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Brokerage Leadership at Its Best
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Brokerage Leadership at Its Best

Due to demand, we've opened another session of the 12-month series. Navigate the challenges of running a brokerage to raise your game! Enrol in our elite year-long virtual peer-group series for IBAA brokerage principals and managers. Only 10 spots available to maximize each participant’s value and participation. Members $2,625 including GST for the year.

 Export to Your Calendar 2019-04-23 to 2020-03-24
When: April 23, 2019 - March 24, 2020
1:00 - 3:00 p.m.
Where: Online via Video Conference
Presenter: Oliver Baezner
Contact: Rochelle Mighty

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In monthly 2-hour video conferences (1–3 p.m.), the group will approach complex issues, improve decision making, accelerate their performance, and be held accountable by forward-thinking peers and master facilitator Oliver Baezner:

  • Tackle challenges head on
  • Improve revenues
  • Form strong teams
  • Achieve work/life balance
  • Build leadership skills & enhance self-awareness

The monthly sessions allow you to assess your brokerage, plan, and revise as you go:

April 23, 2019: Hiring Strategies to Attract Great Employees
Surrounding yourself with the right people starts with placing the ad. We will discuss the 3x3x3 interview method and the 2x2x2 reference check method.

May 28, 2019: Leadership: Motivating Staff to Work & Holding Them Accountable
We’ll discuss how to communicate more effectively with your team and leave them feeling truly valued!

June 25, 2019: Setting Achievable Goals & Targets
We always hear about goal setting and have probably done it in the past but without the desired effect. We’ll discuss why traditional goal setting doesn’t work and what to do about it.

July 23, 2019: Marketing: Lead-Generation Strategies
Learn the "6 Easiest Ways to Generate Leads" and how you can implement them in your business.

August 27, 2019: Customer Service: How to Delight & Retain Clients
What are your customers worth to you? All to often we lose sight of what our customers are REALLY worth—let’s discuss your customers' lifetime value.

September 24, 2019: Inter-Office Communication
Help your team better understand why they and their coworkers approach work differently and how they can use those differences to improve their communication.

October 22, 2019: Handling Road Blocks to Success
80% of the constraints facing your business come from the 5 inches between your ears! Most business owners struggle with fear: the fear of failure, the fear of rejection. Let’s discuss how you can overcome the fear in your business!

November 26, 2019: Dealing with Difficult Employees
We'll discuss the 3 most important words to remember—“Trust but Verify”—and the importance of an effective action plan.

December 17, 2019: Time Management: Work-Life Balance & Getting More Done
Is the way you’re working, really working? We're more stressed than ever in today's world; what is causing your stress and how can you find balance?

January 28, 2020: Sales: How to Overcome Objections
We’ll discuss how to take your customers through a proper sales cycle and how to get the "close."

February 25, 2020: Mission, Vision, Values: Forming the Core of a Brokerage
Inspired leaders attract inspired employees. It’s really that simple! Let’s discuss how you need to build your brokerage from the inside out.

March 24, 2020: Leadership: Asking Great Questions
What is a "great leader"; what do they do that makes them a "great leader"? Let’s look at what you should keep doing, what you should stop doing, and what you need to start doing!

24 CE credits for General, Accident & Sickness, and Life licences (2 CE credits per session)

Who should attend

  • Brokerage Owners
  • Principals
  • Managers or Managers-in-Training


$2,625 including GST for the year

Oliver Baezner (facilitator)

The founder of Sonic Breakthrough Coaching, Oliver has worked with companies (including those in insurance) to improve employee performance and morale, and to convert negatives sales and profit performance into successful financial results. For over 25 years, Oliver has held management positions in some of Canada's largest corporations, including Energizer Canada, Canadian Tire, and Shoppers Drug Mart. He's also the former Vice-President of Calgary's own Big Rock Brewery.

Oliver has worked with a variety of well-known clients in over four-dozen industries, including executives, business owners, and even an NHL team. Whether you want to improve your revenues, surround yourself with an amazing team, or have more time in your life, Oliver can help. His passion is to help “good businesses breakthrough to great.”

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