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Deferring Strategic Goals

By Jon Gorman posted 01-15-2024 12:59

  

In the Habit of Deferring Goals: A Closer Look

The Big Picture

In this hard market, have you found yourself deferring strategic goals for your agency or for yourself, preferring to wait it out until the sky is clear? Personally, I think this is a risky game to play, but I get it. I’ve been there. Time and resources are valuable assets to a business leader and deploying them at the right time on the right things is critical. When times are tough, pushing important decisions down the road that require investments of time and capital might seem like harmless delay for when market conditions are better.

 

Digging Deeper

The reality of deferring strategic goals is the opposite. As a business leader, I've witnessed the window of opportunity narrow for those who hesitate, eroding confidence and leaving a trail of regrets. Time is a currency in business, and delaying strategic goals may mean missing the optimal moment to pivot or expand. Just like seizing the right market opportunity, achieving personal aspirations demands timely action. Postponing decisions might close the very window business leaders aim to leap through.

 

I know that Accelerate is an investment in time and resources for you and your organization. Knowing that human capital in our business is in high demand, it’s difficult to justify even one person being out of the office for three or four days.

 

But, can you afford to be behind the eight ball when it comes to what are likely your two biggest investments – your people and your technology?

 

My advice is to approach goals with the same diligence as choosing the right insurance policy. Act decisively, understand the value of time, and embrace the confidence that comes with making informed decisions. Don't let the window close – seize the moment and navigate life with purpose.

 

The relentless ticking of the clock can cast doubts on the ability to steer the company in the right direction. 

 

Don’t let the opportunity slip through your fingers to discover first-hand how to set up your business today for future success. There is something for each member of your team:

 

  • Owners and principals will have a clearer picture of the Vertafore roadmap for how technology will allow you and your team to operate more efficiently, process more transactions faster, and serve your customers with greater ease and pace.
  • Operations leaders in your business will have an opportunity to test drive new technology partners, look under the hood at the Vertafore solutions you use, and consider future resources to apply to your business and people.
  • Producers will learn how new Vertafore resources and partners will speed up the process of doing and closing business. If they haven’t yet discovered AgencyZoom, now is the time.
  • Accounting staff will learn from the best in the business how to streamline and optimize their use of Vertafore and partner tools.
  • CSRs will learn from day-to-day Vertafore users like themselves on how to best, and most efficiently, to serve your customers.

 

The cost of deferring goals is not merely the passage of time; it's the potential closure of windows that may never open again. Act decisively, maintain confidence, and live a life free of the regret of what could have been.

 

Don’t delay, register today.

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