Podcasts about independent insurance agency

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Best podcasts about independent insurance agency

Latest podcast episodes about independent insurance agency

IA Forward
We're Here to Run A Business with Aaron and Justin Husman

IA Forward

Play Episode Listen Later Mar 4, 2025 38:50 Transcription Available


Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Follow the Directions (Or Skip Them): Balancing Tradition With Innovation

IA Forward

Play Episode Listen Later Jan 21, 2025 27:18 Transcription Available


Shane and Tonya dive into the eternal struggle between following directions and blazing your own trail. From puffer jackets to agency best practices, they explore how independent agents can balance tradition with innovation to drive success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
From Comfort Zones to Milestones: Celebrating 250 Episodes of IA Forward Insights

IA Forward

Play Episode Listen Later Jan 14, 2025 41:09 Transcription Available


Celebrate with Shane and Tonya in the 250th episode of IA Forward! From the power of discipline over motivation to the best way to create a "stop-doing list," this one is full of practical insights, a look back at the most popular episodes, and a thank you to the listeners who made it all possible. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Business Moves from Holiday Movies: Inspiration for the New Year

IA Forward

Play Episode Listen Later Dec 31, 2024 27:15 Transcription Available


In this special New Year's Eve episode, Shane and Tonya reflect on timeless lessons from holiday movies and how they can inspire your business and life as we welcome 2025. From the authenticity of Elf to the resilience of A Charlie Brown Christmas, discover insights to start your new year with purpose and a fresh perspective.4oIA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
The Power of Perspective

IA Forward

Play Episode Listen Later Nov 12, 2024 26:11 Transcription Available


Shane and Tonya explore how choosing gratitude and maintaining a positive perspective can make all the difference, even in the toughest of markets. They share personal stories, practical tips, and the importance of leading by example, reminding us that a mindset shift can turn challenges into opportunities for growth and connection. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

UBC News World
Parker, CO Top Independent Insurance Agency Offers Affordable Car & Home Premium

UBC News World

Play Episode Listen Later Oct 21, 2024 2:26


Stop overpaying for a policy you don't understand! With the independent insurance agency ALINK Insurance Services® (303-752-6479) in Parker, CO, you can personalize your coverage and compare quotes with reputable providers. Request a quote at: https://www.alink2insurance.com/ Alink Insurance City: Saratoga Springs Address: 463 Founders Boulevard Website: https://www.alink2insurance.com Phone: +1 385 382 0037 Email: Bill@alink2insurance.com

IA Forward
Unlocking the Potential of Your Management System with Beaux Pilgrim

IA Forward

Play Episode Listen Later Oct 8, 2024 28:16 Transcription Available


Beaux Pilgrim from IA Blueprint joins Shane and Tonya to share insights on leveraging technology, automation, and peer-to-peer learning through management system user groups. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Turning Auto Rate Increases into Conversations

IA Forward

Play Episode Listen Later Sep 10, 2024 28:35 Transcription Available


Shane and Tonya discuss strategies to help your customers understand the reasons behind rising auto premiums and how to effectively turn a difficult topic into an opportunity to build trust.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Hunter, Farmer, or Trapper: Building the Strongest Team for Your Agency

IA Forward

Play Episode Listen Later Sep 3, 2024 26:44 Transcription Available


Shane and Tonya explore the different sales personas—hunters, farmers, and trappers, how understanding these roles can help you build a more effective team, and why the right mix of skills and personalities is crucial for your agency's growth and success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Scaling Smart: When and How to Grow Your Agency

IA Forward

Play Episode Listen Later Aug 27, 2024 25:36


Shane and Tonya discuss the right timing and strategies for growth and how to expand your team while preserving the personalized service your clients love. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Chasing Authentic Success: Your Dream, Your Agency

IA Forward

Play Episode Listen Later Aug 13, 2024 26:29 Transcription Available


Shane and Tonya discuss the importance of staying true to your own vision in the independent agency world, as well as exploring the pitfalls of chasing others' dreams, the value of authenticity, and how to build a business that aligns with your personal goals and strengths. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Politics and Social Media: Balancing Business and Beliefs

IA Forward

Play Episode Listen Later Aug 6, 2024 25:04 Transcription Available


Shane and Tonya discuss the contentious political climate, the impact of polarized opinions on small business owners, and should agency owners take a political stance on their personal and business social media pages.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

She's INVINCIBLE
Michelle Jacobik - Master Your Money: From Avoidance to Awareness

She's INVINCIBLE

Play Episode Listen Later Aug 5, 2024 56:21


Here's what to expect on the podcast:The results of financial avoidance.What are common behaviors that indicate someone is avoiding their financial responsibilities?Some practical steps individuals can take to start gaining control over their finances.The importance of having an emergency fund, also referred to as an 'abundance fund.'And much more! About Michelle:An award-winning author, startup consultant, and speaker (including SXSW in 2023), Michelle Jacobik emphasizes the business success that can emerge when an entrepreneur aligns their vision with their cash flow strategy. She helps founders avoid the financial pitfalls that are all too common when launching a venture, and is an expert at empowering them to locate the profit streams that can transform a business (and an entrepreneur's life).At 23, Michelle Jacobik was obsessed with business, avidly consuming content from Zig Ziglar and Tony Robbins, living the high life with sports cars and vacations - and deeply in debt after years of credit card overages and payday loans. She began turning her financial life around; six years later, she purchased an insurance business and systematically expanded annual revenue from $600k to $12 million. Michelle later took a 7-figure exit from her Independent Insurance Agency after decades of growth and now advises highly ambitious entrepreneurs on mastering the financial strategies necessary to build a profitable venture.Michelle is the best-selling author of two books: “The Path to Profits: An Entrepreneur's Guide to Having it All and Still Having a Life” and “Prosperity After Divorce: Take Charge of Your Finances and Create the Life You Want.” Her expertise extends to tax preparation and estate planning; she also held a securities license for over 20 years. Michelle has been featured in a variety of popular media outlets, including ABC, CBS, FOX, Parents Magazine, Entrepreneur Magazine, and Thrive Global.She lives with her husband, Jody, in Naples, Florida. Connect with Michelle Jacobik!Website: https://michellejacobik.com/LinkedIn: https://www.linkedin.com/in/michellejacobik/Instagram: https://www.instagram.com/michellejacobik/Facebook: https://www.facebook.com/michellejacobikGrab her award-winning book today! THE PATH TO PROFITS: https://a.co/d/0BpulYS Connect with Kamie Lehmann!Website: https://www.kamielehmann.com/Facebook: https://www.facebook.com/kamie.lehmann.1Instagram: https://www.instagram.com/shesinvinciblepodcast/LinkedIn: https://www.linkedin.com/in/kamie-lehmann-04683473National Domestic Violence Hotline: https://www.thehotline.org/Learn more about how to minimize the emotional side effects of cancer: https://adventurefound.org/

IA Forward
Bucket Lists and Business Goals

IA Forward

Play Episode Listen Later Jul 30, 2024 27:36 Transcription Available


How can managing expectations enhance satisfaction in your personal and professional life? Shane and Tonya share insights on balancing bucket list experiences with business goals, setting realistic expectations, and nurturing relationships.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Halfway There: A Mid-Year Check In For Your Agency

IA Forward

Play Episode Listen Later Jul 16, 2024 25:54 Transcription Available


Shane and Tonya discuss the importance of mid-year check-ins to reassess goals, make necessary adjustments, find alternate uses for existing tools and resources, and adapt business strategies for long-term success.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Changing the Insurance Narrative: Positivity in a Negative World

IA Forward

Play Episode Listen Later Jul 9, 2024 24:15 Transcription Available


Shane and Tonya discuss the negative talk prevalent within the insurance industry,  strategies for promoting positivity, and the importance of a positive mindset in transforming conversations and customer interactions. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Gen Z Insights with Olivia Bruno: From D1 Athlete to Insurance Intern

IA Forward

Play Episode Listen Later Jul 2, 2024 27:44 Transcription Available


A unique takeover episode featuring D1 Softball player Olivia Bruno, Kylie Lowry, and Tonya, discussing fresh perspectives on leadership, success, and the evolving role of Gen Z in the insurance industry.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

UBC News World
Provo Top Independent Insurance Agency Offers Custom Recreational Vehicle Policy

UBC News World

Play Episode Listen Later Jun 28, 2024 2:17


Save money and get better coverage with an independent insurance agency by your side! ALINK Insurance Services® (385-382-0037) will get you a custom policy for your recreational vehicle at an affordable rate by comparing quotes. Schedule a personal consultation at: https://www.alink2insurance.com/saratoga-springs-ut-location ALINK Insurance Services - Saratoga Springs, Utah City: Saratoga Springs Address: 463 Founders Blvd Website: https://www.alink2insurance.com/saratoga-springs-ut-location Phone: +1-385-382-0037 Email: YourLinkToSecurity@ALINK2ins.com

Poorly Made Police Podcast
S5E31 - The Exorcism

Poorly Made Police Podcast

Play Episode Listen Later Jun 26, 2024 123:28


This episode a Michigan Cop joins the podcast. He talks about starting in the mid 2000's in Michigan and how much things have changed. We talk Michigan policing, and he talks about his time working undercover. Also a discussion on "it takes a village". And of course and exorcism. Please patronize and support the LEO businesses that made this podcast possible. How are First Responders hitting huge fitness / body/ health goals? Don't miss this one! Fit Responder Fit Responder is the top remote coaching program for first responders around the US. Having support that understands the demands and stressors of the job helps when you need an effective and realistic action plan to make your goals reality  Follow FIT RESPONDER for tips, guides, memes, etc. https://fitresponder.com/ Evergreen Insurance Agency is a private, LEO family-owned, Independent Insurance Agency founded on the idea that each and every customer deserves the highest standard of customer service. With over 100 years of combined insurance experience, we are dedicated to working hard for you whether you have one policy or multiple lines of coverage.Contact us for a free quote to see if we can save you money on all your insurance needs. ⁠⁠⁠https://evergreeninsurance.com⁠⁠⁠ ⁠⁠⁠https://www.facebook.com/share/pTvigyJf2shdfu3R/?mibextid=LQQJ4d⁠⁠⁠ https://www.thethinlinerockstation.com/ PMPM coins - www.ghostpatch.com PMPM Merch - https://poorly-made-police-memes.creator-spring.com/? https://linktr.ee/Poorlymadepolicememes --- Support this podcast: https://podcasters.spotify.com/pod/show/poorly-made-police-memes/support

IA Forward
Play The Game, Not the Occasion

IA Forward

Play Episode Listen Later Jun 25, 2024 27:21 Transcription Available


Shane and Tonya discuss the TV show  Welcome to Wrexham, and draw parallels to the insurance industry: emphasizing the importance of maintaining a consistent approach, rather than focusing on industry changes or market cycles; understanding one's niche; and playing the infinite game.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Label Free:
Navigating Family Business Dynamics: Anna Maria Viti-Welch on Leading a Legacy

Label Free: "To live your best life, live label free."

Play Episode Listen Later Jun 24, 2024 18:35


In this episode of Label Free Podcast, host Deanna Radulescu interviews Anna Maria Viti-Welch, the president of the Viti Companies, a third-generation family-owned independent insurance agency celebrating 85 years in business. Anna Maria shares her journey of being involved in the family business for over 30 years and becoming the president of the company.The Viti Companies specialize in consulting with various industries such as restaurants, retail, food manufacturers, and nonprofits for their insurance needs. Based in Highwood, a northern suburb of Chicago, they serve clients nationwide and offer a wide range of insurance products including business insurance, employee benefits, and home and auto insurance.Anna Maria discusses the challenges and rewards of being a woman in a leadership position in a male-dominated industry. She emphasizes the importance of coaching and leadership training for her team members to ensure their growth and success within the company.The conversation delves into the unique challenges of insuring businesses in the cannabis industry, highlighting the complexities and limitations due to federal regulations. Anna Maria provides insights into the insurance requirements for cannabis businesses and the specialized approach needed to secure coverage.To connect with Anna Maria and learn more about the Viti Companies, listeners can visit their website at www.viticompanies.com, contact them at 847-432-1000, or reach out via email at annavw@viticompanies.com. Anna Maria also shares a valuable tip for business owners to always involve their insurance agent in lease or contract negotiations to ensure proper coverage.The episode concludes with Deanna expressing gratitude for the insightful conversation and the dynamic energy shared by Anna Maria during the interview. Listeners are encouraged to subscribe, rate, review, and share the podcast for more engaging discussions with dynamic guests.Are you ready to experience a new level of wellness? Look no further than doTERRA, the leading provider of high-quality essential oils. Join me, your host Deanna Radulescu, as I share an exciting partnership with doTERRA on the Label Free Podcast.Discover the power of nature's remedies with doTERRA's exceptional range of essential oils. From the invigorating Sweet Orange, perfect for consumption, to the refreshing and germ-fighting toothpaste, doTERRA has you covered. Experience the natural whitening and deep cleansing properties that will leave your mouth feeling fresh and revitalized.But that's not all! doTERRA offers a wide range of supplements designed to support your overall vitality. The Lifelong Vitality Pack is a must-try, packed with high-quality ingredients that will nourish your body from within. And for those seeking the ultimate anti-aging solution, look no further than the collagen and NMN combination. This dynamic duo is a game-changer, helping you maintain youthful skin elasticity, luscious hair, and strong nails.Ready to elevate your wellness journey? Click the link below to sign up and explore the world of doTERRA. Take advantage of our specially curated bundles, including the toothpaste, cleaning products, and more. Experience the transformative power of high-quality essential oils and unlock a healthier, happier you.Join the doTERRA revolution today and discover the true potential of nature'shttps://doterra.me/9BpKXkhttps://doterra.me/by9rqQAs always thank you for the support, to contact me directly follow the link below:https://www.labelfreepodcast.com​ Stay Healthy, Stay Ready- Deanna Marie Radulescu

Label Free:
Navigating Family Business Dynamics: Anna Maria Viti-Welch on Leading a Legacy

Label Free: "To live your best life, live label free."

Play Episode Listen Later Jun 24, 2024 18:35


In this episode of Label Free Podcast, host Deanna Radulescu interviews Anna Maria Viti-Welch, the president of the Viti Companies, a third-generation family-owned independent insurance agency celebrating 85 years in business. Anna Maria shares her journey of being involved in the family business for over 30 years and becoming the president of the company.The Viti Companies specialize in consulting with various industries such as restaurants, retail, food manufacturers, and nonprofits for their insurance needs. Based in Highwood, a northern suburb of Chicago, they serve clients nationwide and offer a wide range of insurance products including business insurance, employee benefits, and home and auto insurance.Anna Maria discusses the challenges and rewards of being a woman in a leadership position in a male-dominated industry. She emphasizes the importance of coaching and leadership training for her team members to ensure their growth and success within the company.The conversation delves into the unique challenges of insuring businesses in the cannabis industry, highlighting the complexities and limitations due to federal regulations. Anna Maria provides insights into the insurance requirements for cannabis businesses and the specialized approach needed to secure coverage.To connect with Anna Maria and learn more about the Viti Companies, listeners can visit their website at www.viticompanies.com, contact them at 847-432-1000, or reach out via email at annavw@viticompanies.com. Anna Maria also shares a valuable tip for business owners to always involve their insurance agent in lease or contract negotiations to ensure proper coverage.The episode concludes with Deanna expressing gratitude for the insightful conversation and the dynamic energy shared by Anna Maria during the interview. Listeners are encouraged to subscribe, rate, review, and share the podcast for more engaging discussions with dynamic guests.Are you ready to experience a new level of wellness? Look no further than doTERRA, the leading provider of high-quality essential oils. Join me, your host Deanna Radulescu, as I share an exciting partnership with doTERRA on the Label Free Podcast.Discover the power of nature's remedies with doTERRA's exceptional range of essential oils. From the invigorating Sweet Orange, perfect for consumption, to the refreshing and germ-fighting toothpaste, doTERRA has you covered. Experience the natural whitening and deep cleansing properties that will leave your mouth feeling fresh and revitalized.But that's not all! doTERRA offers a wide range of supplements designed to support your overall vitality. The Lifelong Vitality Pack is a must-try, packed with high-quality ingredients that will nourish your body from within. And for those seeking the ultimate anti-aging solution, look no further than the collagen and NMN combination. This dynamic duo is a game-changer, helping you maintain youthful skin elasticity, luscious hair, and strong nails.Ready to elevate your wellness journey? Click the link below to sign up and explore the world of doTERRA. Take advantage of our specially curated bundles, including the toothpaste, cleaning products, and more. Experience the transformative power of high-quality essential oils and unlock a healthier, happier you.Join the doTERRA revolution today and discover the true potential of nature'shttps://doterra.me/9BpKXkhttps://doterra.me/by9rqQAs always thank you for the support, to contact me directly follow the link below:https://www.labelfreepodcast.com​ Stay Healthy, Stay Ready- Deanna Marie Radulescu

IA Forward
Growing Your Business During Turbulent Times

IA Forward

Play Episode Listen Later Jun 18, 2024 26:17 Transcription Available


From global issues affecting the insurance market to interpersonal challenges within your agency, Shane and Tonya discuss practical strategies to navigate and resolve conflicts effectively, leading with empathy and strength, and ensuring a thriving business environment. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Poorly Made Police Podcast
S5E27 - Do you like bit*ches and beer?

Poorly Made Police Podcast

Play Episode Listen Later Jun 12, 2024 122:33


This episode the puddle pirate joins the podcast. He is in the coast guard and came across this podcast when researching police departments. He educates us on the coast guard, and on the law enforcement side of the coast guard. Good kid, educational and some jokes a long the way. Please patronize and support the LEO businesses that made this podcast possible. How are First Responders hitting huge fitness / body/ health goals? Don't miss this one! Fit Responder Fit Responder is the top remote coaching program for first responders around the US. Having support that understands the demands and stressors of the job helps when you need an effective and realistic action plan to make your goals reality  Follow FIT RESPONDER for tips, guides, memes, etc. https://fitresponder.com/ Evergreen Insurance Agency is a private, LEO family-owned, Independent Insurance Agency founded on the idea that each and every customer deserves the highest standard of customer service. With over 100 years of combined insurance experience, we are dedicated to working hard for you whether you have one policy or multiple lines of coverage.Contact us for a free quote to see if we can save you money on all your insurance needs. ⁠⁠https://evergreeninsurance.com⁠⁠ ⁠⁠https://www.facebook.com/share/pTvigyJf2shdfu3R/?mibextid=LQQJ4d⁠⁠ https://www.thethinlinerockstation.com/ PMPM coins - www.ghostpatch.com PMPM Merch - https://poorly-made-police-memes.creator-spring.com/? https://linktr.ee/Poorlymadepolicememes --- Support this podcast: https://podcasters.spotify.com/pod/show/poorly-made-police-memes/support

IA Forward
Are You Booked & Busy?

IA Forward

Play Episode Listen Later Jun 11, 2024 26:56 Transcription Available


Shane and Tonya discuss the pressure to equate busyness with success, the effects on mental health and work-life balance, their personal experiences of being overbooked, and finding fulfillment beyond the hustle.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Poorly Made Police Podcast
S5E25 - Making Fudge

Poorly Made Police Podcast

Play Episode Listen Later Jun 5, 2024 113:42


This episode Terin joins the podcast. She started LE a little later in life than most and gives her unique perspective. She has a lot of different experiences prior to law enforce. She recently lateraled departments and talks about if the grass is greener. We also discuss generational differences and women in policing. Don't miss the PMPM news. Please patronize and support the LEO businesses that made this podcast possible. How are First Responders hitting huge fitness / body/ health goals? Don't miss this one! Fit Responder Fit Responder is the top remote coaching program for first responders around the US. Having support that understands the demands and stressors of the job helps when you need an effective and realistic action plan to make your goals reality  Follow FIT RESPONDER for tips, guides, memes, etc. https://fitresponder.com/ Evergreen Insurance Agency is a private, LEO family-owned, Independent Insurance Agency founded on the idea that each and every customer deserves the highest standard of customer service. With over 100 years of combined insurance experience, we are dedicated to working hard for you whether you have one policy or multiple lines of coverage.Contact us for a free quote to see if we can save you money on all your insurance needs. ⁠https://evergreeninsurance.com⁠ ⁠https://www.facebook.com/share/pTvigyJf2shdfu3R/?mibextid=LQQJ4d⁠ https://www.thethinlinerockstation.com/ PMPM coins - www.ghostpatch.com PMPM Merch - https://poorly-made-police-memes.creator-spring.com/? https://linktr.ee/Poorlymadepolicememes --- Support this podcast: https://podcasters.spotify.com/pod/show/poorly-made-police-memes/support

Poorly Made Police Podcast
S5E23 - It's Miller Time

Poorly Made Police Podcast

Play Episode Listen Later May 29, 2024 138:16


This episode a cop from the Midwest joins the podcast. We talk about beat integrity, and being new and dealing with imposter syndrome. We do a little news regarding a DA who thinks she is above the law. Also included is a walmart rant. Also a young over sends in a rant, which we read. That turns into a long conversation about policing. We also talk a little conspiracy. Please patronize and support the LEO businesses that made this podcast possible. How are First Responders hitting huge fitness / body/ health goals? Don't miss this one! Fit Responder Fit Responder is the top remote coaching program for first responders around the US. Having support that understands the demands and stressors of the job helps when you need an effective and realistic action plan to make your goals reality  Follow FIT RESPONDER for tips, guides, memes, etc. https://fitresponder.com/ Evergreen Insurance Agency is a private, LEO family-owned, Independent Insurance Agency founded on the idea that each and every customer deserves the highest standard of customer service. With over 100 years of combined insurance experience, we are dedicated to working hard for you whether you have one policy or multiple lines of coverage.Contact us for a free quote to see if we can save you money on all your insurance needs. https://evergreeninsurance.com https://www.facebook.com/share/pTvigyJf2shdfu3R/?mibextid=LQQJ4d https://www.thethinlinerockstation.com/ PMPM coins - www.ghostpatch.com PMPM Merch - https://poorly-made-police-memes.creator-spring.com/? https://linktr.ee/Poorlymadepolicememes --- Support this podcast: https://podcasters.spotify.com/pod/show/poorly-made-police-memes/support

IA Forward
The W in SWOT Does Not Mean Worry

IA Forward

Play Episode Listen Later May 28, 2024 26:41 Transcription Available


Shane and Tonya discuss the Julie-ism of "Don't Create Your Worry," the worry cycle, and how it affects our lives and our independent insurance agencies. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Bootstrapping Your Dreams Show
#356 Profit Mastermind: Michelle Jacobik on Turning Vision into Wealth

Bootstrapping Your Dreams Show

Play Episode Listen Later May 15, 2024 39:16


An award winning author, startup consultant, and speaker, Jacobik emphasizes the business success that can emerge when an entrepreneur aligns their vision with their cash flow strategy. She helps founders avoid the financial pitfalls that are all too common when launching a venture, and is an expert at empowering them to locate the profit streams that can transform a business (and an entrepreneur's life).At 23, Michelle Jacobik was obsessed with business, avidly consuming content from Zig Ziglar and Tony Robbins, living the high life with sports cars and vacations - and deeply in debt after years of credit card overages and payday loans. She began turning her financial life around; six years later, she purchased an insurance business and systematically expanded annual revenue from $600k to $12 million. Jacobik later sold her Independent Insurance Agency after decades of growth, and now advises highly ambitious entrepreneurs on mastering the financial strategies necessary to build a profitable ventures.Jacobik is the best-selling author of two books: “The Path to Profits: An Entrepreneur's Guide to Having it All, and Still Having a Life” and “Prosperity After Divorce: Take Charge of Your Finances and Create the Life You Want.” Her expertise extends to tax preparation and estate planning; she also held a securities license for over 20 years. Jacobik has been featured in a variety of popular media outlets, including ABC, CBS, FOX, Parents Magazine, Entrepreneur Magazine, and Thrive Global. She lives with her husband in Naples, FloridaLINKS: www.MichelleJacobik.com https://www.linkedin.com/in/michellejacobik/ https://www.instagram.com/michellejacobik/ Support the Show.Follow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...

IA Forward
The Big Deal About Dwelling Fire (And Why It Matters To Your Agency)

IA Forward

Play Episode Listen Later May 14, 2024 25:25 Transcription Available


Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
The DBW Principle For Success

IA Forward

Play Episode Listen Later May 7, 2024 24:29 Transcription Available


Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Born to Succeed S5E106 with Guest Appearance by Michelle Jacobik & Michael Merritt

"BORN TO SUCCEED" with Michael & Alyssa Merritt

Play Episode Listen Later May 6, 2024 49:04


On this Episode we have an An award winning author, startup consultant, and speaker (including SXSW in 2023), Jacobik emphasizes the business success that can emerge when an entrepreneur aligns their vision with their cash flow strategy. She helps founders avoid the financial pitfalls that are all too common when launching a venture, and is an expert at empowering them to locate the profit streams that can transform a business (and an entrepreneur's life). At 23, Michelle Jacobik was obsessed with business, avidly consuming content from Zig Ziglar and Tony Robbins, living the high life with sports cars and vacations - and deeply in debt after years of credit card overages and payday loans. She began turning her financial life around; six years later, she purchased an insurance business and systematically expanded annual revenue from $600k to $12 million. Jacobik later sold her Independent Insurance Agency after decades of growth, and now advises highly ambitious entrepreneurs on mastering the financial strategies necessary to build a profitable ventures. Jacobik is the best-selling author of two books: “The Path to Profits: An Entrepreneur's Guide to Having it All, and Still Having a Life” and “Prosperity After Divorce: Take Charge of Your Finances and Create the Life You Want.” Her expertise extends to tax preparation and estate planning; she also held a securities license for over 20 years. Jacobik has been featured in a variety of popular media outlets, including ABC, CBS, FOX, Parents Magazine, Entrepreneur Magazine, and Thrive Global. She lives with her husband in Naples, Florida Share THIS link to the Masterminds so YOU get credit if someone clicks and buys from listening to the Podcast: https://merrittmi.krtra.com/t/BAC3v8Mt0VZa LINKS: www.MichelleJacobik.com https://www.linkedin.com/in/michellejacobik/ https://www.instagram.com/michellejacobik/

IA Forward
Think Long-Term, But Sometimes You Need A Win NOW

IA Forward

Play Episode Listen Later Apr 30, 2024 26:11 Transcription Available


Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Leveraging Spring Opportunities For Agency Promotion

IA Forward

Play Episode Listen Later Apr 23, 2024 26:43 Transcription Available


Shane and Tonya discuss how to get the best return on investment for spring marketing opportunities.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
What The State Farm Downgrade Means For The Independent Channel

IA Forward

Play Episode Listen Later Apr 16, 2024 19:06 Transcription Available


Shane and Tonya discuss State Farm General's AmBest downgrade, the clickbait articles, using negativity about competition on social media, and staying focused on yourself.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Diplomacy: Building, Strengthening, and Repairing Carrier Relationships

IA Forward

Play Episode Listen Later Apr 8, 2024 26:41 Transcription Available


Shane and Tonya discuss building, strengthening, and repairing relationships with insurance carriers.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Management Versus Leadership - And Why You Need Both

IA Forward

Play Episode Listen Later Apr 4, 2024 26:52 Transcription Available


Shane and Tonya discuss the differences between management and leadership, why you need both, and how to motivate your people (and yourself) to succeed.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Compensation, Agency Culture, and Keeping Your People Happy

IA Forward

Play Episode Listen Later Apr 1, 2024 27:35 Transcription Available


Shane and Tonya discuss current trends in hiring compensation, what employees are looking for, and agency culture.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagra.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Do Your Processes Make Sense?

IA Forward

Play Episode Listen Later Mar 28, 2024 26:11 Transcription Available


Shane and Tonya discuss diving deep into processes, making sure they are actually efficient, moving the profitability needle, and not doing things just because we've always done them that way.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Telematics, Risk Evaluation, and Car Companies Selling Data

IA Forward

Play Episode Listen Later Mar 25, 2024 27:07 Transcription Available


Shane and Tonya discuss the recent New York Times article about car companies selling data to insurance carriers, how that affects insurance rates, and how to have those conversations with clients.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
The Comfort Zone: Getting Comfortable With Being Uncomfortable

IA Forward

Play Episode Listen Later Mar 21, 2024 26:35 Transcription Available


Shane and Tonya discuss why it's risky to stay where you are, decision "sample sizes," making adjustments, and being forced to focus on other things to create new ideas.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Walks vs Strikes: Why Understanding "Your Pitch" Is Important

IA Forward

Play Episode Listen Later Mar 18, 2024 27:16 Transcription Available


Shane and Tonya discuss the idea of Walks vs Strikes as an independent agent, how to understand "your pitch," why you should focus on it, and not getting caught up in what others are doing. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Hard Market Mindset: Claiming This As "Our Market"

IA Forward

Play Episode Listen Later Mar 14, 2024 27:12


Shane and Tonya discuss the mental investment of mindset change of our hard market, the email reset, and being comfortable with being uncomfortable.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Claims Shift: Carriers Want Agents Back In The Conversation

IA Forward

Play Episode Listen Later Mar 11, 2024 27:12 Transcription Available


Shane and Tonya discuss changes that carriers are making in how they want agents to handle claims and are bringing agents back into the conversation.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry

IA Forward

Play Episode Listen Later Mar 4, 2024 26:39 Transcription Available


Shane and Tonya discuss changes in roof coverage, having those conversations with your clients, and how it affects our industry long-term.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Taking A Leap of Faith: Our 200th Episode on Leap Day

IA Forward

Play Episode Listen Later Feb 29, 2024 25:52 Transcription Available


Shane and Tonya celebrate their 200th podcast on Leap Day and discuss having faith in yourself when starting your agency, growing your agency, and knowing there is no perfect time. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Rising Above Your Competition

IA Forward

Play Episode Listen Later Feb 26, 2024 25:50 Transcription Available


Shane and Tonya discuss your competitors tactics, and what you should be doing in response. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Client Expectations, Marketing Challenges, and Conversations

IA Forward

Play Episode Listen Later Feb 22, 2024 26:58 Transcription Available


Shane and Tonya discuss expectations of clients (and vice versa), commercials from The Big Game (and our marketing takeaways), and conversations with clients.Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Measuring Success: Choosing Benchmarks and KPIs

IA Forward

Play Episode Listen Later Feb 19, 2024 29:28 Transcription Available


Shane and Tonya discuss how to measure success, keeping it simple, and being selective on business key performance indicators (kpi's) and benchmarks.Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook.

IA Forward
Executive Strategies from Abraham Lincoln

IA Forward

Play Episode Listen Later Feb 12, 2024 27:35 Transcription Available


Abraham Lincoln was an extraordinary leader, and modern-day business backs up his methods. Shane and Tonya discuss how to apply the lessons we learn from Lincoln to our agencies. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.