BenefitsPRO Expo Preview: Build business momentum with sustainable growth strategies

Be sure to join Wendy Keneipp and Kevin Trokey for their Innovation session, “The Salesperson’s Guide to Growing a Business” at the BenefitsPRO Broker Expo on April 30 at 3:05 p.m.

At our company, we are rooted in a profound belief in the transformative power of investing in people. We support those who are ready to take control of their journey towards success with action, resilience, and progress. Our philosophy is simple: embrace your path and commit to constantly moving forward.

We’ve taken this approach into our book, The Salesperson’s Guide to Growing a Business, and have written it with the same tough love approach we use with our clients. We provide guidance and the means to help businesses excel.

Join us for a session at BenefitsPro Broker Expo on Tuesday, April 30, for our 3:05 pm Innovation Track session. We’ll be distilling our experiences and insights from our comprehensive guide into bite-sized pieces you can take away and immediately put into action.

Based on our marketing, sales, service, and leadership Growth Platform, we’ll cover strategies and foundational principles that will help you redefine how to approach growth in your business.

Integrating marketing and sales

Marketing is the cornerstone of your business’s identity and its initial point of engagement with the world. It’s about crafting a narrative that resonates with your audience and establishing connections that pave the way for meaningful conversations with your prospects. We provide guidance to create your marketing and communication strategy with messages that capture attention and inspire action.

Sales is the driving force of your business; if you’re not growing, you’re sliding backward. We advocate for a consistent sales process everyone in the organization knows and follows, enhancing the effectiveness of time spent in sales conversations. Every time your team engages with prospects, it should contribute to your business’s momentum.

When you integrate plans, systems, data, and processes from both marketing and sales, you will create a momentum that can propel your business forward. But you must be disciplined and realistic about what you need and what you’re willing to commit to doing.

Service and leadership: pillars of lasting success

Service is essential for building lasting relationships and understanding client needs. Without an intentional approach to creating a winning client experience, you’re just winging it, hoping that your product offer will be good enough. Stop. Move beyond your product and create a vision for a comprehensive client experience, structure your team around that desired experience, and strive for a new level of excellence.

The leadership you offer to your team, your clients, and the community will strengthen your position as a source of growth and opportunity. To get the leadership equation right, you must double down on communication across all aspects of the business. Without communication, too much is left to chance, and too many are left to use their imaginations and fill in the blanks with stories far worse than reality. Your open and honest communication brings everyone together.

An invitation to grow together

We share our insights and strategies with the hope of igniting your growth journey. Whether you’re looking to refine your approach to marketing, optimize your sales and services processes, or seek inspiration for leadership, our goal is to empower you to take control of your business’s destiny.

Growth is an ongoing process of learning, adapting, and overcoming challenges. We’re excited to join you and support you in this journey, offering insights that serve as catalysts for your success. We look forward to seeing you in Denver!