Thank You for the Past 14 Years

This week Agency ADvisor celebrates our 14th year of being in business. I am not one who typically gets overly excited about birthdays or anniversaries. It seems like they happen way too often and too quickly anymore. Especially birthdays. However, this one is different. I guess it is because I am more excited than ever on the direction and future of Agency ADvisor.

As I reflect back over the past 14 years, I first wonder where the time went. Then I reflect and am humbled by all of the great clients and wonderful people I have had the privilege to meet and work with over that time. I have walked through the doors of over 650 agencies in the United States and Canada during the past 14 years and have met thousands of wonderful people. Many I consider family. We have been lucky enough to have clients in every state, except for Rhode Island. I have survived countless canceled flights and delays. I have been snowed in a handful of times (some of you know I do not drive in the snow).

I think I can name every Marriott property in every major city. I cannot tell you how many times I have walked out of my hotel in the morning and not remember the color or make/model of the rental car I am driving. I am so grateful for whoever invented GPS and made it so easy on my iPhone. I no longer have to have printed MapQuest pages from the airport to hotel, to client, back to a hotel, back to rental car center. Texting while driving is a dangerous act. However, trying to read a printed map while driving in an unknown environment is near suicidal!

I am most grateful for our clients that have gone paperless, the 200 + that we have helped implement Workamajig, 150+ Advantage and other software products. Moreover, the countless agencies that are successfully growing from our partnership. One of the biggest rewards I receive is seeing the eyes light up when I make a return visit to a client, and they start telling me how much more profitable and streamlined they are from our collaboration.
In closing, I just want to say Thank You! Thank you for the support you have provided us over the past 14 years. The majority of our business comes from referrals, which is the biggest compliment we can receive. We could not have done it without each and every one of you!

Meet John Smith

Traveling has taught me many things. Like how to pack the most into the smallest space. How to sleep on planes. How to speed pack. However, I just experienced something that we all need reminding of … How to talk on cell phones in public.

This is not a story complaining about the ‘Chatty Cathy’ types of cell phone users. But a story about how using your cell phone can give

many strangers a lot of information about yourself and your business.

Today, I met John Smith. He doesn’t know that we met, but in the airport, he was on his cell phone giving out his name. I also now know his street address and that he lives in the same zip code as I do. He also has a Bank of America credit card, which, if I had wanted to, I could have keyed his account number into my cell phone.

 I know that John is not happy with Bank of America and that he was contacted repeatedly by the banks representatives about, ironically enough, their identity theft protection package. I know that John declined the package (he apparently doesn’t need anyone helping him protect his privacy. I am now aware that his charge card statement reflects the cost for the identity theft protection, and that charge was for $90.

While learning a great deal about John Smith that I don’t need nor want to know, I had to think about how many times I have been on my cell phone in public. Sometimes, I am discussing my dealings with someone in an airport or some public place swarming with strangers within ear shot of my conversation.

John taught me a valuable message and I am passing this along to you. Remember when using your cell phone in public places to be aware that there are people around you. Individuals who may be the type to key in your credit card number for later use of their own. Those who may be friends of your ‘client from Hell.’ People who might work at a competing shop and just need to hear a little bit of your dirty laundry to take your big client away.

Five general rules to follow when talking in public places.

  1. Don’t use names (both company and person) when having conversations in public places. If you need to do so, find a private area before making the call.
  2. Don’t discuss any financial information. In addition to account numbers, don’t talk about billing rates, cost rates, salaries, or sales figures.
  3. If you need to introduce yourself with first and last name, find a private place before you make the call.
  4. If you are calling about a topic that makes you agitated, be sure to keep a gauge on your volume. Just because you are frustrated with the company/person/situation, doesn’t mean that everyone around you needs to know about it. Save that for social media!
  5. Finally, don’t discuss work problems in public places (on or off the phone). Recently I was at lunch with an Agency Owner who was venting his frustrations about one of his employees. Since I had never met this employee, we were both surprised when the employee had been sitting right behind him the entire time.

I would like to thank John Smith for teaching me this lesson. Maybe I should stop by his house and share the lesson with him.

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