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new business planning

Total Immersion: Why New Business Has to Be Everyone’s Job

Second Wind
1/13/2026


The word holistic gets tossed around in agency conversations with little thought given to what it actually means. It has become one of those comfortable jargon terms that sounds smart ...

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13 Steps to Convert Referrals to Clients

Referrals Remain a Key Source of New Business

Second Wind
4/23/2025


No matter how much technology changes the way agencies prospect, one truth remains: nothing beats a strong referral. The latest Second Wind survey shows that referrals continue to be the ...

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Six Things Successful Agencies Do To Grow

Second Wind
4/21/2025

Over our long career in this business, we have learned several things that have become a credo for agency success.

Agency principals remove themselves from daily account service. They become ...

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Seven Steps for a Final Quarter New Business Push

Seven Steps for a Final Quarter New Business Push

Second Wind
1/21/2025

With the third quarter already a month gone, we hope we’re in time to share a few reminders about closing out your year with a strong new business push ...

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Effective Small Agency New Business Is All About Scale

Deborah Budd
11/15/2023

If all agencies had to do every day was run their new business programs, a steady flow of new business would be coming through the pipeline.

Sadly, agencies DO have ...

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Finding Your Next Best Account Ever

Finding Your Next Best Account Ever

Deborah Budd
2/7/2023

Can you look at your present client list and say with conviction that they are all loyal, tied fast to your agency and sure to stay with you far into ...

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