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 victory: why you keep losing to bigger firms on price, and how to become the adviser CEOs choose instead. 60 minutes, live, free, on September 23rd.
60 Minutes. Live.
You'll Leave Knowing Exactly Why The Big Firms Keep Beating You.
- 1
The diagnosis: why you were not even invited to bid
Commoditization is a positioning gap, not an industry limit. Most advisers keep solving for prospecting when the real problem is that they are invisible to the buyers who would change everything.
- 2
Invisible to undeniable: a value proposition that transcends the spreadsheet
Stop competing on price. The reframe that moves you from interchangeable broker to the strategic adviser employers cannot get from a national firm.
- 3
The C-suite conversation: sell to the CEO and CFO, not just HR
Why the adviser who owns the relationship with the corner office wins the account, and how to earn that seat at the table.
- 4
The Giant Killer playbook: taking 500 and 1,000+ life groups from national brokers
The strategies independent agencies in the NextGen network have used to beat larger regional and national firms for the accounts everyone said they could not win.
- 5
Beyond 5%: turning one mid-market win into 20% to 50% annual growth
5% organic growth is not a ceiling. It is a symptom. What changes in your agency the moment you land the account that changes everything.
Can't make it live? Register anyway, the replay goes only to this list.
“The brokers winning the largest accounts are not smarter than you. They are better connected. For more than a decade I have watched independent advisers beat national firms for 500 and 1,000+ life groups everyone said they could not win. On September 23rd I am walking you through exactly how the Giant Killers do it.”
This Is For You If
- You own or lead an independent benefits agency
- Stuck at 5% growth while expenses climb faster
- Losing mid-market deals to bigger firms on price
- Ready to move beyond the carrier status quo
Probably Not Yet If
- Content with order-taking and the status quo
- Shopping for the cheapest option in the market
- Unwilling to change how you position and sell
- 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.