Shift Shapers Podcast

18 Mar 2019

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

David Saltzman 0 Comments


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.

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