Ep #258: Can a 4th Generation Agency Go Value Based? – with Taylor Lindsey

Taylor Lindsey is a partner at Employee Benefit Consultants, but he is also the fourth-generation member of the firm and he is working to morph this highly-respected old-line agency into a totally modern value-based, data-driven firm. Listen in and learn some of the tools and techniques he has employed to overcome that challenge.What You’ll Learn From this Episode:How the agency originally formed.What geographical challenges added to the mix.How to help very traditional employers make the transition.How the sales cycle has changed dramatically.Why starting with the financing is a bad idea.