Podcasts about insurance business

In this week's episode of Insurance Town, I had the privilege of sitting down with my good friend Kelly Smith.Kelly is one of those people who has truly lived the insurance industry from every angle. She grew up in a family agency, spent time at the front desk, worked in personal lines, commercial lines, agency operations, underwriting, carrier sales, and now helps independent agencies grow through her work with FirstChoice.What I loved about this conversation is that Kelly's story is not just about insurance. It is about curiosity, hard work, education, family, leadership, and finding your place in an industry that can open a lot of doors if you are willing to keep learning.We talked about what it was like growing up in an independent agency, hiding under desks, messing with paper files, and learning the business from the inside out. Kelly shared how that agency background gave her a completely different perspective when she moved to the carrier side. She understood the urgency agents feel because she had sat in that seat herself.We also talked about her passion for education. Kelly shared a powerful story about being homeschooled, feeling behind academically when she started college, and how that experience fueled her desire to keep learning. Since then, she has earned multiple designations, completed her CPCU, and recently finished her MBA in insurance. The best insurance professionals don't just master one job. They learn the entire ecosystem. Kelly's career took her from an independent agency to the carrier side and now to helping agencies grow through a network. Each step gave her a new perspective that made her more valuable. Whether it's earning a designation, volunteering with an association, mentoring others, or simply staying curious, investing in your education compounds over time. Your next opportunity often comes from something you're willing to learn today. One of my favorite parts of the episode was our conversation about the next generation. Kelly's daughter recently attended risk management camp at App State, and we talked about how important it is to show young people that this industry is bigger than home and auto insurance. There are opportunities in sales, underwriting, claims, marketing, leadership, technology, agency ownership, and so much more.Kelly also shared what it means to be recognized as one of Insurance Business America's Rising Stars. Her humility really came through in this part of the conversation. She talked about being grateful for the opportunities she has had, but also wanting her story to encourage others, especially women and young professionals, to see what is possible in this business.00:00 Welcome 02:35 Born Into Insurance  06:00 Agency vs. Carrier: Seeing Both Sides  09:10 Can We Attract the Next Generation?  12:20 From Homeschool to MBA  17:45 Why Education Creates Opportunity  23:45 Leadership Through Service  26:00 Becoming an Insurance Rising Star  30:15 Helping Independent Agencies Grow  31:45 The Truth About Insurance Networks  35:45 Connect with Kelly  36:50 Sponsors & ClosingIf you're looking for one of the most innovative events in the insurance industry, check out Insurance Fest, hosted by Insurance Business America. It's not your typical conference. You'll hear from industry leaders, discover what's next in insurance, and connect with people who are helping shape the future of our industry. It's also where today's guest, Kelly Smith, will be recognized as one of Insurance Business America's Rising Stars, an honor that's incredibly well deserved. After hearing her story, I'm sure you'll understand why she's being recognized as one of the industry's emerging leaders.I'll be there as well, speaking on stage and recording a live episode of Insurance Town with Christina Lucas from Google. If you're planning to attend, come find us. Stop by, say hello, celebrate Kelly's accomplishment, and join us for the live podcast recording. I'd love to meet you in person.To learn more or register, visit Insurance Business America's Insurance Fest. I hope to see you there.SponsorsCanopy Connect1Fort AIViva  (00:00) - Welcome (02:35) - Born Into Insurance (06:00) - Agency vs. Carrier: Seeing Both Sides (09:10) - Can We Attract the Next Generation? (12:20) - From Homeschool to MBA (17:45) - Why Education Creates Opportunity (23:45) - Leadership Through Service (26:00) - Becoming an Insurance Rising Star (30:15) - Helping Independent Agencies Grow (31:45) - The Truth About Insurance Networks (35:45) - Connect with Kelly (36:50) - Sponsors & Closing

حلقة جديدة مهمة من البودكاسترز مع رجل الأعمال منير غبور، بنتكلم عن رحلته من الطفولة في حلوان، لأول خطواته في الشغل، لحد ما بقى واحد من أهم الأسماء في عالم البيزنس، التأمين، السياحة، والفنادق في مصر. إزاي مشروع تاكسيات بسيط فتح له أبواب البيزنس؟ وإزاي الصدفة ممكن تتحول لفرصة لو عندك عين تلمحها وشجاعة تتحرك وراها؟ منير غبور بيحكي عن فلسفة الادخار، أول دروس الاستثمار، دخوله مجال التأمين، تأسيس شركات خاصة، وكواليس مشروعات كبيرة زي Mirage City وJW Marriott وSonesta. وفي الحلقة بنتكلم كمان عن السياحة في مصر، أهمية الأمن، الاستثمار في الناس، أزمة التعليم والزيادة السكانية، ومشروع مسار العائلة المقدسة اللي ممكن يكون فرصة ضخمة للسياحة الدينية في مصر. حلقة مليانة حكايات حقيقية عن الشغل، المخاطرة، النجاح، الخوف من الفشل، والانضباط… لكل شخص مهتم بالبيزنس، ريادة الأعمال، السياحة، أو عايز يفهم إزاي الفرص الكبيرة ساعات بتبدأ من تفاصيل بسيطة جدًا. A new important episode of Elpodcasters with businessman Mounir Ghabbour, where we talk about his journey from growing up in Helwan, to his first steps in business, all the way to becoming one of the most influential names in Egypt's business, insurance, tourism, and hospitality industries. How did a simple taxi project open the door to a much bigger business journey? And how can coincidence turn into opportunity when you have the eye to spot it and the courage to act on it? Mounir Ghabbour shares his philosophy on saving, his earliest lessons in investment, his journey into insurance, the founding of private insurance companies, and the stories behind major projects like Mirage City, JW Marriott, and Sonesta. We also discuss tourism in Egypt, the importance of security, investing in people, the challenges of education and overpopulation, and the Holy Family Route project, which could become a major opportunity for religious tourism in Egypt. An episode full of real stories about work, risk, success, fear of failure, and discipline… for anyone interested in business, entrepreneurship, tourism, or understanding how big opportunities can sometimes begin with the smallest details. رابط موقعنا, انضم إلى مجتمعنا: https://www.elpodcasters.com/ our website link, join our community: https://www.elpodcasters.com/ ‎اسمعوا البودكاسترز على | Listen to El-Podcasters on Spotify - https://anchor.fm/elpodcasters Apple - https://podcasts.apple.com/eg/podcast/el-podcasters/id1633419184 Anghami - https://play.anghami.com/podcast/1029463712 El-Podcasters Social Media | منصات التواصل الإجتماعي للبودكاسترز: Instagram - https://www.instagram.com/elpodcasters Tiktok - https://www.tiktok.com/@elpodcasters Facebook- https://www.facebook.com/elpodcasters Linkedin - https://www.linkedin.com/company/elpodcasters/ X - https://www.twitter.com/elpodcasters Snapchat - https://snapchat.com/t/3Zbo2vzS Bassel Alzaro - https://www.instagram.com/basselalzaro https://www.facebook.com/BasselAlzaroX https://snapchat.com/t/CoWlatfk Karim Rihan - https://www.instagram.com/karimrihann Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ready to grow your insurance business? Great! Not sure where to start? Listen for our road map! We outline 6 steps to take when you want to make the jump from agent to agency.   Read the text version   Get Connected:

On this episode of The Broker Link Podcast, Danielle Tworek, Head of Marketing at The Brokerage Inc., sits down with Gary Walker to discuss the strategies, mindset, and relationships that helped him build a successful insurance business. Gary shares his inspiring journey from spending 35 years in ministry to entering the insurance industry nearly a decade ago. After long hours and limited income in ministry, he made the leap into Medicare insurance and quickly found success, achieving nearly 50 enrollments in his very first year. By 2020, Gary dramatically expanded his life insurance business—growing from just 4 policies annually to more than 200. He credits that growth to consistent relationship-building, strategic marketing, mentorship, and a willingness to continually learn and improve. Throughout the conversation, Gary explains how radio advertising, word-of-mouth referrals, and lessons from the book Fanatical Prospecting helped shape his approach to prospecting and business development. Now focused on the future, Gary is preparing his son and mentoring newer agents as he works to continue expanding Walker Wellness and help others succeed in the industry. Read all about Walker Wellness Insurance online by checking out Gary's website, www.walkerwellnessinsurance.com Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

Chris Holman welcomes Ben Rathbun, CEO, Rathbun Insurance, Lansing, MI. Chris Holman interviews Ben Rathbun, CEO of Rathbun Insurance in Lansing, Michigan, a family-owned agency founded in 1956 that has operated across three generations of the Rathbun family. Ben took over the business unexpectedly about three and a half years ago following the sudden death of his father, Paul Rathbun, but was able to hit the ground running thanks to existing contingency planning and the support of his business partner, David Finkbeiner. As Finkbeiner now retires, the agency is welcoming Laura Stoken — who has served as COO for two and a half years — as a full partner, bringing her background in government, public policy, and operations to help grow the business and expand insurance access to underserved communities, including limited English-speaking populations. The agency currently has 15 employees and is investing $750,000 to renovate its downtown Lansing building, with plans to eventually accommodate a staff of 23. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Not sure how to scale your business sustainably? We walk through specific equations agents and agencies can use (and tweak!) depending on how you'd like to grow.   Read the text version   Get Connected:

Ty Robben is not a tech expert, nor is he an AI wizard. In fact he's an underwriter and someone who probably leans more to the 'old fashioned' way of doing things but that does not mean he's not trying make business processes better. We met via social media on X as Ty described his efforts to build practical AI solutions for his needs. He has been journalling his process and we wanted to talk to the man in person and hear how he bucked the trend of outsourcing and decided to build it himself.In this episode:How AI has become a tool for Ty and the processes he wants to improveWhere he has seen AI providers miss the mark entirelyWhat problems insurance entities & people face that AI can help withSome of the challenges that still exist with AI that no one wants to addressHow easy and accessible solving problems with AI tools is and where you can startTy is a soft spoken but incredibly curious insurance professional, and shares his journey from entering the industry to now building process solutions with AI despite not being a 'techie' or part of an IT team. He simply sees a better way and has decided to pursue it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of IB Talk, Insurance Business editor Gia Snape sits down with Howden US' Jared Dubrowski to unpack a growing blind spot in the global push toward sustainability: the hidden risks embedded in green energy technologies. As investment pours into solar, wind and battery storage, these assets are widely seen as environmentally friendly alternatives to carbon-based energy. But Dubrowski challenges that assumption, pointing to a critical issue often overlooked by project owners and insurers alike—the full lifecycle of these technologies. From lithium-ion battery fires to the disposal of aging solar panels, the conversation explores how environmental exposures don't end when energy is generated. Instead, they shift to end-of-life risks, including hazardous materials, landfill liability, and the long-tail impact of improper disposal.

In this client spotlight, Ashley sits down with Kelly Bush, owner of Bush Life Agency, who turned her life insurance agency into a 300-agent powerhouse, all while balancing motherhood and the challenges of building a business from home. In this episode, we break down: ✨ How Kelly went from ICU nurse and stay-at-home mom to building a thriving life insurance agency ✨ Why her business isn't just about sales, it's also a personal development company ✨ How embracing coaching and refining her funnel transformed lead flow and recruitment ✨ The Google ads strategy that became her most profitable platform ✨ Why showing up, being coachable, and putting your name in front of people is the fastest way to grow Connect with Kelly: @theonekellybush Connect with Ashley: Join the Challenge: Win with Paid Ads Challenge Buy the Book: How to Win with Paid Ads Instagram: @ads.with.ashley

In this interview, Doris E. Ford shares how she built a six-figure income in the insurance industry without buying leads.Instead of relying on expensive lead programs, Doris focused on building relationships, networking, and creating referral opportunities that consistently bring in new business.If you're an insurance agent or agency owner looking for new ways to grow your production without spending money on leads, this conversation is full of insights you can apply immediately.

Review, organize, and plan for 2026 with a SWOT analysis! Discover what SWOT is and how it can help you create a plan for your insurance business. Read the text version   Get Connected:

Welcome back to the Life Insurance Academy Podcast—today's episode is pure energy, real-life grit, and practical takeaways for any agent (especially new agents and new moms) who's trying to figure this business out. Roger sits down with Tori Haskell of Bronson Financial Group to unpack her journey from the automobile industry to life insurance—and what it actually took to go from "crying in the car between appointments" to building a thriving telesales business with the right systems, scripts, community, and support. In this episode, you'll hear: How Tori got started in insurance 8 months pregnant (and why she nearly quit early on) The turning point that came when she discovered leads + a real sales process Why transitioning from face-to-face to telesales requires a new skill set (and how to build it) The biggest difference between producing alone vs. winning with a team + culture Why you don't need to be a "big personality closer" to become a top producer What Tori learned at Life Insurance Academy Telesales Bootcamps—and why the room matters If you've been feeling stuck, isolated, or like you're losing your fire—this conversation will help you reset your mindset and get back on the path with a plan. ✅ Want coaching, scripts, and a real process?

The CIO for Insurance Business at OP Pohjola, Finland's leading non-life carrier, shares insights on harnessing GenAI to develop new and differentiated insurance offerings in 2026 and beyond.

In this episode of the Walk 2 Wealth Podcast, host John Mendez interviews Jacinto Evangelista, a successful State Farm Insurance agent and mentor. Jacinto shares his journey from growing up in the Dominican Republic to navigating the challenges of life in the United States. He discusses his definition of wealth, the importance of family, and the lessons learned through his experiences in high school, early fatherhood, and his career. Jacinto emphasizes the value of mentorship, networking, and the need for a supportive community in achieving success. He also reflects on the significance of problem-solving and the importance of asking for help when needed. The conversation concludes with Jacinto's advice for aspiring entrepreneurs and the legacy he hopes to leave for his children.TakeawaysWealth is defined by the time spent with family.Overcoming language barriers can be achieved through determination.Working during high school can provide financial independence.Becoming a father requires taking on new responsibilities.Transitioning from school to work can be challenging but necessary.Networking is crucial for business success.Mentorship can significantly impact one's career path.Problem-solving is essential in entrepreneurship.Surrounding yourself with the right people can influence your success.Asking for help is a strength, not a weakness.

What if the best way to market your business wasn't advertising at all—but giving back? In this episode of Stay Paid, we sit down with Mike Kirtley of Kirtley Insurance and the AC Companies to learn how he built his brand through authenticity, relatability, and giving back. From buying livestock at county fairs, to sponsoring race cars, to creating Chamber of Commerce scholarships, Mike shows how the best marketing often looks like community involvement  

This week on Songwriter Connection, we welcome the powerhouse talent that is Deborah Allen! A multi-talented singer, songwriter, and performer, Deborah made waves on both the country and pop charts with her smash hit “Baby I Lied”, but her influence goes far beyond her own recordings. She's penned hits for a stunning range of artists, including Brooks & Dunn, Conway Twitty, Patty Loveless, Tanya Tucker, John Conlee, and even legends like Diana Ross, Sheena Easton, and Fleetwood Mac.We dive deep into her incredible journey through the music industry, explore the stories behind some of her most iconic songs, and get a behind-the-scenes look at what inspires her writing. Don't miss this fascinating conversation with a true Nashville icon!Support this podcast at — https://redcircle.com/songwriter-connection/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Unlocking Success Through Networking: Lessons from Insurance Business Babes PodcastNetworking Groups: Beyond the StereotypesOn Episode 83 of the Insurance Business Babes podcast, Kathe Kline and Joanna Wyckoff tackled the power — and misconceptions — surrounding networking groups in the insurance industry. While some online conversations dismissed groups like BNI (Business Network International) as ineffective, both Kathe and Joanna shared personal stories that shattered these preconceptions. Kathe credited BNI for jumpstarting her Medicare career, highlighting how meeting diverse professionals led to surprising and lucrative referrals — even from seemingly unrelated fields like makeup sales. Joanna, initially skeptical, later founded her own networking group tailored to serve the senior community after learning there's value in casting a wider net.Changing Perspectives Through ExperienceA recurring theme in their discussion was the importance of keeping an open mind about networking. Joanna noted that experiences and exposure can dramatically alter opinions — what she once dismissed as unhelpful proved valuable after participating and seeing results. For both hosts, BNI's structured approach, which encourages weekly meetings and relationship-building, transformed their understanding of what effective networking looks like. Kathe reflected on how BNI pushed her to think beyond “passing out business cards” and instead nurture authentic connections, which ultimately led to more referrals and deeper trust with partners.The ROI of Giving to GetBoth Kathe and Joanna emphasized the “go-giver” mentality promoted by networking organizations like BNI: success comes by helping others without immediate expectation of return. Kathe learned to focus not just on her own business, but on how she could refer clients to her contacts, making her a valuable part of her network and solidifying long-term relationships. Over time, this approach resulted in ongoing leads from unexpected places.Professional Organizations: Advocacy and OpportunityBeyond local groups, they discussed joining national organizations such as NAHU (now NABIP) and HAFA. Joanna, an executive board member, highlighted how these associations advocate for agents, lobby for industry-wide improvements, and create peer-to-peer support. Even when frustrated with industry setbacks, both hosts agreed that being "in the room where it happens" gives you influence and insider knowledge impossible from the sidelines.Final Takeaway: Diversify Your NetworkingThe episode's clear message: don't limit yourself to networking solely within insurance circles or writing off groups too quickly. Getting involved — whether through BNI, industry associations, or niche local groups — will accelerate your business growth, strengthen your skillset, and broaden your opportunities in ways you might never expect. As Kathe concluded, networking remains one of the best investments you can make in your insurance career.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Feel like you're working past your capacity? It may be time to hire an assistant for your insurance business!   Read the text version   Learn more about Ask Integrity   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Ask Integrity FREE eBook Download – The Complete Guide to Client Loyalty and Retention From Chill Mode to Growth Mode ft. Christian Brindle How Ask Integrity Can Streamline Your Medicare Sales Appointments How to Recruit Insurance Agents to Your Downline Register with Ritter Insurance Marketing The Ritter Platform   Websites for Freelancers: Fiverr LinkedIn Service Marketplace Upwork   References: Basu, Tyler. “How to Hire a Virtual Assistant: Entrepreneur's Guide to Outsourcing.” THINKIFIC, https://www.thinkific.com/blog/hire-a-virtual-assistant-outsourcing-guide/. Accessed 25 June 2025. “When Do You and Your Business Need an Executive Assistant?” Indeed.Com, https://www.indeed.com/hire/c/info/when-do-you-and-your-business-need-an-executive-assistant. Accessed 25 June 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

In this Episode of Insurance Town, The Mayor Himself sits down and shares his experiences from IB FutureFest 2025, He shares his exhilarating experience at Future Fest, an innovative insurance festival held on the Santa Monica Pier. Discover the unique atmosphere, engaging activities, and insightful sessions that set this event apart from traditional conferences.Festival Vibes: Future Fest's outdoor setting on the Santa Monica Pier created a vibrant, festival-like atmosphere with activities like yoga, putt-putt, and live music. Attendees enjoyed a unique blend of professional development and leisure. Engaging Sessions: The event featured diverse sessions on AI, cybersecurity, and leadership, with industry experts like Christopher Franklin sharing their insights. The sessions catered to both agencies and carriers, offering valuable content for all attendees. Networking Opportunities: Future Fest fostered meaningful connections, allowing attendees to engage in deep conversations and build lasting relationships. The atmosphere encouraged networking in a relaxed and enjoyable setting. Sponsors & Support: A special thanks to sponsors Smart Choice, Canopy Connect, and Old School Marketing for their continued support, enabling such enriching experiences.Key Quotes:"If you do what you love, you never have to work another day in your life." "Future Fest was like adult summer camp, with new friendships and meaningful conversations." "The atmosphere was phenomenal, the backdrop was phenomenal, the speakers were phenomenal."Shout Out: A big thank you to Insurance Business and Key Media for organizing such a groundbreaking event. Their dedication to creating a unique and engaging experience truly set Future Fest apartCall to Action: Don't miss out on next year's Future Fest! Visit insurance.myfuturefest.com to join the waitlist for 2026.Sponsors:Smart ChoiceOlde School marketingCanopy Connect 

Are you just starting out in the insurance industry and aren't sure what path is right for you? In this episode we break down the pros and cons of becoming a captive or independent agent.   Work with Ritter Insurance Marketing   Resources: 3 Advantages of Being an Independent Insurance Agent 10 Essential Tools for Beginner Insurance Agents AHIP Test Tips and Tricks for Medicare Certification FAQs About AHIP FAQs About NABIP Medicare Certification FREE eBook Download - The Guide to Earning a Living Selling Health Insurance FREE eBook Download – How Insurance FMOs Work LeadCENTER Learn More About PlanEnroll Licensing Requirements for Becoming a Health Insurance Agent MedicareCENTER   References: Kagan, Julia. “Captive Agent: What It Is, How It Works, Pros and Cons.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/captive-agent.asp. Accessed 19 June 2025. Rosanes, Mark. “How Do Insurance Agents Make Money?” Insurance Business America, Insurance Business, 13 July 2023, https://www.insurancebusinessmag.com/us/guides/how-do-insurance-agents-make-money-452548.aspx Tuovila, Alicia. “Independent Agent: What It Is and What They Do.” Investopedia, Investopedia, https://www.investopedia.com/terms/i/independent-agent.asp. Accessed 19 June 2025.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

In this episode of The Wealthy Practitioner Podcast, Steph interviews Draye Redfern, founder of Redfern Media and Fractional CMO for 8 Figure brands. From growing his family's insurance agency to $40 million in annual sales before selling to Berkshire Hathaway, Draye shares how he built multiple successful ventures while maintaining non-negotiable family priorities as a husband and father. Draye breaks down his ANCHOR framework and reveals the five KPIs every business owner must track to scale profitably, while delivering powerful insights on creating "forcing functions" that make you wildly more productive, the art of saying no to opportunities that don't align with your values, and how bringing your kids into your entrepreneurial journey creates generational impact. Be sure to listen if you're looking to improve your marketing systems, understand what critical marketing mistakes you may be making, and want to start building a business that serves you and your family. 00:00 Introduction to Draye Redfern 00:38 Marketing His Family's Insurance Business 03:13 What is a Fractional CMO and Why Your Business Needs One 07:00 The 5 Critical KPIs Every Business Owner Must Track 09:56 Marketing Mistakes That Are Costing You Money 14:28 Finding Harmony in Entrepreneurship and Family Life 19:06 AI, Acquisitions, and What's Next for 2025 21:09 Conclusion and How to Connect with Draye Stay in touch with what's happening inside The Wealthy Practitioner & join our Facebook group here: https://www.facebook.com/groups/434424630787977/. If you'd like to stay connected with Draye Redfern, visit his website at https://drayeredfern.com/. Plus, follow him on social @drayeredfern. Instagram: https://www.instagram.com/drayeredfern/ Facebook: https://www.facebook.com/DrayeRedfern/

In this episode, we discuss:Kash's entrepreneurial journey from cutting lawns to building an $11M insurance agencyHow Transcendental Meditation and spiritual practices shaped his business successThe difference between intellect and intelligence in decision-makingWhy emotional and energetic alignment are crucial for scalingHow Kash defines success beyond just moneyBuilding systems to “fade out” of the daily grind and elevate leadershipThe power of customer experience and spiritual alignment in client attractionRisk-taking from an intuitive, whole-brain approachKash's philosophy: “Water the root, enjoy the fruit.” Connect with Kash Fadaie:

Welcome to Adversity Kings, the podcast hosted by Tristan Dlabik — a highly successful CEO in the life insurance industry. Each episode dives deep into real-world strategies, insider tips, and proven techniques to help you make money fast and build a thriving business in life insurance. Tristan shares his journey, lessons learned from overcoming adversity, and actionable advice to help both newcomers and seasoned agents level up their income and mindset. Whether you're looking to break into the industry or scale your existing agency, Adversity Kings delivers the motivation and game plan you need to win.

Ever thought about incorporating your insurance business? Not sure if it's the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they're structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their knowledge and weigh the pros and cons of each business structure option.   Find Frank Lavery Online: LinkedIn: https://www.linkedin.com/in/frank-lavery-a05a57255/ McNees: https://www.mcneeslaw.com/people/frank-lavery/   Find Justin Abodalo Online: LinkedIn: https://www.linkedin.com/in/justin-abodalo-463b3547/ McNees: https://www.mcneeslaw.com/people/justin-abodalo/   References: Finnerty, Timothy, et al. “Closing Call for the Corporate Transparency Act: Fincen Removes Reporting Requirements for Domestic Business Entities.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 27 Mar. 2025, www.mcneeslaw.com/closing-call-corporate-transparency-act-fincen/. Abodalo, Justin. “New Digital World, New Category of Form 1099.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 2 Oct. 2024, www.mcneeslaw.com/new-digital-world-form-1099/. “Tax and Corporate Law Publications.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 30 Apr. 2025, www.mcneeslaw.com/practice/corporate-tax/.   Resources: Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025 Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025 Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025 Register with Ritter Insurance Marketing   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Thinking about becoming an insurance agent? In this episode, we weigh the pros and cons of selling insurance, so you'll have the information you need before you make that big decision!   Read the text version   Get Started by Registering with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/   Learn More with These Resources: 2025 Maximum Broker Commissions for Medicare Advantage & Medicare Part D Update: https://lnk.to/dFX1s1 2025 State of the Senior Market Address: In Review: https://ritterim.com/blog/2025-state-of-the-senior-market-address-in-review/ 5 Perks of Being a Part-Time Insurance Agent: https://lnk.to/YGJ3KX Agent Survival Guide Podcast: https://lnk.to/asgpodcast Building Client Loyalty: More than Just a Plan: https://ritterim.com/blog/building-client-loyalty-more-than-just-a-plan/  Contact the Ritter Sales Team: https://ritterim.com/contact/ Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://ritterim.com/blog/four-reasons-why-ritter-should-be-your-fmo-insurance-agency/ Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent: https://lnk.to/3pKJsF   How Insurance FMOs Work: https://ritterim.com/how-insurance-fmos-work/?utm_source=asg_podcast_link How Much Can Agents Make Selling Under-65 Insurance? https://lnk.to/TlGBGH How Much Can Insurance Agents Make Selling Medicare? https://ritterim.com/blog/how-much-can-insurance-agents-make-selling-medicare/ How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/  REWIND: 8 Relationship Marketing Strategies for Insurance Agents: https://lnk.to/9b3cTl Ritter Insurance Marketing eBooks & Guides: https://ritterim.com/guides/ Ritter Insurance Marketing Events: https://ritterim.com/events/ The Advantages of Being a Field vs. Call Center Insurance Agent: https://ritterim.com/blog/the-advantages-of-being-a-field-vs-call-center-insurance-agent/  The Guide to Earning a Living Selling Health Insurance: https://ritterim.com/earning-a-living-selling-insurance/?utm_source=asg_podcast_link Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/?utm_source=asg_podcast_link   References: Cubanski, Juleette. “A Current Snapshot of the Medicare Part D Prescription Drug Benefit.” KFF.Org, KFF, 9 Oct. 2024, www.kff.org/medicare/issue-brief/a-current-snapshot-of-the-medicare-part-d-prescription-drug-benefit/. “Marketplace 2025 Open Enrollment Period Report: National Snapshot.” CMS.Gov, Centers for Medicare & Medicaid Services, 17 Jan. 2025, www.cms.gov/newsroom/fact-sheets/marketplace-2025-open-enrollment-period-report-national-snapshot-2. Rosanes, Mark. “Want to Build a Career Selling Insurance? Here Are the Pros and Cons.” Insurance Business America, Insurance Business, 22 Jan. 2024, www.insurancebusinessmag.com/us/guides/want-to-build-a-career-selling-insurance-here-are-the-pros-and-cons-473774.aspx.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

In this episode of The Yegi Project, host Yegi interviews Christian Brindle, CEO of Everything Senior Insurance. Christian shares his journey of becoming a successful entrepreneur in the insurance industry. He discusses the importance of specialization, the challenges of scaling a business, and the significance of mentorship. Christian also delves into the complexities of partnerships and mergers, emphasizing the need for shared values and clear goals. He concludes with insights on achieving success and fulfillment in both personal and professional life.Connect with Christian Brindle!Website: https://eseniorinsurance.com/Instagram: https://www.instagram.com/christianbrindle/YouTube: https://www.youtube.com/@ChristianBrindle Takeaways• Christian's journey began with a lack of direction in school.• He learned the insurance business from his father.• Specialization in insurance can lead to greater success.• Mentoring other agents is a key part of his business model.• Partnerships can accelerate business growth if done right.• Clear communication and legal agreements are essential in partnerships.• Success is about thriving in all areas of life, not just business.• Continuous innovation is crucial for long-term success.• Having a clear end goal is important for business partners.• You can achieve a fulfilling life by being resourceful and intentional.If you would like to be a guest on a future episode of The Yegi Project, please email info@yegiproject.comThe Yegi Project is available on Apple Podcasts, Spotify, Stitcher and more!https://linktr.ee/theyegiprojectDisclaimer: This podcast or any other The Yegi Project episodes on this platform or other podcast streaming platforms is not legal business or tax advice. I make this content based on my own experience as a business owner and MBA for educational and entertainment purposes only.

"If you're an employer, if someone comes up and knocks on your door, take a second, breathe, and listen to what they have to say." - Christopher CordonChristopher Cordon joined me this week to talk about something that may initially seem contradictory to what I typically preach: level-funding. Chris shares why worksite benefits sales for employers with under 50 employees led him to level-funding as a solution, and why he's so passionate about serving that under-served market.  Chris has a background as an actor, and we also discussed how that has helped him in sales and in the entrepreneurial world, as well as in his recent LinkedIn content. Chris is a passionate guy who genuinely wants to make insurance affordable and easy for small employers, and I hope you'll tune in to hear just how he does that. Chapters:00:00:00 Health Insurance Benefits With Less Than 50 Employees | with Christopher Cordon00:08:37 Chris's Career Path00:23:56 Learning How To Navigate Sales00:33:45 Why Large Employers Are Almost All Self-Funded00:44:33 The Efficiency and Cost-Effectiveness of Direct Primary Care00:48:21 Why Chris Has Embraced Level-Funding00:52:59 Simplifying Self-Insurance01:01:51 How Do We Make Healthcare Sustainable?01:10:27 AI's Impact on Healthcare CostsKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Direct Primary Care, DPC, Level Funded, Level Funding, Employer Solutions, Healthcare Consulting,  Insurance Business, AI in Healthcare, entrepreneurship, christopher cordon, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#DirectPrimaryCare #DPC #LevelFunded #LevelFunding #EmployerSolutions  #HealthcareConsulting  #InsuranceBusiness #AIinHealthcare #entrepreneurship #christophercordon #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

"If you're an employer, if someone comes up and knocks on your door, take a second, breathe, and listen to what they have to say." - Christopher CordonChristopher Cordon joined me this week to talk about something that may initially seem contradictory to what I typically preach: level-funding. Chris shares why worksite benefits sales for employers with under 50 employees led him to level-funding as a solution, and why he's so passionate about serving that under-served market.  Chris has a background as an actor, and we also discussed how that has helped him in sales and in the entrepreneurial world, as well as in his recent LinkedIn content. Chris is a passionate guy who genuinely wants to make insurance affordable and easy for small employers, and I hope you'll tune in to hear just how he does that. Chapters:00:00:00 Health Insurance Benefits With Less Than 50 Employees | with Christopher Cordon00:08:37 Chris's Career Path00:23:56 Learning How To Navigate Sales00:33:45 Why Large Employers Are Almost All Self-Funded00:44:33 The Efficiency and Cost-Effectiveness of Direct Primary Care00:48:21 Why Chris Has Embraced Level-Funding00:52:59 Simplifying Self-Insurance01:01:51 How Do We Make Healthcare Sustainable?01:10:27 AI's Impact on Healthcare CostsKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Direct Primary Care, DPC, Level Funded, Level Funding, Employer Solutions, Healthcare Consulting,  Insurance Business, AI in Healthcare, entrepreneurship, christopher cordon, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#DirectPrimaryCare #DPC #LevelFunded #LevelFunding #EmployerSolutions  #HealthcareConsulting  #InsuranceBusiness #AIinHealthcare #entrepreneurship #christophercordon #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

In this episode of Hub & Spoken, host Jason Foster welcomes Sam White, the multi-award-winning Founder of Freedom Services Group and Global Founder of Stella Insurance Australia.  Sam shares her journey of building Stella Insurance, the challenges and opportunities of creating a digital-first insurance company, the importance of customer experience, and how Stella Insurance is reimagining financial services from a female perspective. Sam also discusses the impact of regulatory changes, the role of AI in the insurance industry, and the significance of diversity in business. This is a real gem of an episode, especially for entrepreneurs and business leaders interested in digital transformation, insurance innovations, and diversity in leadership.  Follow Sam: linkedin.com/in/samwhiteentrepreneur/ Follow Jason: linkedin.com/in/jasonbfoster/ ***********    Cynozure is a leading data, analytics and AI company that helps organisations to reach their data potential. It works with clients on data and AI strategy, data management, data architecture and engineering, analytics and AI, data culture and literacy, and data leadership. The company was named one of The Sunday Times' fastest-growing private companies in both 2022 and 2023 and recognised as The Best Place to Work in Data by DataIQ in 2023 and 2024. Cynozure is a certified B Corporation. 

In this episode of the Insurance Business Babes Podcast, hosts Joanna Wyckoff and Kathe Kline discuss the challenges and strategies for insurance agents in focusing on profitable endeavors, rather than getting distracted by less beneficial tasks. They share their experiences with selling travel and dental insurance without needing multiple state licenses or excessive contracts. Emphasizing the importance of focusing on core business areas and efficient operations, they advocate for concentrating on local markets or specific products and avoiding the pitfalls of spreading oneself too thin. They also highlight the benefits of strategic partnerships and leveraging technology to streamline processes and improve client management. Ultimately, they encourage agents to hone their focus to achieve greater success and efficiency in their insurance business.This episode is sponsored by CertifiedMedicareAgents.com

Join us as we welcome the extraordinary Shawn Meaike, a powerhouse in the insurance world who defied the odds to build a billion-dollar empire from the ground up. Shawn's story is a testament to resilience and ambition, molded by a childhood filled with challenges and the unwavering support of his single mother. From working with abused and neglected children to making strategic moves in real estate, Shawn shares how these pivotal experiences shaped his vision and fueled his drive for success.   Our conversation takes a deep dive into the transformation of adversity into opportunity. Shawn opens up about the personal struggles and triumphs that informed his approach to business and life. We explore the pivotal role sports played as both a refuge and a developmental tool, and how his family's history in real estate influenced his career path. Shawn's journey is a rich tapestry of overcoming obstacles and seizing moments to carve out a prosperous and meaningful life.   As the episode unfolds, Shawn imparts valuable insights on leveraging technology and social media to propel business growth, build personal brands, and create a culture of leadership. We tackle the intricacies of real estate management, the ethics of property management practices, and the art of scaling a successful insurance agency. Through engaging anecdotes and thought-provoking discussions, Shawn offers lessons on judging character, nurturing resilience, and mastering the art of communication, providing listeners with inspiration and practical takeaways for their own journeys.   CHAPTERS    (00:00) - Rags to Riches (05:14) - Overcoming Obstacles and Achieving Success (13:27) - Transforming Addictions Into Service (17:29) - Navigating Real Estate Development and Challenges (24:44) - Property Management and Insurance Business (30:31) - Building a Successful Insurance Agency (38:27) - Scaling Business Through Social Media Influence (42:26) - Building Remote Work Culture Without Offices (52:21) - Judging Character and Building Resilience (01:00:07) - Success Through Communication and Adaptation (01:05:26) - Engaging Audience for Escaping the Drift  

Welcome to another episode of Entrepreneur Rescue Mission! Looking to expand your health insurance business and build a strong presence on LinkedIn? In this episode, we cover actionable LinkedIn content strategies to help you establish trust, attract more clients, and position yourself as the go-to expert in the insurance field. Whether you're just starting out or looking to optimize your current approach, these practical tips will transform your LinkedIn profile into a powerful client-attracting tool. If you enjoyed today's episode, do not forget to subscribe and leave us a review! Need help with content? Learn more here: Stand Out as an Industry Expert with Streamlined Content Creation from BYOB

Today's Guest Kelly is the co-founder of Steadfast Insurance, along with her husband, Adam. They're an independent insurance agency in Westerville, OH. Kelly is a Certified Long-Term Care (LTC) Insurance Specialist working nationwide to help clients and financial advisors plan ahead for LTC. Her goal is to reduce the physical, emotional, and financial consequences that come from a loved one needing long-term care. She does this by having “planning for care conversations” and then funding that plan with LTC insurance. Kelly is passionate about planning for care because life is unexpected; she knows this from personal experience.  There have been multiple instances in her family where loved ones needed care and there was no plan and no insurance ... it was devastating! She LOVES helping families and businesses put meaningful protection in place to protect the people and possessions most important to them. Kelly was recently named a HOT 100 insurance professional by Insurance Business. She's an instructor for the CLTC program teaching advisors how to talk to their clients about LTC. She's on the board of the Central Ohio Elder Care Planning Council, founded the Senior Resource Group, and is on Westerville's Chamber for Women in Business committee. Kelly and Adam have two active children, ages 11 and 9, and a big doodle named Eddie. They enjoy playing tennis, renovating their historic home, participating in church and community activities, and enjoying the outdoors. Connect with Kelly https://www.steadfastagents.com/ https://steadfastcareplanning.buzzsprout.com/ About Dr. Raj Dr Raj is a quadruple board certified physician and associate professor at the University of Southern California. He was a co-host on the TNT series Chasing the Cure with Ann Curry, a regular on the TV Show The Doctors for the past 7 seasons and has a weekly medical segment on ABC news Los Angeles. More from Dr. Raj www.BeyondThePearls.net The Dr. Raj Podcast Dr. Raj on Twitter Dr. Raj on Instagram Want more board review content? USMLE Step 1 Ad-Free Bundle Crush Step 1 Step 2 Secrets Beyond the Pearls The Dr. Raj Podcast Beyond the Pearls Premium USMLE Step 3 Review MedPrepTGo Step 1 Questions Learn more about your ad choices. Visit megaphone.fm/adchoices

I recently attended a business-building workshop and wanted to share with you some amazing insights I learned. This week on Bullpen Sessions, I'll share how you can take your business to the next level operationally; learn when to delegate, how to structure your calendar, and the “never arrive” mindset. ▶▶ Download our free training: https://www.completegameu.com/landing-page-1

Evil In the Insurance Business. www.watchdogonwallstreet.com

Mastering Insurance Agency Profits: How Agency CFO Can Help You Win!

Have you considered using AI in your business?  What is the best way to use it?  It can be very effective if used properly. In this episode of The Broker Link, we talk with Bob Whitis from BrightFire.  BrightFire provides a suite of tools for digital marketing solutions.  So how can you use AI in your insurance business?  One way is for brand awareness and messaging.  Another way to use it is for content, code, answers to questions, and so much more. Some AI solutions include ChatGPT, Gemini by Google, and Microsoft Co-Pilot are among the top tools. Bob will also talk about some of the misconceptions people have about using AI.   Go to www.brightfire.com/thebrokerageinc to find out how BrightFire can help you.  

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show  Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

July 30, 2024 - Without generous federal subsidies, flood insurance can be cost prohibitive for New Yorkers, so the state legislature wants to explore the cost of this coverage and how the state government could support an expanded flood insurance market. We discuss the possible future of flood insurance with Brad Lachut, director of government affairs for the Professional Insurance Agents of New York.

If you've been in this industry for more than five minutes, you'll know that it's not a smooth, easy road. Maybe you find yourself there. Maybe you came on and drifted a little. Or maybe you still haven't quite gotten the traction you wanted. This podcast is for you. Seven powerful, honest, self-reflecting questions you can ask yourself to perform what we affectionately call a "checkup from the neck up." The roller coaster is real, my friends. Stay sharp! YouTube version: https://youtu.be/ull7jMuIbuk If you like this, you may enjoy ⁠⁠⁠⁠my book⁠⁠⁠⁠. To protect your family, ⁠⁠⁠⁠contact us⁠⁠⁠⁠. To change your life, ⁠⁠⁠⁠join our team⁠⁠⁠⁠.

This week on MissionCTRL, Sean Rabinowitz, President of Procyon Partners, joins Ramon and the PD Flight Crew in the studio to share his servant leadership journey. Rabinowitz is no stranger to being on air; he started his first broadcasting adventure with "In a Pinch Call Pete Finch." However, broadcasting was not in the cards for Sean.  Rabinowitz grew up in Trumbull, CT, and holds a Bachelor of Business Administration in Health/Health Care Administration/Management and Insurance. He is passionate about helping organizations attract and retain top talent through benefits products and services. He also specializes in property and casualty insurance and was named a Top Producer by Insurance Business of America. Sean is an active community volunteer who enjoys paying it forward through various organizations. He is a past Chairman of the Board of Directors President for the McGivney Community Center and is a board member for The Jimmy McGrath Foundation. Additionally, he is a Special Olympics Head Coach and serves on the State of Connecticut Special Olympics board and the Fighting Angels Association Board.  When you live a life in service to others, how do you lead when faced with a personal family crisis that challenges your faith? Rabinowitz opens up about a crisis that galvanized his family, faith, and reinvigorated his commitment to serving.  Before diving into Sean's story, Ramon and the PD Flight Crew share critical email marketing strategies. . . . Find Mission CTRL on Anchor, Apple Podcast, Spotify, and our website. Mission CTRL aims to ignite the innovative spirit inside us all through providing budding and successful entrepreneurs and community leaders with a platform to share their stories and inspire others. Tune in every Wednesday and catch up with the team at Peralta Design as we unleash the origin stories behind some exceptional leaders, share marketing/branding insights, and navigate the ever-changing currents of pop culture. Subscribe for weekly branding and entrepreneurial content here!  To learn more about Peralta Design's work visit peraltadesign.com. #welaunchbrands #digitalagency #mbeagency #mbe #digital #branding #marketing #web #startups #creative #BrandU #w2 #fulltime #leadership #contentcreator #contentstrategy #marketingstrategy #entrepreneurs #business #launchyourbrand

Welcome back to another episode of Life Insurance Academy! Today, Zach and Chris dive into the importance of having a coach in your life. With the NBA and NHL playoffs in full swing, it's a perfect time to talk about how coaching can elevate your game, both on and off the field.   We'll discuss the invaluable role of coaches in providing direction, making adjustments, and pushing us beyond our perceived limits. Whether it's in sports or in the insurance industry, a good coach can be the difference between success and failure.   We'll share insights from our experiences, including the recent telesales boot camps and live coaching calls, where simple tweaks and mindset shifts have led to significant breakthroughs for our agents. Hear real-life stories of how our coaching has helped agents like you overcome challenges and achieve remarkable results.   If you're not yet part of our coaching program, now is the time to join! Visit LifeInsuranceAcademy.org to learn more about our weekly training sessions, courses, and live Q&A coaching calls.   Remember, nobody is self-made. Even the greatest athletes have coaches. So, are you actively seeking a coach, or are you trying to go it alone? Tune in, take action, and let's achieve greatness together.   Don't forget to subscribe, comment, and share your success stories with us. We thrive on your wins and love to celebrate your achievements.   Join us every Thursday at 10:30 AM EST for our live coaching calls, and let's make a difference together!   #LifeInsuranceAcademy #InsuranceSales #Coaching #Success #Mindset #SalesTraining #InsuranceAgents #LifeInsurance #NBA #NHL #Podcast #SelfImprovement #Motivation #SuccessStories #LiveCoaching  

Get the Midterm Rental Insurance Blueprint: ⁠⁠https://experimentrealestate.com/#blueprint⁠ In this eye-opening episode of “The Real Estate Experiment,” we explore the immense potential of operating Mid-Term Rentals Insurance businesses remotely, even out of state or country borders. With the promise of less turnover, reduced headaches compared to traditional Airbnb hosting, and the potential for increased profits, this opportunity presents itself as a game-changer in the real estate industry. Hosts and investors alike are urged not to overlook the significant advantages this strategy offers. Listeners are encouraged to consider integrating this remote operating model into their existing portfolio, unlocking a new level of freedom and flexibility in their lives. With the ability to manage properties from afar and minimize the day-to-day management challenges associated with short-term rentals, this approach represents a compelling avenue for entrepreneurs seeking to expand their reach and maximize returns. Don't miss out on this chance to revolutionize your real estate business and achieve greater success on your own terms. Tune in to discover how you can leverage the power of remote Mid-Term Rental Insurance operations for unparalleled growth and profitability. #MTR #remote #operations

https://blog.thesaleswhisperer.com/p/p/angela-duncan-empower-your-money In this conversation, Wes and Angela Duncan discuss various topics related to real estate investing and entrepreneurship.  Angela shares her experience in the real estate industry, including owning a successful Remax office and selling over $2 billion in real estate.  She also talks about her transition from real estate to starting an insurance company and eventually pivoting back to real estate investing.  Angela provides insights into the current real estate market and emphasizes the importance of understanding different investment strategies, such as tax lien investing.  Additionally, she discusses the benefits of becoming a bestselling author and offers advice for individuals looking to grow their businesses or make a career change.  In this conversation, Wes and Angela discuss various ways to gain knowledge and mentorship without spending money. They also talk about the value of charging for your unique perspective and approach, even if information is available for free.  Angela shares her plans to reach a broader audience through speaking engagements and podcasts, and offers tips for speaking for organizations with limited budgets. They also discuss the importance of educating people about alternative investment opportunities, such as real estate and tax lien investing. Angela emphasizes the need for simplicity and action when it comes to managing money. Takeaways Real estate is always a good investment, but it's crucial to do thorough research and understand the market before jumping in. When transitioning to a new career or starting a new business, it's important to take time to heal and find your identity. Identify your strengths and weaknesses and focus on what you're good at. Don't be afraid to hire others to handle tasks that are not your strengths. Tax lien investing can be a lucrative investment strategy, but it requires knowledge of the process and understanding the rules in different states. Invest in your own education by seeking out mentors, absorbing educational content, and investing time in learning and growing your skills. Consider bartering or trading services with mentors or experts in your field if you can't afford to hire them. Having a book can provide credibility and open doors for speaking engagements and other opportunities. Prioritize self-education over excessive consumption of non-educational content like TV shows and movies. There are various ways to gain knowledge and mentorship without spending money, such as bartering and accessing free online resources. Charging for your unique perspective and approach is justified, even if information is available for free. Speaking engagements and podcasts can be effective ways to reach a broader audience and establish credibility. When speaking for organizations with limited budgets, consider alternative forms of compensation, such as books or access to a database. Educating people about alternative investment opportunities, such as real estate and tax lien investing, can help them achieve higher returns. Simplicity and action are key when it comes to managing money. Chapters 00:00 Introduction and Background 02:16 Transition to Miami and New Ventures 03:26 Pivoting and Finding a New Identity 04:15 Knowing Your Strengths and Hiring Out 06:21 Transitioning Out of the Insurance Business 08:15 Investing in Real Estate 09:46 Exploring Tax Lien Investing 11:09 Teaching and Consulting in Real Estate 12:16 Writing a Book and Hosting a Podcast 13:23 The Benefits of Becoming an Amazon Bestseller 16:15 Hiring Coaches and Investing in Education 19:27 The Value of Unique Perspectives and Approaches 20:19 The Abundance of Free Information Online 21:20 Speaking as a Platform for Teaching and Reaching a Wide Audience 22:57 Creative Ways to Benefit from Speaking Engagements 24:36 The Benefits and Opportunities of Speaking Engagements 27:51 Writing a Second Book and Gathering Ideas 30:41 Common Mistakes People Make with Money 31:49 Investing in Real Estate and Tax Liens 33:04 The Pitfalls of 401(k)s and the Importance of Education 36:16 Using Social Media to Educate and Connect with People 40:00 Dealing with Audio Issues and Continuous Learning Market like you mean it. Now go sell something. SUBSCRIBE to sell more, faster, at higher margins, with less stress, and more fun! https://www.youtube.com/@TheSalesWhispererWes ----- Connect with me: Twitter -- https://twitter.com/saleswhisperer TikTok -- https://www.tiktok.com/@thesaleswhisperer Instagram -- http://instagram.com/saleswhisperer LinkedIn -- http://www.linkedin.com/in/thesaleswhisperer/ Facebook -- https://www.facebook.com/wes.sandiegocrm Facebook Page -- https://www.facebook.com/thesaleswhisperer Vimeo -- https://vimeo.com/thesaleswhisperer Podcast -- https://feeds.libsyn.com/44487/rss Sales Book -- https://www.thesaleswhisperer.com/c/way-book BUSINESS GROWTH TOOLS https://12WeeksToPeak.com https://CopyByWes.com https://CRMQuiz.com https://TheBestSalesSecrets.com https://MakeEverySale.com https://www.TheSalesWhisperer.com/

Rusty Reid was named president and CEO of Higginbotham in 1989 at the age of 27. At that time, he implemented the firm's defining “single source” service model whereby customers can obtain all their insurance and financial services under one roof. He also had the foresight to establish Higginbotham's employee ownership structure, aligning all employees' interests in the success of the firm. Under Rusty's leadership, Higginbotham has grown to become the nation's 21st-largest independent insurance brokerage firm and Texas's largest—one with full property/casualty, financial, and HR service capabilities through offices coast to coast. We discuss: How to recruit well and build a culture Successfully integrating acquired companies Philosophy of generosity We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links Higginbotham Topics (00:00:00) - Intro (00:01:56) - Infectious energy (00:04:38) - Rusty's early life and career (00:22:34) - Company growth strategies (00:31:30) - How to recruit well (00:37:35) - Building culture (00:42:15) - Rusty on ‘buying themselves' (00:56:18) - Going on offense and acquiring companies (01:01:27) - The value in staying busy (01:05:52) - How to value an insurance business (01:11:16) - How do you integrate an acquisition? (01:17:10) - StonePoint partnership (01:20:45) - Thoughts on AI (01:26:51) - Philosophy on generosity Support our Sponsors Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Want to know how to lead your team like a pro and adapt to today's market? We sat down with insurance rockstar Josh Gurley, president of HM Advisors, to chat all things commercial insurance sales. Josh shared some seriously valuable nuggets about focusing on relationships over transactions and using technology to enhance your customer experience. We also break down what should and shouldn't be automated and delegated. If you want to take your agency to the next level and make sure your book of business is secure for years to come, this is a must-listen! HIGHLIGHTS02:15 The importance of underwriters in the insurance industry and where the term originated from.06:15 Insurance sales strategies to adapt to today's market.12:30 The biggest mistake people make in the insurance industry.16:00 Insurance sales strategies and prioritizing relationships. 18:00 How to set yourself apart and protect your job in this new world of AI.22:00 Stop struggling - here is the solution to meet your insurance sales goals.29:30 Insurance claims and customer service. 35:15 The personalized customer service and connection that will take your business to the next level.42:45 How do you keep harmony in your life and prioritize loved ones?RESOURCES + LINKSZero to 6 Figure Course https://www.weaversa.com/Zeroto6 Build your insurance business with our proven system - Weavers Sales AcademyOrder my book - Game Changer: Taking Your Insurance Agency To The Next by Michael WeaverText BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industryFOLLOWFollow Josh: https://www.linkedin.com/in/joshgurleyMichael + Courtney: @mandcweaverMichael Weaver: @_michealweaverCourtney Weaver: @courneyvieYouTube: Michael and Courtney Weaver