Baier Consulting

About

Coaching and consulting to companies, agencies, managers, and advisors in financial services. Programs include strategic planning with tactical applications for all levels, moving experienced advisors to the next level, improving retention for new advisors, increasing MDRT Membership, developing leadership presentations, coaching, maximizing effectiveness of the 25-Point System, and personal coaching for managers and advisors, linking personal and business goals.

Exponential Growth through Proven Systems

Baier Consulting International, LLC Mission

"Improving Productivity and Retention in the Financial Services field to better serve and protect the financial welfare of the public."

Discussions

The financial services industry has been plagued with poor retention for decades. Even in the best countries, the four-year retention tends to be around 11 percent. Studies have demonstrated that even a 1 percent increase in this number can result in millions of dollars to a company. Retention and higher productivity not only mean substantially more income to agents and managers; more importantly, this will mean a better-served public with greater financial security.

Detailed Overview of Services

Coaching and consulting to companies, agencies, managers, and advisors in financial services. Programs include strategic planning with tactical applications for all levels, moving experienced advisors to the next level, improving retention for new advisors, developing leadership presentations, coaching, maximizing effectiveness of the 25-Point System, and personal coaching for managers and advisors, linking personal and business goals.

How This Business is Different

John Baier has 35 years of experience as a Managing Partner and also has served as a company executive. As Managing Partner, he built a basically scratch agency into one of the premier agencies in the world. Baier was the 2013 inductee into the GAMA International Hall of Fame, the highest distinction in the financial services industry.

He is the founder of the internationally practiced 25-Point System for Managers and Advisors. As a company executive, Baier coached high-level industry leaders, ran a program to increase MDRT membership, and took his company from ranking 33rd in membership to 14th in one year. He instituted project retention and increased third prior retention from 5.3 percent to 8.5 percent in one year. During this period, he ran the Agency Channel of Distribution, increasing the number of sales and proactive agents by 33 percent over the prior year.

BaierConsultingInternational@gmail.com

Toll Free 844-JBAIER4(844-522-4374)

+5255 852 66082 (From Mexico)

+1 201-723-4652

www.BaierConsultingInternational.com

Testimonials

Exponential Growth Through Proven Systems

"While John is not the author of "Checklist Manifesto", he easily could have been since he is the master of systems, processes, and training systems in our entire Industry."

Phil Richards, Executive Chairman & Founder
North Star Resource Group, GAMA Hall of Fame

"John is a master in developing people and leaders, and with his extensive track record of success, it's uniquely qualified to teach others to do the same."

Luis Chiappy, 2012-2013 President of GAMA International

"John Baier is one of the few creative minds in agent field management. He built one of the super agencies in America, and his system works. His system is practical, exciting, teachable, and he would be a great mentor coach for anyone who wants to build a great agency."

Bob Savage, Co-founder Savage & Associates, Toledo, Ohio GAMA Hall of Fame Recipient

"Definitely there has been a before and after John Baier’s period in my business life. I like to say there’s a Veronica BJ (Before John) and a Veronica AJ (After John). After only 6 Months using the 25 Point System I achieved MDRT full membership and almost made COT. Now after using it for a year I am among the top 30 agents in my company, a 300% increase! I think this is one of the smartest decisions I’ve made in my career. John is a great mentor and an outstanding human being."

Veronica Bernal, MDRT Agent, Seguros Monterrey New York Life

"I was in the insurance business for 12 years before I met John. I was a MDRT producer for 5 years, and a struggling Manager for the next 7 years. I decided to hit the "Reset" button and start fresh with John and his systems. The 25 Point system was the key that opened the doors to my consistent success in the next 16 years of my career from Partner to Managing Partner. I have applied it to my own personal development, Producer development, Sales Manager development and my own children’s development when they were in Elementary school. The system transcends locations, cultures, generations, tenures, intellects and job functions."

Puneet Seth, Managing Partner, New York Life

"To be successful is a matter of habits and focus. John Baier is the creator of a system that gives you the specific actions to achieve your goals. It also keeps you motivated and avoids frustration."

Luis Cuevas, MDRT Agent, Seguros Monterrey New York Life

"John Baier hired me in 1995 without prior experience or educational background in the business. John said that the blessing and the curse of the business is that it gives you a lot of freedom and independence. Following the 25-Point System, the freedom and independence became the blessing. It’s a great tool to measure a day’s work, especially in the world of an agent or advisor. When I transitioned to the Partner role, John also developed 25-Point system for managers and transitioning managers. I continue to use both systems as a Partner and with the agents I hire. Making a habit of following the system is critical, and thanks to John, I formed the habit at the onset of my career in the financial services industry."

Jennifer B. Padolina, CLF, Partner, New York Life

"One of the true agency builders of our profession! John gets it from the ground up. He plans, implements and follows through. A real leader."

Harry P. Hoopis, Chief Executive Officer, Hoopis Performance Network, GAMA Past President

Presentations and Programs

Presentations and Programs to Companies, Agencies, and Top Advisors, topics include, but are not limited to:

Strategic Planning with Tactical Methods

Here we explore the Vision of the Company, Agency, or Adviser. Following this deep exploration, we construct a complete business plan including long and medium term goals with the short term tactics to achieve them.

Building a Mega Agency

Proven Methods to achieve exponential growth. Topics include recruiting, getting agents off to a fast start, skill development for new agents, seasoned advisors and managers. Planning and implementation strategies are also incorporated for managers and advisors.

Increasing MDRT Membership

Presentation and/or program to substantially increase MDRT Membership in Companies or Agencies. Methods that were used by John Baier to increase MDRT members in his Agency from 6 to 72 members. Also implemented in Seguros Monterrey New York Life which increased the worldwide ranking in MDRT Membership from 33 to 14 in one year.

Exponential Growth in Retention and Productivity

Presentation and/or Program providing proven methods to exponentially increase Retention and Productivity in Companies or Agencies. Proven systems that include planning and implementation of techniques to get new advisors through the first challenging years. Also strategies in increasing productivity among veteran advisors.

Getting to the Next Level for Top Advisors

Geared toward established advisors who are looking to increase their level of business. Methods will include Building the Vision, Strategic Planning, Smart Business Solutions, Implementation, and Follow up.

Effective use of the 25 Point System

Training in the complete use of the proven 25 Point System. Mathematics and Psychology are used to integrate the Vision and Strategic Plan, Annual Plans, Quarterly Plans, Weekly Focus Plans right down to the Daily implementation.

Leadership Building

A single presentation or multiple session program, covering the essential traits and methods of leadership. Designed for companies and agencies looking to develop their future high level executives. Topics include identifying and dealing with different personalities, coaching techniques and language, conflict resolution, motivation methods, time management, and building credibility and rapport.

Book "The 25 Point System for Sales Accountability and Productivity"

A complete guide to the Internationally Utilized 25 Point System. Beginning with the Strategic Plan and working through the Annual, Quarterly, Weekly, and Daily implementation. Detailed methods and worksheets are included.

Purchase from CreateSpace

Purchase from Amazon

Vivo Mobile App

Exclusively designed for the unique needs of the Insurance & Financial Services industry, Vivo Mobile's subscription-based software platform for on-boarding new Financial Professionals was built on the proven principles of the 25-Point System, integrating innovative activity management concepts with skill development tools, in an engaging mobile experience that inspires self-management and accountability.

Customized Presentations and Programs

Presentations and programs individually designed to meet the various objectives of companies, agencies and advisors.