Podcasts about rough notes

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mike Hotchkiss, CEO of Hotchkiss Insurance Agency, the agency featured on the March 2025 front cover of Rough Notes Magazine.  Key Topics: The honor of being featured on Rough Notes and its significance. Hotchkiss Insurance's 50-year journey and industry evolution. The impact of mentorship on leadership and growth. Building a strong company culture through people and purpose. Hotchkiss Helps: Giving back to the community in a big way. Mike shares his approach to leadership and work-life balance. Reach out to: Mike Hotchkiss Jason Cass Visit Website: Hotchkiss Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Darren Vermost, President of Vermost Insurance Agency, the agency featured on the February 2025 front cover of Rough Notes Magazine.  Key Topics: Darren reflects on the honor of being featured on Rough Notes. Integrity, relationships, and team loyalty drive the agency's success. Darren's leadership style fosters a dedicated, long-tenured team. The value of imitation and disciplined implementation. Balancing innovation with client-focused service. Using AI to enhance productivity and free time for clients. Reach out to: Darren Vermost Jason Cass Visit Website: Vermost Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Clay Snellings, Principal at Snellings Walters Insurance Agency, the February 2023 front cover agency and the 2023 Rough Notes Magazine Agency of the Year. Key Topics: Clay reflects on the honor of being featured on Rough Notes and winning the 2023 Agency of the Year. The transformation of Snellings Walters from family-run to employee-owned. Decisions to expand ownership and talent for growth. Insights into perpetuation planning and shareholder agreements. The role of EOS in driving agency success since 2013. Focusing on priorities to overcome the “tyranny of the urgent.” Clay highlights consistency and teamwork as keys to success. Reach out to: Clay Snellings Jason Cass Visit Website: Snellings Walters Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff Wingate, Executive Vice President & Head of Insurance at Rate Insurance, the agency featured on the December 2024 front cover of Rough Notes Magazine.  Key Topics: Jeff shares the impact of being featured on the Rough Notes cover. A fintech-driven approach using Salesforce for efficiency. Diversifying revenue through partnerships with loan officers and inspection companies. Using AI and data to enhance agent recommendations and client experiences. Targeting small commercial lines for growth in underserved areas. Strategic tech investments to handle rate challenges in key markets. Highlighting data's future value as a key revenue source for agencies. Reach out to: Jeff Wingate Jason Cass Visit Website: Rate Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

Welcome listeners to another heartwarming episode, I'm excited to continue highlighting the Top 3% high-achieving agents from our UPP circle, who have also graced the cover of Rough Notes magazine. Today, we have a truly inspiring story to share with you featuring Susan Shaw, the dynamic force behind Shaw Insurance Agency. Susan, along with her […]

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine.  Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency's focus on personal lines sets it apart. Cyrus discusses his transition from State Farm to running an independent agency during COVID-19. Jaffery Insurance has grown to 27 employees, 100 contractors, and $10 million in revenue through organic growth. The importance of hiring key people to manage operations and support growth. Cyrus shares his journey as an immigrant from Afghanistan and how it shapes his leadership. Cyrus discusses the future of insurance, highlighting the need for tech adoption and balancing growth with retention. Reach out to: Cyrus Jaffery Jason Cass Visit Website: Jaffery Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode, I'm excited to continue highlighting the Top 3% high-achieving agents from our UPP circle, who have also graced the cover of Rough Notes magazine. Today, I'm joined by Nancy Mendizabal and David Brush, the dynamic sibling duo behind Apple Valley Agency. We dive deep into the power of positive thinking and the […]

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jay Mueller, CEO of Camargo Insurance the agency featured on the October 2024 front cover of Rough Notes Magazine.  Key Topics: Jay shares the honor of being featured in Rough Notes He talks about joining the family business and his passion for growth and travel Jay explains how he set up his agency to operate remotely from Spain He emphasizes building a strong, independent company culture The episode explores the challenges and benefits of remote leadership Jay highlights the role of an advisory board in his agency's growth He outlines his goal to become the largest independent agency in Cincinnati Reach out to: Jay Mueller Jason Cass Visit Website: Camargo Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

I am excited to feature over the next few episodes, the Top 3% high-achieving agents from our UPP circles, who have also donned the cover of Rough Notes magazine. Today, our extraordinary guest, Bill Butler, founder of Butler and Associates Insurance in Apple Valley, Minnesota, shares his journey from military service to becoming a highly […]

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Chris Peterie, CEO of Tower Street Insurance, the agency featured on the September 2024 front cover of Rough Notes Magazine.  Key Topics: Chris shares the excitement of being featured on the Rough Notes magazine front cover, acknowledging his team's hard work. Emphasis on building a positive workplace culture by hiring the right people and focusing on "The Ideal Team Player" principles. Importance of investing in employees through regular meetings, education, and personal development. Prioritizing strong client and carrier relationships to deliver high-quality service and ensure client satisfaction. Leveraging technology to enhance client interactions and streamline agency operations. Reflection on leadership, the value of continuous learning, and how it influences agency success. Discussion on how Chris's approach serves as a model for excellence within the industry. Reach out to: Chris Peterie Jason Cass Visit Website: Tower Street Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by MEM. We're what workers comp should be! Get to know us at hello-mem.com to see how we can help you work with confidence This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on the show. He also runs the Agents Growth Academy podcast to help other agents grow. A great conversation about insurance agencies with an agency recently featured on the cover of Rough Notes!Jim Schubert: https://www.linkedin.com/in/schubertjim/Southern States Insurance: https://southernstatesinsurance.com/Agents Growth Academy: https://agentsgrowthacademy.com/Rough Notes Feature: https://roughnotes.com/the-friends-and-family-plan/The Growth GearExplore business growth and success strategies with Tim Jordan on 'The Growth Gear.Listen on: Apple Podcasts Spotify

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Nancy Mendizabal and David Brush, Agency Principals of Apple Valley Insurance the agency featured on the August 2024 front cover of Rough Notes Magazine.  Key Topics: Impact of a past feature article in Rough Notes 20 years ago Detailed strategies for recruitment emphasizing cultural fit and employee satisfaction Discussion on the critical role of happiness and culture alignment in hiring processes Overview of leadership role evolution and its influence on agency operations Techniques for maintaining a positive and productive agency culture Future goals for the agency and the strategic initiatives planned to achieve them Reach out to: Nancy Mendizabal David Brush Jason Cass Visit Website: Apple Valley Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowen Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

Joshua Morey is the Chairperson of Ori-gen and President of The J Morey Company Inc. Ori-gen amplifies the voice of diverse communities throughout America by providing resources, services, and perpetuation planning for indepedent agents and brokers from diverse backgrounds. With offices in Hawaii, Los Angeles, Orange County, Torrance, and San Jose, California, Ori-gen represents a wide variety of personal, business, and specialty insurance from 40+ national and international carriers. He is a founding Board Member of the Asian American Insurance Network and Asian's in Insurance Podcast, and advisory council member of the Equity in Infrastructure Project. In addition Mr. Morey serves on the Board of Director's for the US Japan Council (Executive Committee), Japanese American National Museum, Little Tokyo Community Council, and was featured on the cover of Rough Notes, and IIABA's national magazine. He is co-founder of KODO Insurance Services (Insurtech) and Chairman of the Board of Arrowood Insurance Services. He has a B.A. in Business Economics, from Wheaton College and a M.A. in Intercultural Studies from Fuller Theological Seminary. In his free time he loves playing baseball and spending time with his wife and three kids. Highlights from the Show Josh is a fourth generation Japanese American, with his great grandfather having immigrated in the late 1800s, and setting up an import-export business in Little Tokyo in Los Angeles The family lost everything when Japanese Americans were sent to incarceration camps during WWII Finding insurance the Japanese American community was next to impossible, so they started their own, and Josh's family started an agency, The J Morey Company, to serve the community, which he runs today Josh's story in taking over is similar to a lot of multi-generational insurance agencies, where the next generation may not be interested in taking over, can't afford to buy the business, or the business is no longer viable, which threatens the legacy of so many family businesses Rather than selling to another agency, Josh worked with a consultant to find a path to keep the business in the family despite not having the financing in place to buy the business That's what sparked the founding of Ori-gen, as a platform to continue the legacy of these companies It's not just about keeping the agencies going, but to support the communities that rely on these agencies in the way his ancestors and their communities needed each other after WWII Josh has also tried to drive more minority involvement in the insurance industry overall, which stems from his sense that this is the best industry and best country in the world That includes engaging the Asian and Pacific Islander community through AAIN (Asian American Insurance Network, where he's a board member), as well as partnering with other groups, like joining NAAIA and Ngozi Nnajiand her Black Friday efforts Josh advocates for DEI efforts because, without them, the industry will miss out on great talent and different approaches that only come from diversity within that talent This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jack Wingate, Founder & CEO of ALLCHOICE Insurance, the agency featured on the July 2024 front cover of Rough Notes Magazine.  Key Topics: Transitioning to a brand that represents the true identity of the agency The pivotal role of website redesign in enhancing customer engagement and SEO Implementing a culture of unlimited time off and its impact on employee satisfaction and productivity The importance of team collaboration and support in a flexible work environment Leveraging personal and professional growth through strategic branding and digital presence The significance of adapting to technological advancements and market demands Cultivating a supportive and innovative agency culture that prioritizes team and client needs Reach out to: Jack Wingate Jason Cass Visit Website: ALLCHOICE Insurance Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Produced by PodSquad.fm

When a planned interview with Bruce Thomas fell through for…reasons, we dusted ourselves off and decided to consult with bassist/songwriter/singer Dave Derby (Gramercy Arms, The Dambuilders), no slouch on the four string himself (https://www.youtube.com/watch?v=fFcGRQROIt0). Dave and I volley our favorite BT performances - too many to name! - and reflect on Elvis Costello's genius/occasionally wonky pitch, Bruce's musical auto-bio “Rough Notes” and the importance and difficulty of shaping your own legacy. Gramercy Arms' amazing new album “The Making of The Making Of” (https://gramercyarms1.bandcamp.com/album/the-making-of-the-making-of) The Dambuilders (https://open.spotify.com/artist/3b5zJp91jHNhz6AByOoURk?si=JwEgkbsvRheB22WCAFnaHA) Elvis Costello and the Attractions (https://open.spotify.com/artist/4qmHkMxr6pTWh5Zo74odpH?si=IVDwwVhCS5ecS_Pew0fIEg) Bruce's book “Rough Notes” (https://www.brucethomas.co.uk/?page_id=84) The (very reasonably priced) Bruce Thomas Profile bass (https://www.basscentre.com/left-handed/bruce-thomas-profile.html)

In this episode of Power Women In Insurance, Teresa Kitchens interviews Elisha Cavanaugh, President of Sound Pacific Insurance. Elisha and Teresa talks about the award she won with Safeco, her being on the front cover of Rough Notes and how she is balancing family and career. Key Topics: Elisha's unexpected award and the opportunity to feature on the cover of Rough Notes The challenges of self-promotion and the importance of community support in personal and professional growth Strategies for maintaining authenticity while navigating business pressures and family life The role of direct communication and relationship-building with insurance carriers Leadership lessons on fostering team accountability and the parallels between leading a team and parenting Practical tips for agency owners on engaging with carrier representatives and empowering their teams Connect with: Elisha Cavanaugh Teresa Kitchens Visit Websites: Sound Pacific Insurance Sterling Insurance Group Produced by: PodSquad.fm

In this episode of Power Women In Insurance, Teresa Kitchens interviews Elisha Cavanaugh, President of Sound Pacific Insurance. Elisha and Teresa talks about the award she won with Safeco, her being on the front cover of Rough Notes and how she is balancing family and career. Key Topics: Elisha's unexpected award and the opportunity to feature on the cover of Rough Notes The challenges of self-promotion and the importance of community support in personal and professional growth Strategies for maintaining authenticity while navigating business pressures and family life The role of direct communication and relationship-building with insurance carriers Leadership lessons on fostering team accountability and the parallels between leading a team and parenting Practical tips for agency owners on engaging with carrier representatives and empowering their teams Connect with: Elisha Cavanaugh Teresa Kitchens Visit Websites: Sound Pacific Insurance Sterling Insurance Group Produced by: PodSquad.fm

 Website: https://www.workcompprofessionals.com/ LinkedIn: https://www.linkedin.com/in/iwcpkevin/ Kevin Ring is the Lead Workers' Compensation Analyst at the Institute of WorkComp Professionals (IWCP), which trains both insurance agents and employers in how to build a successful workers' comp program. Employers have been taught that because workers' comp is mandatory, and the policy is the same no matter who they work with, that they have no control and should just shop for the lowest price. But nothing could be further from the truth! Kevin is extremely knowledgeable in the field of workers' compensation, and he wants to help struggling business owners and employers across America (particularly those in blue/grey-collar industries) limit unnecessary expenses and have more productive and profitable businesses. He has reviewed and analyzed over 1200 experience mod worksheets with clients, and has served as an expert witness in litigation involving the workers' comp premium audit. Kevin has also been published in Rough Notes, Insurance Journal, and other insurance and general industry trades publications, and has been called an "encyclopedia of workers' comp" by accomplished insurance agent and podcast host David Carothers. Workman's Compensation for Small Businesses Michael and Kevin Ring discussed a potential conversation about workman's compensation for small businesses and entrepreneurs. They highlighted the importance of the topic and agreed to focus on the topic of classifications and premium audit, a requirement for every business buying workers' compensation insurance. They also discussed the potential of reaching larger organizations through their show. The conversation was set to be organic and last between 15 to 20 minutes, with Kevin Ring sharing relevant links at the end. Workers Compensation: Employer Responsibility and Prevention Strategies Kevin Ring from the Institute of Work comp Professionals explained the importance of workers compensation to employers. He traced its origins to 1911 Wisconsin's Workers Compensation Law, which shifted liability for employee injuries from employees to employers. Kevin Ring emphasized that workers compensation is not just about injury claims, but also about employer responsibility and prevention strategies. He pointed out that the cost of workers compensation premiums is controllable through program setup and injury prevention strategies. Michael D. Levitt facilitated the discussion, emphasizing the need for a better understanding of workers compensation among business owners. Workers' Compensation Policy Importance Kevin Ring and Michael discussed the importance of businesses understanding their workers' compensation policies, particularly the classifications applied to their policy. Kevin Ring emphasized the need for businesses to work with their insurance agents to ensure the classifications are correct, as they determine the rates businesses pay on different parts of their payroll. He also highlighted the role of the workers' compensation premium audit, which checks if the estimated payroll matches the actual payroll of the policy. Kevin Ring also noted that there are exceptions to what is included in workers' compensation, such as overtime pay in most states. Insurance Audit and Record-Keeping Importance Kevin Ring emphasized the importance of accurate record-keeping for expense reimbursements to avoid potential issues with insurance audits. He stressed that businesses should consult with their insurance agents to understand what expenses are exempt in their state, as there are variations from state to state. Michael D. Levitt agreed, noting that accurate records are important not only for insurance situations but also for taxation. They discussed the need to correctly classify employees to avoid potential claims and disagreements with insurance companies. Kevin Ring concluded by stating that while insurance companies typically pay by default, inaccurate classification of employees could lead to scrutiny during a premium audit. Policy Classifications and Insurance Costs in Construction and Agriculture Kevin Ring discussed the importance of understanding the complexities of policy classifications in construction and agriculture, particularly in relation to payroll. He emphasized the need for a strong agent to guide businesses through this process to prevent overcharging. Kevin Ring also pointed out the importance of having an outside bookkeeper handle workers' compensation premium audit and advised businesses to ensure they don't pay more than necessary for their insurance. Michael D. Levitt agreed, stressing the importance of clean books and preparation for potential legislative changes. Both agreed on the need for businesses to select the right agent, not just the one offering the lowest price. Work of the Institute and Training Program Launch Michael D. Levitt and Kevin Ring discussed the importance of understanding the work of the Institute and the potential for further exploration of its system. Kevin Ring mentioned that interested individuals could learn more at work.comp professionals, com or by calling him directly at (828) 274-0959, or emailing him at Kevin@iwc.pro.com. Kevin Ring also mentioned the release of their first training program for employers, which can be found at locked and loaded training.com, and is specifically designed to provide employers with the basics to better manage their program.

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Emily Koleno, Clint Paskewitz & Bryan Graham of Associated Insurance Services, the agency featured on the June 2024 front cover of Rough Notes Magazine.  Key Topics: Clint reflects on the historical significance of Rough Notes Magazine as a mentor throughout his career Bryan shares his pride and excitement about the agency's national recognition Insight into the agency's growth, culture, and how their roles have evolved over the years Discussion on the challenges and triumphs of maintaining a niche focus within the insurance industry The team's strategic approach to community involvement and creating a workplace culture that fosters belonging and teamwork Reach out to: Emily Koleno Clint Paskewitz Bryan Graham Jason Cass Visit Website: Associated Insurance Services Rough Notes Magazine Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Produced by PodSquad.fm

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine.  Key Topics: Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover Discussion on the merger that formed Iron Insurance Examination of the synergies between merged agencies Overview of Iron Insurance's risk management strategies Importance of culture and team dynamics in management Introduction of a producer pathway to ownership Insights into the agency's community engagement and philanthropy Reach out to: Shawn Myers Jason Cass Visit Website: Iron Insurance Partners Rough Notes Magazine  Episode Sponsors: The McGowan Companies – Insurance Products: This episode is brought to you by The McGowan Companies. For more information about our new, exclusive cannabis insurance product, visit mcgowanprograms.com/frontcover Fortegra: This podcast is sponsored by Fortegra. For over 45 years, we've delivered innovative risk management solutions. Fortegra is more than a specialty insurer – we're the partner committed to your success.    Produced by PodSquad.fm

Today's journey dives into the rich history and dynamic presence of the insurance world. I'm your host, Mike Stromsoe, and I'm thrilled to have with us a venerable icon in the industry, the CEO and owner of Rough Notes Magazine Company, Walter J. Gdowski. Walter, who joined Rough Notes in 1979 and eventually assumed the […]

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Elisha Cavanaugh, President of Sound Pacific Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine.  Key Topics: Elisha Cavanaugh's journey from part-time agency work to owning her agency The importance of building strong relationships with carriers The challenges and opportunities facing women in the insurance industry The value of agency councils and networking for independent agents The importance of giving back to the community Elisha Cavanaugh's advice for other agency owners and those looking to start their own agencies The future of the independent agency system Reach out to: Elisha Cavanaugh Jason Cass Visit Website: Sound Pacific Insurance Rough Notes Magazine

In the inaugural episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jim Schubert, President & CEO of Southern States Insurance, the agency featured on the March 2024 front cover of Rough Notes Magazine. Key Topics: Jim Schubert shares the significance of Southern States Insurance's feature on the front cover of Rough Notes Magazine The rarity and honor of being featured among thousands of agencies The strategic growth and planning behind the agency's success The importance of core values and developing a strong team culture Leveraging relationships and community engagement for agency growth The impact of mentorship and leadership in shaping the future of the agency Future growth plans and the emphasis on serving more clients effectively Connect with: Jim Schubert Jason Cass Visit Website: Southern States Insurance Rough Notes Magazine

In this weeks episode of Insurance Town, the Mayor, Heath Shearon sits down with his friend, Christopher Cook of Rough notes. Mr Cook takes us on a walk down memory lane to talk about what lead him into the insurance industry. We then discussed tellin your agencies story through your website and through your social media. He tells us what he looks for in an agency story and what hes looking or in a cover agent for the Magazine. He also tells us some of his own stories, and then tells us more about Rough Notes and how you can get more involved. Episode Sponsors:Smart ChoiceCanopy Connect ManscapedOlde School Marketing  

In this second part of Bill's conversation with Lynn Thomas, CEO of Thomas Consulting, she delves further into the significance of establishing clear boundaries from the start. Additionally, she discusses her recent activities and highlights how having financial stability grants her the freedom to pursue her desired endeavors.    With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change.   Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.   Reach out to Lynn at: Website: https://www.thomasconsultingwins.com/ LinkedIn: https://www.linkedin.com/in/lynnthomasjd/   Show notes: [0:00] How important is it to tell someone your non-negotiables upfront? [4:51] What's Lynn up to these days? [10:28] What does money mean to Lynn? [12:43] Where to connect with Lynn     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

During this episode, Bill has an insightful conversation with Lynn Thomas, the CEO of Thomas Consulting, about the potential future of the workplace. Lynn shares her valuable experiences working with individuals from various generations, ranging from baby boomers to Gen-Zs. Additionally, she provides helpful guidance for leaders who are interested in transitioning their employees from remote work to in-office work.   With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change.   Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.   Reach out to Lynn at: Website: https://www.thomasconsultingwins.com/ LinkedIn: https://www.linkedin.com/in/lynnthomasjd/   Show notes: [0:00] Intro [0:30] What has Lynn's experience been like working with people of different ages? [4:45] Reimagination of the workplace [6:40] Her advice to the people who are forced to go back to the office and the leaders who force them [10:31] The toxic cultures and relationships in a workplace [12:17] Outro     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.  

Dulce's story is an example that when you are helping out of kindness and generosity, inevitably you are going to be successful and a role model. Good things are going to happen to you and you are going to be a positive influence in the spaces that you are in. Dulce has had an amazing career helping clients, colleagues, and consumers. Her book of business is fully made by referrals and her retention rate is insane. Many of her clients had been with her for decades and generations. She has a solid reputation as one of the best in the industry. Her story is full of value and you should hear it.Dulce is native of Miami Beach, Florida. She is a Beach High graduate and lived in Miami Beach for 22 years before moving to Miramar in Broward County in 1996. Dulce was in High School, on the work program, when she did clerical work for a Condominium Association. While working there, an insurance agent told her they had an opening and asked her to interview. She did. She got the job on the spot. It was the beginning of her journey in the insurance world. Dulce joined the insurance industry on November 2, 1985. She obtained an Associate in Insurance Services from the Insurance Institute of America in 1999. She has accomplished so much in her 37 years of professional experience. Her commitment to help the insurance industry mixed with her vast knowledge and great leadership skills have resulted in a lot of value and betterment for everyone involved with her. Dulce specializes in personal lines and commercial habitational risks, such as Condominiums and Homeowners Associations. She is a Vice President and Sales Producer of Acentria Insurance in Miami, Florida. She is a consumer advocate, insurance educator, and proven leader. She has won many awards and recognitions. In the National Association of Insurance Women (NAIW) of Florida she won the Kay Cooper Memorial Award (1994) and Insurance Professional of the Year (1999). The Latin American Association of Insurance Agencies (LAAIA) recognized her with the Insurance Professional of the Year -Woman- in 2002 & 2006. She won the LAAIA-Broward-Lifetime Achievement Award in 2018. She won the AAMGA Association Achievement Award in 2002. She was named one of 95 in the 2018 Elite Women in Insurance of the Insurance Business America.Dulce currently serves as the Citizens Property Insurance Corporation liaison for the LAAIA and has been appointed to the Agents Round Table since 2007. In 2015, she was appointed to the Citizens Depopulation Modernization work group that helped pass legislation that created the depopulation process in place today in Florida. In 2016, she was chosen as 1 of the 10 finalists out of 77 applicants for the position of Insurance Commissioner of the State of Florida. In 2006, she was appointed by then CFO Alex Sink, to the Financial Literacy Council where she served on the Florida Alliance on Hurricane Insurance. She is the Past President of the local chapter of the NAIW and of the LAAIA, and has chaired the Legislative Committee of both associations and therefore she makes annual trips to Tallahassee and Washington, D.C. Dulce has also been a Board Member of the American Insurance Marketing and Sales Society since late 2016 and she is currently their Board President.Dulce is a trusted and credible voice. She is a go-to person for the South FL media. Has appeared in: CBS 4, NBC 6, ABC 10, CNN, CNNE, Univision 23, Univision Radio, Telemundo, TeleMiami, Miami Herald, Sun Sentinel, Insurance Journal, Rough Notes, and Independent Agent Magazine. FUN facts: Since Dulce is Cuban she absolutely loves the beach. She can live on the beach forever and be happy. She loves to fish, snorkel, swim, and to lay out the beach. To get in contact with Dulce, please connect with her on LinkedIn.

Welcome to the show! Today, I've got my friend Chris Burand on the show. You don't want to miss the conversation because Chris is one of the smartest people I know but it's his approachability and quick wit that will have you thinking about insurance, business, possibility and conflict in a brand new way. Surprisingly… or maybe not, there are so many similarities in what Chris sees out in the world in the ways that people sabotage their own success and the things I teach. We worked together years ago and have collaborated since then. Everyone needs to make an impact, no matter what business they are in. Today, Chris and I will help you understand how to make that happen.   Guest Bio: Chris Burand has more than 30 years' experience providing consulting services for the property & casualty insurance industry and is recognized as a leading industry consultant.  His mission is to help his clients, carriers and distributors, achieve their goals through bespoke solutions. Cookie-cutter/consultant speak approaches are not winning solutions.  Chris has a unique analytical ability that enables him to get to the bottom of issues and provide the insight necessary to create specific solutions for each situation. Chris is a Certified Business Appraiser (CBA), a designation earned from the Institute of Business Appraisers.  The CBA designation is only earned by those who prove they have a high knowledge of business appraisals including applicable tax law and case law. He is also an approved E&O auditor, certified E&O seminar provider, E&O expert witness, and has written a book on how to avoid E&O claims.  Chris is a nationally recognized speaker and author. He has been a featured speaker at more than 400 seminars and educational programs. He is a monthly columnist for The Insurance Journal, a past columnist for American Agent & Broker, and his articles have appeared in Rough Notes, The National Underwriter, A.M. Best, and many regional insurance publications. He also publishes Burand's Insurance Agency Adviser for independent insurance agents. Chris can be reached at: Burand & Associates, LLC 215 S. Victoria St., Suite E Pueblo, CO 81003 p: 719.485.3868 chris@burand-associates.com www.burand-associates.com

I've got a special guest on the show today and I know you are going to love our conversation about Mindset, specifically the book Mindset by Dr. Carol Dweck. Bill Teubel is on the show today and he is the CFO of one of the company's I have the pleasure to work with.  I met Bill about 3 years ago when we put together a group for some of his colleagues at TrueNorth Companies.  Little did either of us know that over 3 years later we'd be coaching strong. Bill understands the value of this voice and communication work I do on a deep level and we could have spoken about the work I do but we are actually having a conversation about the book Mindset.  Bill introduced this book to me and I loved it! I see fixed mindset as resistance  Over the years Bill and I have had some valuable conversations about the difference in growth and fixed mindset, the benefits and so much more.   I know you are going to find this conversation fascinating and valuable.  If you've not read this book...run go get it now!   Bio: With over 20 years of financial, strategic leadership and management in varying industries such as: public accounting, government contracts, data management, avionics and insurance; Bill is responsible for overall financial management of the company, its financial reporting and transparency, as well as long-range planning and corporate and strategic development. Bill is involved in many professional associations including American Association of Certified Public Accountants, Marsh Berry, and the Burand Networking Group. He serves on the Advisory Board for Rough Notes, Kaplan University and Big Brothers/Big Sisters. Education: Mr. Teubel graduated from the University of Iowa with a Bachelor's degree in Accounting. He furthered his education by attending Colorado State University and achieved an MBA in Management. He is also a Certified Public Accountant.

In this episode, Bill talks with the CEO of Thomas Consulting, Lynn Thomas, to talk about what the future of the workplace will be like years from now. She shares how her experience has been like working alongside people of different generations, from boomers to the Gen-Zs. She also gives advice for leaders who wish to get their employees back to working in the office instead of working from home.   Lynn Thomas is a dynamic, energetic leader with 28+ years of experience in customer experience and retention, with a proven record of selling and sustaining more than 480 long-term clients purchasing best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Her expertise in creating and executing tailored client presentations and adjusting implementation plans based on relevant information assures client delight. She is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences and has strong leadership and relationship-building skills. Lynn connects with people instantly and works as intimately as possible in a corporate setting to empower employees and foster change.   Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.   Reach out to Lynn at: Website: https://www.thomasconsultingwins.com/ LinkedIn: https://www.linkedin.com/in/lynnthomasjd/   Show notes: [1:43] What has Lynn's experience been like working with people of different ages? [7:53] Her advice to the people who are forced to go back to the office and the leaders who force them [13:31] How important is it to tell someone your non-negotiables upfront? [18:21] What's Lynn up to these days? [23:59] What does money mean to Lynn? [26:14] Where to connect with Lynn [27:13] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Prophetic Message on Ruth1 and John 3 Full Length: 45.20Introduction: 0 to 11.18Worship Song: 11.18 to 13.51Message: 13.51 to 45. 20 ROUGH NOTES:  February 7, 2022 MondayJohn 3 and Ruth 1To be brought forth of the Spirit of God is opposed to the flesh that brings forth flesh. What you are brought forth of in […]

Prophetic Message By The Casting of Lot onEzekiel 3 and 2nd Chronicles 35 andother chapters throughout the week Full Length: 102.55Introduction: 0 to 6.51Worship Song: 6.51 to 10.01Message: 10.01 to 102.55   ROUGH NOTES:  January 24, 2022 MondayEzekiel 3 and 2nd Chronicles 35 and Exodus 6In Ezekiel 3 we see God tests the righteous by […]

Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today's complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.Learn More:Paradiso Insurance: https://www.paradisoinsurance.com/Facebook: http://www.facebook.com/insurancectInstagram: https://www.instagram.com/paradiso_insurance/Twitter: https://twitter.com/paradisoinsPinterest: https://www.pinterest.com/ctinsurance/LinkedIn: http://bit.ly/24bQk3IInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services

Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today's complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.Learn More:Paradiso Insurance: https://www.paradisoinsurance.com/Facebook: http://www.facebook.com/insurancectInstagram: https://www.instagram.com/paradiso_insurance/Twitter: https://twitter.com/paradisoinsPinterest: https://www.pinterest.com/ctinsurance/LinkedIn: http://bit.ly/24bQk3IInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services

Alright! It's about time I start exploring the world of podcasting/microcasting. I have been interested in podcasts since 2010 when I got my iPhone 3Gs. iTunes introduced me to it! I'm calling my microcast, Ridwan's Rough Notes. Rough Notes doesn't have to be perfect. It's just random notes on books I'm reading, life learnings, reflections etc. Hope to continue this experiment to more than 6 notes and see how I feel? Let's start the journey. --- Send in a voice message: https://anchor.fm/ridwanjaafar/message

Most growing and thriving businesses often have the most amazing company culture. One prime example of an inspiring company culture is at Highpoint Insurance Group. At the helm is Heather Smyrl, co-founder and CEO. Heather's drive to be a trailblazer has turned a relatively antiquated industry into a modern-day agency that is purpose-driven with an enthusiasm for serving her employees, customers, and community. With her pep rallies, digital scorecards, and constantly looking for ways to highlight her team's accomplishments, Heather has designed a company structure around positivity that has allowed her sales team to flourish and has brought her close to her goal of having a $10 million year. In this episode, tap into Heather's more than 25 years of experience as a leader in the industry and get insight into the amazing work she has done to build a unique company culture. Get ideas from her incredible stories that you can put into your practice or get back that fire to get past this last year's setbacks. Most notable are the core values she has established to foster accountability, unlimited success, and teamwork. Heather got her start in the insurance industry at only 19 years old. She founded Highpoint in 2008 alongside her husband, Brandon Smyrl. In 2017, she built her company's forever home in Friendswood, Texas. Three years later, Highpoint was honored to be named Agency of the Year by Rough Notes magazine.  

My guest today is the leader and owner of the one of the oldest publications in the United States. His company's newsletters were originally delivered on horseback and they were the innovator behind many of the tools the insurance industry uses today. You may have seen their magazine covers hanging in the entry way of agencies across the country. My guest today is Walt Gdowski the CEO and owner of Rough Notes Magazine. Rough Notes celebrated their 143-year anniversary on November 10th. Walt has incredible insight into the impact of Insurtech on the industry and the secrets of the most successful insurance agencies.He was the driving force behind quadrupling Roughnotes revenue in under 5 years. Walt and I discussed:• The incredible history of Rough Notes• Walt's personal background including his love for flying WW2 planes• And finally, his thoughts on the future of the industryLearn more about Walt and Rough Notes: http://roughnotes.com/Follow Pat on Instagram: @patbcostello https://www.evolvedbrokerpodcast.com/

Hosted by Columbia University School of Professional Studies Dean, Jason Wingard, Talks@Columbia and the Learn For Life podcast presents timely thought leadership on crucial issues facing academia and industry today. Sim Segal Academic Director and Senior Lecturer in Discipline, M.S. in Enterprise Risk Management Program Sim Segal is president and founder of SimErgy Consulting, a consulting firm specializing exclusively in ERM. Headquartered in Manhattan, SimErgy provides ERM consulting services to companies in all sectors, helping organizations implement or advance their ERM programs. Segal is the founder and academic director of the M.S. in Enterprise Risk Management program at Columbia University, the #1 such program globally. https://sps.columbia.edu/academics/masters/enterprise-risk-management With 30+ years of experience in measuring and managing risk, Segal is a globally recognized ERM thought leader with ERM experience in a variety of sectors, such as insurance, banking, credit cards, technology, consumer goods, biotech, telecomm, hospitality, energy, services, timberland, education and research, nonprofit organizations, and government bodies. Segal is author of Corporate Value of Enterprise Risk Management (Wiley, March 2011), which is required reading on the syllabi of the Society of Actuaries (SOA) and leading universities in the U.S., Canada, the U.K., Australia, China, Italy, Croatia, and Egypt. Segal has designed and coauthored several ERM research studies. He has also authored numerous articles in publications such as Forbes, American Banker, and Corporate Finance Review and has been quoted in publications such as the Wall Street Journal, Global Finance, National Underwriter, and Rough Notes. Segal is a frequently invited speaker to ERM conferences and events and has made over 300 ERM-related presentations globally. Segal is active on industry committees. He served as the inaugural chairman of the Risk Committee of the Society of Actuaries (SOA) (a global education and research organization), leading the design and implementation of its ERM program (2009-2011). He also served as chief editor of Risk Management, a quarterly international ERM publication (2008–2009). Segal currently serves as vice chair of the Canadian Institute of Actuaries (CIA) ERM Applications Committee and as a member of the Joint Risk Management Section’s ERM Symposium Program Committee, jointly run by the Casualty Actuarial Society, the CIA, and the SOA. Prior to SimErgy, Segal led ERM consulting practices at Deloitte Consulting, Aon, and Watson Wyatt (now part of Willis Towers Watson). Prior to his consulting experience, Segal was an officer at MetLife, where he was a key player in the first successful adoption of economic capital by a U.S. insurer, assisting in its integration into strategic planning, capital management, pricing, and financial reporting. Segal also led one of the internal teams to convert MetLife into a stock company. Segal has also played a leadership role in the actuarial profession; examples of such service include: Vice president, SOA Board of Directors (2009-2011) Member, SOA Board of Directors (2006-2009) Member, Editorial Board of The Actuary, an international publication (2005-2006) President, Actuarial Society of Greater New York (2002-2003) Chairman, SOA Management & Personal Development Section (2002-2003) A lead actuary in the Actuarial Foundation’s Advancing Student Achievement Program (2004-2006) Segal is a Fellow of Society of Actuaries (FSA) and a Chartered Enterprise Risk Analyst (CERA). Segal is one of 40 ERM experts awarded the CERA for “thought leadership and significant contributions to advance the practice of ERM.”

In this episode, we go off the rails a bit while talking about diets and the connections our food has to the environment. Rough Notes...don't judge us Disclaimer: The views, information, or opinions expressed here on Pod for the Planet are solely those of the individuals involved and do not necessarily represent the official policy or position of any other agency, organization, employer or company.Twitter: @pod4theplanet Instagram: @pod4theplanet Music By Matt CincinnatiSupport Pod for the Planet by donating to their Tip Jar: https://tips.pinecast.com/jar/pod-for-the-planet

Be You, Be Real.In this episode of Profiles in Risk, I spoke with Chris Paradiso, agency owner and principal of Paradiso Presents, a firm dedicated to helping other insurance agencies develop branding in the digital and social media age. Your branding is one of the single most important things you can do as an individual or business professional. What is the image or first thing others think of you when they hear your name? Chris asked me about Geico and I was quickly able to recite their "15 minutes saves 15%" tag line. How do you want others to remember you???CONNECT WITH CHRISTOPHER PARADISO:LinkedIn -https://www.linkedin.com/in/christopherparadiso/ Paradiso Presents Homepage - https://www.paradisopresents.com/ MENTIONED IN THIS EPISODE:Sample Brand Guides - https://blog.hubspot.com/marketing/examples-brand-style-guides Agency Performance Partners - https://www.agencyperformancepartners.com/ Rough Notes - http://roughnotes.com/ BOOKS RECOMMENDED BY CHRIS: The Power of Human Connection by Kody Bateman: https://amzn.to/2Y68xDX Different: Escaping The Competitive Herd by Youngme Moon: https://amzn.to/2WpuJIJ SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar

Insurance futurist declares ‘Fork in the road ahead’ – which direction is your agency headed? Chris Burand—one of the industry’s most respected thought leaders, analysts, valuation and acquisition specialists—has seen enough of the future to give agents a clear-eyed heads-up. Chris has led more than 350 seminars and workshops. He’s been published over 400 times. He writes a monthly column for the Insurance Journal, and you’ve probably seen him in Rough Notes, National Underwriter, AM Best… and many, many more publications. In this podcast interview with Michael, Chris shares insights that could change your agency forever: As carriers cut costs (AKA 'commissions’) and build alternate distribution models, Chris paints a path to success for the modern agent. Will you be a ‘Professional’... or a ‘peddler’? (Find out what today’s consumer really wants – and which ones will reward you most richly). A safer world. New technologies. Faster pace of change. Emerging competitors. Chris outlines the actions today’s agency principals should take to be successful in today’s insurance landscape. Please don’t miss this conversation with one of the insurance industry’s most respected observers and advocates! You’ll be thinking differently about your agency within the first 15 minutes! What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industry’s leading figures.

It’s The Right Thing To Do This Unstoppable Husband and Wife Team have built a Mega Successful Agency, 4 locations and were recognized as the most recent Rough Notes magazine Agency of the Month for their incredible strides in the digital marketing space.  Check out the full article here – http://roughnotes.com/h2hsuccess/ We couldn’t be more honored […] The post Episode 28 : Special Guests Jeff & Una Roy appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

There was a New Wave revolution happening in rock music in the late 70s and the poster boy for it was the bespectacled Elvis Costello and his band of Attractions, which included our guest this week bassist Bruce Thomas. While the band was leading a new charge, the various members were also sorting out a dynamic that saw Elvis rise as their clear leader, a move that never sat well with Bruce. Over the years, tensions mounted and Bruce eventually left the band. All of this, as well as his own musical and personal history, are included in Bruce's book Rough Notes which came out last year. Here we talk about what's at the heart of the dysfunction, our conflicted feelings about Elvis, and Bruce's new career as a prolific writer. Also, he's one of the world's experts on Bruce Lee of all people! Pick up the book and enjoy the ride!   https://www.brucethomas.co.uk/

Roger Sitkins is the CEO of Sitkins Group, Inc. He has trained and mentored thousands of professionals including producers, CEOs, sales managers, and customer service representatives. He is known as the nation’s top insurance agency results coach, and is often invited to be the keynote speaker for national, state, and local events. He is also Rough Notes magazine’s most widely read columnist. Roger joins me today to share his wisdom on starting an agency. He provides a brief summary of what he calls The Seven Principles of Building an Agency and his personal experience regarding each of the seven principles. “If you're not hearing 'wow' from your prospects, then you have fallen into that bucket known as 'an insurance agent'.” – Roger Sitkins Today on Spot On Insurance:  The seven principles of building an agency. Why having the right people is the first step in starting an agency. What does it mean to have a culture of accountability? What is the “unique selling proposition” of an organization? The effect of professionalism on building an agency. The number one complaint most consumers have about the agents they deal with. The percent of automation many agencies use today. Should you fix your processes even after you've already established your agency? The benefits of having a good pipeline process. The two types of perpetuation. Key Takeaways:  It's not what you make, but what you keep. Not every client is a great client. Everyone leaves their business whether they plan to or not.  Connect with Roger Sitkins  The Sitkins Group, Inc. 1-877-SITKINS  This episode was brought to you by… Spot On Insurance is brought to you by Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.  Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on iTunes and share your favorite episodes with friends and colleagues!

  Friday, 02.26.2016 Monday John 5: Listen in iTunes   Secondary Link to Listen in iTunes   ROUGH NOTES:  February 22, 2016 Monday John 3: Those that are brought forth in their being of the Spirit of God reveal a life that does things that is not able in motivation to be perceived because their motivation […] The post The Life and Sight of Spiritual Rebirth appeared first on Expressions of Ultimate Love Realized!.

  Friday, 02.26.2016 Monday John 5: Listen in iTunes   Secondary Link to Listen in iTunes   ROUGH NOTES:  February 22, 2016 Monday John 3: Those that are brought forth in their being of the Spirit of God reveal a life that does things that is not able in motivation to be perceived because their motivation […] The post The Life and Sight of Spiritual Rebirth appeared first on Expressions of Ultimate Love Realized!.

  Friday, 02.05.2016 2 Corinthians 13: Listen in iTunes   Secondary Link to Listen in iTunes     ROUGH NOTES:  January 31, 2016 Sunday 2nd Timothy 3: The last days will have perilous times because of the evil of individuals who will be lovers of their own selves and of pleasure more than God. They will […] The post The Secret of Power Through Weakness appeared first on Expressions of Ultimate Love Realized!.

  Friday, 02.05.2016 2 Corinthians 13: Listen in iTunes   Secondary Link to Listen in iTunes     ROUGH NOTES:  January 31, 2016 Sunday 2nd Timothy 3: The last days will have perilous times because of the evil of individuals who will be lovers of their own selves and of pleasure more than God. They will […] The post The Secret of Power Through Weakness appeared first on Expressions of Ultimate Love Realized!.