The Shepherd Guide E-Newsletter [No. 003]

Insurance Insights | July 1, 2020

The Shepherd Guide E-Newsletter [No. 003]


The Shepherd Guide to
(Re)Building Your Business

“Everybody that’s successful lays a blueprint out.”

– Kevin Hart

This is my final note on managing your business through the phases of COVID-19. I’ve used this acronym to think about each methodically:




Position & Prosper

All the work we’ve done in the previous two phases sets us up for Position & Prosper. Some of you may be rebuilding, some of you may be rebounding, but the key is creating a well-thought-out blueprint so you can move forward.

A blueprint starts with a decision to pursue wealth and security. A decision to evaluate and increase your financial knowledge. A decision to go make more money and keep more of the money you make. And lastly, a decision to multiply the money you’ve kept. I would say ask yourself if you’re prepared to make those decisions today. Many can’t and need help doing so.

I can tell you I’ve done the hard work to assess and adjust, to rethink our business. I’ve ensured our team can return to the office, confident that they are in a safe environment and ready to support our customers. I’ve looked at our changing customer needs and what we can to do to protect their futures today.

  • What’s your blueprint? Have you positioned your business for success?

  • Have you thought about what your customers need and how you will deliver?

  • Have you considered how to ensure your employees are protected and prosper as well?

  • Have you made the decisions necessary to protect your money and make it grow?

If you don’t have the answers, or want to learn more, call me at 416.249.1700 ext. 225. I’m here to help.

Be safe and wear a mask!

– Neil