The Big Agency Takedown How Independents Beat The National Brokers
VSL Coming Soon
This is how independent advisers win mid-market accounts. Nelson walks through the exact positioning shifts behind every Giant Killer mid-market win: why you keep losing to the big agencies, and how to become the adviser CEOs choose instead. 60 minutes, live, free, on September 23rd.
Discover Exactly How To Take Down The Big Agencies And Win In The Mid-Market.
- 1
Why national brokers keep winning mid-market accounts
Discover how commoditization drives mid-market employers toward the "safer" brand, and how it's a game that independent agencies CANNOT win.
- 2
How to make size irrelevant and win with greater value
Learn how to move upstream and change to a game you can win. How to position your agency around the client's critical financial and business problems that national brokers routinely fail to solve. Don't bring clients renewal increases, bring a refund check.
- 3
The C-suite conversation that changes who controls the decision
Discover how NextGen advisers earn access to CEOs and CFOs, expose the cost of the status quo, and lead executive conversations that incumbents cannot match.
- 4
Inside the Giant Killer playbook
Get the secrets to how independent NextGen advisers have taken mid-market groups with 500, 1,000, 5,000, and even 16,000 employees from national firms, taking down every one of the big agencies.
- 5
How one mid-market victory can change the trajectory of your agency
Learn how the right win creates significant recurring revenue, attracts larger opportunities, builds market authority, and accelerates annual growth from ordinary single digits to 20%, 30% or more.
Can't make it live? Register anyway, the replay goes only to this list.
“The big agencies winning in the mid-market are NOT better than you. But you're playing in a rigged game you simply cannot win. For more than a decade, I have helped independent advisers change their game... earn the attention of CEOs and CFOs... and take large mid-market employers from some of the largest national brokerages. These are accounts the industry says independent advisers cannot win. NextGen advisers win them anyway. On September 23, I am naming the advisers, naming the national firms they defeated, and revealing the strategies that made those victories possible. If you are ready to stop accepting the limits the industry has imposed on you and your agency... you need to see this.”
This Is For You If
- You're an owner or producer at an independent benefits agency
- You're sick of the big agencies winning the mid-market accounts
- Your book is stuck in single-digit annual growth
- You want to move upstream to work with CEOs & CFOs
- You're ready to start winning in the mid-market
Probably Not Yet If
- You're content with order-taking and the status quo
- You are happy competing in the small-group market
- You're OK taking your clients high renewal increases every year
- You think HR, not the C-suite, is where you belong
- You want a quick fix, not a real transformation
Nelson Goes Live
Sept 23.
One session. The replay goes only to people on this list. Save your seat before the room caps.
Can't attend live? Register anyway, we'll send you the replay.