Archive for the Category » management «

Friday, July 16th, 2010 | Author: James M. Heidema

As businesspersons selling our services (training, coaching and consulting) we are often faced with a dilemma. Our existing and potential customers want to add value, motivate and support their teams. This is a critical time for all corporations in the world. They need their sales teams to deliver results. Often our typical contact is a leader in a sales organization.

They lead a sales team comprised of salespersons and managers who are broken into three groups. They are divided by the very successful (a few), the average (many) and finally the failing salespersons and managers (too many)! We call them A’s, B’s and C’s.

A - category salespersons/managers are doing most things they should be doing and are succeeding.

B - category salespersons/managers are working hard but not really succeeding yet!

C - category salespersons/managers have given up and have stopped working.

The leaders of these teams have limited budgets and limited time to find ways to add value, motivate, and support to these various categories of salespersons/managers. So where should they invest their limited budgets. As you would expect, we have an opinion.

First we recommend they spend nothing, no time or money on the C category salesperson or manager. It is too late. These persons have adopted a culture of failure.

Second, our feeling is that motivational trips or events only reward a limited number of people and often it is the same people each time. They are fun and I qualified for a number of these events as a salesperson, then as a manager. They did not have a lasting effect upon my effort or my results.

Third, we believe your A category individuals represent your present reality. The C category represent your past and the B category represent your future.

The top companies in the world, regardless of the industry, invest heavily in their future. How do they do that. They train for excellence. They focus on their B categories. Many of these B people can become A’s if they receive the right training, at the right time.

If I am a salesperson or manager on your team and I qualify for a trip or a special event, attend that event, then I probably have a good feeling about your company for a limited amount of time.

If I become even more successful as a manager or salesperson because you have provided ongoing and just-in-time training (I receive the right training at the right time in my career) then I will have a great feeling about your company for a long time.

We believe salespersons or managers who are well-trained and earn a great income, will produce and perform above your minimum requirements, stay with your company and add great value in the future.

We know the economy is weak at this moment, but we also know this is the best time to give your salespersons and managers the systems, processes and tools so they can survive and thrive in this economy.

Even though we are in tough times, choosing not to invest in training will lead to unacceptable results. We are currently working with companies who in previous years stopped training and are now losing far too many salespersons and managers and not meeting their sales objectives. The lack of on-going professional training does have dire consequences.

We, at Professional Sales Plus, can help for we have a solid track record of improving results in many companies around the world. Please contact us at jimheidema@gmail.com or titus.peride@gmail.com so we can begin the process.

If your salespersons or managers don’t survive, then neither will you or your company.

Monday, June 14th, 2010 | Author: James M. Heidema

Currently I am working with a Canadian Insurance company that is using OpenAgile methodology within their organization. They have only used it for 4 weeks and the results are promising.

Just to remind you, Agile methodology came out of the IT environment and has been around for 15+ years. A company called Berteig Consulting, http://www.berteigconsulting.com/ further developed a methodology called OpenAgile.

This more recent version, OpenAgile, (about 18 months old) is much more suitable to any team in any organization. The principles are sound and the methods dramatically develop the capacity of the team to deliver valuable results.

I am currently coaching OpenAgile in two countries in Europe. These 7 teams are sales teams. Four are in traditional agency distribution systems and the the rest are in multi-level organizations. Their results have been significant, positive and impressive.

This method, like anything else, requires leaders, followers and teams to change their thinking. If you want more information go to http://www.openagile.com/

Monday, March 08th, 2010 | Author: James M. Heidema

Jim has just finished a seven-week odyssey in Romania. He drove over 6,000 kilometers, visiting 30 agencies, trained over 2,300 agents and managers, and visited 25 cities in Romania for ING Romania. As well he presented at the MDRT conference in Romania. As in many companies in most countries of the world, ING was coping with a downturn in the economy. ING chose to pro-act rather than react. They hired Professional Sales Plus, and Jim in particular, to interact, motivate, inspire and change their sales force.

This event was emotionally, intellectually, spiritually and physically demanding. Jim traveled with an interpreter by the name of Adrian Iacobus. Jim and Adrian became great friends through this odyssey. Because of their efforts, they touched a large number of consultants and managers, and apparently inspired them. Following is the message Jim conveyed to all who would listen.

Many companies around the world found 2009 and the beginning of 2010 to be difficult and challenging. Consultants and managers were struggling to fill the gap between the customer’s rising expectations of our industry and their diminished trust in us. It is apparent that many consultants and managers around the world have walked away from the customer. They do not really listen to or problem-solve with the customer. Far too many have become product pushers rather than relationship managers.

Many consultants and managers do not touch the heart of the customer, show them a process that is focused on the customer or find the gap between where the customer is today and where they would like to be in the future. Therefore they struggle to be successful.

We (Adrian and I) observed and participated in a very deep and insightful look at the financial services industry. It was so apparent to us that there is a huge gap between what we offer, how we behave and what the customer expects from us. We tried to fill the gap by encouraging the consultants to think more about the customer and behave in a manner that brings them closer to customer. We must begin to repair the lack of trust they have in us. We gave the consultants and managers processes and tools to allow them to walk with the customer.

We realized this odyssey was truly a gift to us, although it was incredibly demanding. This experience raised our awareness of the reality that all financial services companies are facing as they try to survive and thrive in 2010. The information we learned and the experience we gained will allow us to add greater value to our existing and future clients all around the world.

This trip was a highlight of my 22+ years in the financial services business in Canada and around the world. The Romanians are wonderful people and they treated us with great kindness and courtesy. What an amazing experience. Our thanks to all of you that organized this trip and made it so successful.

As of March 11, 2010, we heard that productivity is up significantly and moral is at a all-time high in ING Romania.  Apparently we had a very positive effect. Wonderful news!

Tuesday, January 05th, 2010 | Author: Titus Peride

Fundamentally the development and management of a sales team has not changed over the past 100 years.  The existing method of management relies heavily of the manager taking responsibility for their team’s development. This method is successful if the manager has developed the necessary skills, is able to effectively transfer those skills and the follower is willing and responsible to learn, follow and adopt the guidance offered.   Unfortunately in most cases the combination of skills and acceptance is weak or missing.  Therefore most teams are fundamentally weak. To test our conclusion, look at your own teams.  How many sales persons and sales managers in your organization are effectively and successfully doing their respective jobs?  The failure rate in our industry is horrendously high.  Well, we can help change those results.

We are part of the worldwide launching of a new management methodology called OpenAgile©.  OpenAgile© is a value delivery methodology.  It is an approach to doing work that is both practical and principled.  Anyone doing work that needs to be organized, effective and quality conscious can use OpenAgile©.  It enhances the ability of individuals, teams and organizations to deliver value to their stakeholders by developing human capacity, improving processes and, most importantly, encouraging rapid and deep learning.   Proven benefits include helping to increase the level of professionalism, productivity and profitability.  We know you will find OpenAgile© a useful, exciting and revolutionary approach to the development of your sales teams.

OpenAgile© is currently being used by two life insurance teams in Slovakia with excellent results and will be implemented in Romania this year.  We look forward to helping you to adopt this revolutionary new method of quickly developing your teams and meeting all your production goals.  Please feel free to contact us for more information and allow us to add great value to you and your organization in 2010.

Warm regards,

Titus E. Peride, VP Marketing

Professional Sales Plus, Inc.

For more information please visit http://openagile.com

Friday, December 11th, 2009 | Author: James M. Heidema

Most business persons and businesses understand the concept of strategic alliances.  The reason to form alliances are many and varied and include such reasons like; monetary, distribution, market access, shared technology and others.  My reason for joining Berteig Consulting is a little unusual.  First reason is that I am an international consultant, trainer and coach.  My international work requires 100-150 days of travel outside North America every year.  I have been doing this for 10 years and it does not hold the same appeal it did in the beginning of the travel.   Don’t misunderstand me, I still like the travel but I pay a price physically.  So joining a reputable and successful Canadian company was appealing to me.

My second reason for the alliance is that I am very impressed with the knowledge, skills, abilities and professionalism that exists in the Berteig Consulting team. Their values were consistent with mine.  During the summer of 2008, Mishkin Berteig (the co-founder of the Berteig Consulting) and I began to investigate how we could work together.

Needless to say we hit it off.  There is mutual respect.  So I made the move to become a CSM and begin to train, coach and consult within his company.  Mishkin and I have already decided to co-write a book about Agile. I have currently written 5 books which are published in 10 languages, one of which is a best seller.  Mishkin and I hope to publish in late 2009. I will continue my international work to some degree, but my strategic relationship with Berteig Consuting will become more important in the coming months and years.

I look forward to adding value to Berteig Consulting, the team members and all of our clients.   I will do what needs to be done to insure the existing and future customers receive the best advice, coaching and training available in the Agile marketplace.   I care about the people at Berteig Consulting and will make sure they receive value from me.  There is a quote I respect … People don’t care how much you know until they know how much you care!   We at Berteig Consulting care about the quality of our interactions with our customers and the results of our efforts.

James M. Heidema, CSM, CLU, CIAM
Berteig Consulting team member
James Heidema’s Profile

Wednesday, January 21st, 2009 | Author: James M. Heidema

Building The Passionate Team - Book in Russian

Building The Passionate Team - Book in Russian

Building the Passionate Team - Now in Russian
Authors: James M. Heidema & Carol A. McKenzie

Building the Passionate Team is a very practical workbook to assist any member of a team to more effectively build a high performance team. This book is a problem solving manual where you can learn to diagnose the problem and find workable solutions. It is written by James M. Heidema and Carol A. McKenzie.

Now it has been published in the Russian language. Building the Passionate Team is also published in Polish. If you would like to learn more about these books just go to this link:
http://professionalsalesplus.com/BuildingthePassionateTeam

Wednesday, January 14th, 2009 | Author: James M. Heidema

Recently I wrote an short article on becoming a partner with Berteig Consulting.

View the Article by Jim Heidema

Category: management  | Leave a Comment
Tuesday, November 25th, 2008 | Author: James M. Heidema

The Passionate Agent in Russian

The Passionate Agent in Russian

The Passionate Agent is a very practical workbook to assist Life Insurance Agents to more effectively manage their insurance practice. It is written by James M. Heidema.

Now it has been published in the Russian language. The Passionate Agent is also translated into Hungarian and will be published in 2009. It will book will be translated and published for Greece and Cyprus. If you would like to learn more about these books just go to this link: http://professionalsalesplus.com/ThePassionateAgent

Sunday, November 09th, 2008 | Author: James M. Heidema

Good day gentlemen!

I hope the results are still encouraging and the advisors and managers are doing their respective jobs. Here is a message for each audience. Please share this with the managers ASAP. Thank you, Jim

++++++++++++++++++++++

For the Managers

Please meet with your advisors on Monday and ask them these questions.

1. As you look back over the past weeks since the seminar with Jim, what are you doing differently or better in your insurance practice? (Listen without interruption!)

2. This is what I see that you are doing differently when it comes to your activities. (Share with them what you have seen!)

3. What has changed in your attitude regarding your customers? (Listen without interruption!)

4. What has change in your results in the past weeks? (Listen without interruption!)

5. This is what I have seen. (Share with them what you have seen!)

6. Finally, what are you going to focus on this week? (Listen without interruption!)

7. Can I help in any way? (Listen, then make a promise to help, then keep your commitment to help!)

++++++++++++++++++++++

For the Advisors (Managers, please print this off and give a copy to each advisor!)

Good day my dear associates!

It has now been two weeks since we spend time together in the seminar. You have had a chance to apply some of the systems, processes and tools we practiced. I have seen the reports and heard the stories and I am very pleased that some of you have had the courage to apply these methods. I hope you are sharing your successes with each other. Remember your only competition is what happens in your own mind, not what some other advisor is doing. Please encourage and motivate each other. You have had some success! Excellent!

This is a critical point in your change process. You have started to make changes, but you can easily go back to your old habits that have not worked so well for you in the past. Please be courageous. Please trust me and the processes I shared with you. You have the capacity to grow and develop great skills and therefore greater results. Please keep changing!

Now is a time to re-commit yourselves to the changes you know you need to make. Please take some time to go back a review the notes you took during the seminar. Now is the time to add one or two new systems, processes or tools into your daily behaviors. Now is the time for you to prove to me, your manager, your leaders, your company and most importantly to yourself that the week we spent together was not a waste of time. I am confident you were the right person to attend the seminar. We all invested a lot of time in the seminar to help you become the advisor you wish to become. Please prove that we were right in selecting you. Now is the time for you to take action!

If you have problems, questions or comments you wish to share with me, then please write me and I will respond!

Warm regards and remember ‘Success is a choice!”
Jim

Friday, November 07th, 2008 | Author: James M. Heidema

Map of Cyprus

Map of Cyprus

For the past three years I have been working with Interlife Insurance Company of Cyprus. The company has 10 agencies around Cyprus. I have spent the majority of my time with the field and corporate management teams. We just completed a special week-long seminar for advisors - the APDS - Agents Professional Development in a 4-day rather than 5-day seminar format. Then we delivered a half-day seminar with the Managers on how to manage the advisors over the next 6 months. What made this event special was that we did not charge the company anything except expenses. We structured the billing to prove to the company that our systems, processes and tools when correctly applied, develop high performance agents. Now we will track the advisors over the coming weeks and months, offer guidance when appropriate, and when the 6 months are complete he will be paid. When we are successful we will receive a percentage of the increase in premium generated by the 23 participants. We are excited by this project for it will once again (as it did with ING Romania) prove the value we offer to our clients. (Note - this is a special project and is not something Jim or Professional Sales Plus plans do in the future with other clients)