007
Each world has similarities and differences. Each has best practices or knowledge you can apply.
If two people think the same way, fire one: they're redundant.
You're probably in special worlds too and have ideas to share.

What do you want to know?

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