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Published 15.09.2015 | Author : admin | Category : The Respect Principle Pdf

PLGA is partnering with Novarica on a new survey of agency personnel on the technologies you find important from your carriers.
Your responses will be used in aggregate only to help insurers understand agents’ viewpoints on various elements of distribution technology.
The survey is a short 14 questions and for your efforts, your name will be put into a drawing for an iPad 2 (WiFi model). The results of this survey will be published in the PLGA newsletter, in an article on this website and in a webinar with Novarica. Unfortunately, I have also worked at a surprising number that simply got all kinds of things wrong all the time.
It still amazes me how hubris turns companies with bright, able people into toxic environments with high turnover, but we will save that for another post and another time when I feel more vengeful and a little tipsy.
But what I’d like to focus on in this post is ways you can make your event planning company or event management department more attractive to clients (external or internal) and easier to do business with. When we started out first creative business 12 years ago, our attorney gave us some great advice: Keep your contract very short. Nothing makes a client drag their feet more in starting work with your event planning firm than handing them a thick contract that must be signed before you lift a finger for them.
Our first letter of agreement was a page and a half; our terms and conditions were three pages.
Clients can often be intimidated when starting a big project or event (like planning a big annual meeting or major fundraiser) with a new firm, and rightly so. I will admit that I have had a few big initial projects turn sour, but I’ve never had an small initial project fail to please a client. Every project needs a clear scope of work for two primary reasons: 1) so you know what to deliver, and 2) so the client knows exactly what they are getting. I break estimates into sections and then further break down discrete tasks into line items so that a client can walk through the project step-by-step and see exactly what they are paying for.
Let me begin by flatly stating that I don’t encourage having all your clients pay by credit card. However, there are those clients who 1) want to use the credit line on their credit card to finance their event for the short-term or 2) have no easy alternative but by paying you with a credit card (could be due to a company policy or other circumstance).
In these cases, a credit card is a great option because you make money now (instead of none or getting paid much later) and your client gets the work done when they need it.
Don’t take it from a sales guru or social psychologist that people do business with people they like. But I love talking with people, learning about them and from them, sharing ideas and finding things in common with them.
Bottom line … Just be yourself, take a genuine interest in people and make them feel at home and comfortable.


In the end, you should ask your event planning clients what you can do to make their business lives easier and better. Get Great Tips, Insights and Advice Every WeekSign up for our Best-of-the-Blog eNewsletter and we will email you the latest posts every week.
Get Great Tips, Insights and Advice Every WeekSign up for our Best-of-the-Blog eNewsletter and we will email with the latest posts every week. As your small business grows, it’s not always easy to keep your processes simplified. Complexity can be a major hindrance to the overall productivity of an organization as well as to the morale of employees. When creating a list of company policies, make sure that there are not too many stipulations that get in the way of clearly identifying your objectives. One way to find out how your organization could be simplified is to put yourself in the shoes of the customer. Make an ordered list of the tasks that you want to accomplish based on level of importance.
As your small business begins to develop a leveled management structure, make sure that duties are clearly assigned.
Matt Tarkenton is Executive Vice President at Tarkenton Companies, and has started several businesses and is interested in business formation, strategy, and growth. Get help building your organizational chart of business processes, with our consultants' expertise.
Did you know that in the past 7 days (February 1-7, 2012), there have been a total of 217 Earthquakes Worldwide ranging from 2.5 to 7.1 in magnitude? Some of these may seem simple and a little arbitrary, but each one of them made a difference for me in landing or impressing one or more clients, so they are certainly worth your consideration. And only a few times have we had to go through any kind of substantial negotiation (mainly because we had to use the client’s much more lengthy contract, requiring several rounds of revisions). They have never worked with you, and they have no idea if you can deliver on the grand things you’ve promised or if your two companies can work together effectively.
The transaction fees eat directly into your profits, and you have to maintain some kind of account with a merchant processor, which also costs money. One thing you may want to consider, though, is adding a credit card surcharge to recoup the credit card transaction fees. Take it from me and thousands of other event professionals and event planner business owners who have landed client after client by getting them to like them. They may shrug their shoulders and have no answer; or they may tell you exactly what you need to do to land and keep their business.
Make it easy to collaborate with you and share progress with clients using Planning Pod’s collaboration and communication tools.


The more mature an organization becomes, the more things accumulate and get in the way of performance. Make sure that all rules are clearly stated so that it’s easy for your employees to know how they are expected to act. Go through the purchase process from the point of contact to the point of walking away with the product or service.
Having the ability to prioritize is an essential aspect of promoting organizational efficiency, as it will keep you from wasting time on trivial pursuits before accomplishing essential tasks. For example, you could notify your employees of recent company news by hosting a 20-minute meeting or you could send out an email that everyone can read in a matter of minutes. As a general rule, you should not require the same person to report to several superiors within their own department.
He was part of a group that started Renova Partners, a boutique investment bank, and was recognized as a a€?40 Under 40: Up and Comera€? by the Atlanta Business Chronicle in 2009.
Please download the latest version of the Google Chrome, Mozilla Firefox, Apple Safari, or Windows Internet Explorer browser. Try several scenarios to ensure that all customers’ interactions are dealt with in an efficient and timely manner.
Choose the option that allows you to accomplish the desired result in the least amount of time. Matt performs business planning and marketing training for hundreds of professionals across the country, and co-hosts a weekly coaching program on entrepreneurial education.
By starting a relationship with a vague definition of the scope or broad and loosely defined line items, it carries a whiff of subterfuge and misdirection, which is never a good way to start a relationship.
Take measures to ensure that your employees are working efficiently, and your organization will reflect their efforts. Matt graduated from Princeton University, and received an MBA from Harvard Business School.
Amazing how food can create a much friendlier and creative environment (and there is a fair amount of social psychology research that backs this up). Keen awareness and due diligence will ensure that you don’t ignore something that deserves attention.
He maintains his Series 7, 63, and 79 licenses, and currently serves on the Board of Directors of Youth Villages, on the Education Committee of the National Association of Fixed Annuities (NAFA), and in leadership positions in various organizations.



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