In this Fast Pace episode, Dean Mackie and Josh Phegan look at entries and exits for business ownership. They discuss evaluation methodologies, complete documentation, clear systems and processes, slow buy in and slow sell out, building for saleability, knowing your own strengths and skillset, and insights for shareholders.
Tag Archives: documentation
Fast Pace Ep 17 – Digitally fed workflow
This episode features Dean Mackie and Josh Phegan on the shift to a digitally fed workflow and how agents are using these new mechanisms to improve workflow and documentation. They discuss the need to make things easier and how digital improves what we do, how it helps us understand the customer better and deliver the information they need, and actually makes more human moments that really matter possible.