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Resources:

Articles

Webinars

Newsletter

Blog

 

Contact Us:

Oak & Associates
5211 Beaumont Way
Santa Rosa, CA 95409

707.935.6565
catherine@oakandassociates.com

 

 

Webinars

Follow the links below to view our webinars on the Insurance Marketing and Management Services (IMMS) web site.

Create Your Niche Sales Playbook

Your One-Page Business Plan

Grow Profitable Producers (part 1 of 2)

Grow Profitable Producers (part 2 of 2)

Beef Up Your Automation

Five Steps to Client Retention

Internal Agency Perpetuation: Family Business Succession

Movers & Shakers: Predict Your Future

Persuasion: The Power of Words

The E Myth - Work "On" Your Business. Not "In" Your Business

Financial Management – It Just Makes Dollars & Cents

Make Company Appointments Your 'Unfair Advantage'

Perpetuation: Passing the Reins

 

 

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