Sandra Headly

Insurance Agent
Empire Insurance


5 years with the agency, 2 years on the account, mid-sized account for the agency

I can help protect the owner's wealth.

We can create strategies to help Bob keep his key employees engaged. That will help solidify trust in the leadership choices he will have to make. He will need the continued support of the whole team to keep things moving smoothly. We can also help Bob and Margaret enjoy the rewards they have earned.

What I can do to help ensure continuity in leadership and revenue.

Let's identify the key players first. If Bob expects to keep his COO and VP of Sales, but not give either of them additional responsibility, he'll need to provide some other financial incentives. We can assist in creating a package that will keep key people committed, happy, and productive.


Read the Business Scenario