Page 17 of 41 · 820 total episodes
03/02/2022 · 4 min read
The insurance agents who build something significant share a willingness to take calculated risks that their more cautious competitors won't. This SOLO Playbook episode is about the difference between recklessness and boldness — and how to make the moves that actually matter.
02/28/2022 · 5 min read
Trying to serve everyone is a strategy for serving no one particularly well. This SOLO Playbook episode makes the case for going narrow and deep — finding your niche, owning it, and building the kind of agency that's irreplaceable to a specific type of client.
02/23/2022 · 5 min read
The foundation was Part 1. In Part 2, Tom Birks gets into the operational specifics — the systems that enable scale, the staff decisions that define culture, and the moves that pushed his New Jersey agency into a different tier.
02/21/2022 · 5 min read
Tom Birks earned the nickname 'The Bomb' for good reason. His approach to growing an insurance agency in the highly competitive New Jersey market is explosive in the best sense — and Part 1 covers the foundations of how he built it.
02/16/2022 · 5 min read
If you can't measure it, you can't manage it. This SOLO Playbook episode is a complete walkthrough of the performance scorecard system that gives insurance agency owners clear visibility into what each agent is actually producing — and what to do about it.
02/14/2022 · 5 min read
Hiring is one of the most painful and consequential things an insurance agency owner does. This SOLO Playbook episode is a practical guide to hiring better — fewer mistakes, faster decisions, and a higher rate of building a team that actually performs.
02/09/2022 · 5 min read
Part 1 set the stage. Part 2 is where Jason Killings gets into the specific mechanics — the systems, metrics, and operational decisions that produce massive insurance production in the Florida market.
02/07/2022 · 4 min read
Jason Killings is putting up numbers in Florida that turn heads. Part 1 gets into how he built his production machine in one of the most competitive and challenging insurance markets in the country.
02/02/2022 · 5 min read
The close isn't where the sale is made — it's where the sale is confirmed. Everything that matters happens before that moment. This SOLO Playbook episode is about the first sale every insurance agent must make before any policy gets written.
01/31/2022 · 5 min read
The phone is still the most powerful sales tool an insurance agent has; however, most agents are using it badly. This SOLO Playbook episode is a complete breakdown of phone skills that separate mediocre agents from top producers.
01/26/2022 · 5 min read
The mindset is Part 1. The mechanics are Part 2. Mike Monaghan breaks down exactly how he structures his days, manages his pipeline, and maintains production levels that put him among the top performers in the business.
01/24/2022 · 5 min read
Mike Monaghan is the kind of insurance professional who redefines what's possible in this business. Part 1 digs into the habits, decisions, and work ethic that built one of the more impressive production stories in the industry.
01/19/2022 · 4 min read
Most agents cap their lead spend based on the wrong number. Once you understand lifetime value math, you'll see that you can justify spending significantly more per lead — and that's exactly how you outcompete everyone buying on price alone.
01/18/2022 · 5 min read
That $5 lead looks great on paper until you run the real math. The SOLO Playbook breaks down why chasing cheap leads is one of the most expensive habits an insurance agency can have — and what to measure instead.
01/12/2022 · 6 min read
Part 1 covered mindset and foundations. In Part 2, Justin Brock gets tactical — the lead systems, performance tracking, and hard decisions that separate agencies that scale from agencies that stall.
01/10/2022 · 5 min read
Justin Brock has built something most agency owners only dream about. In Part 1, he breaks down the mindset, systems, and decisions that took his operation from scrappy startup to legitimate force in the Medicare and final expense space.
01/05/2022 · 5 min read
Goal setting in January is easy. Having goals that still mean something in July is the hard part. Craig's goal-setting playbook covers the structure, specificity, and accountability systems that turn resolutions into results.
01/03/2022 · 5 min read
Most agency meetings are a costly ritual that produces little. Jason's meeting playbook turns this around — covering the formats, frequencies, and facilitation habits that make team meetings one of the most productive tools in an agency's operational toolkit.
12/31/2021 · 5 min read
Craig closes out 2021 with a personal accounting of the year — what built, what broke, and what the honest version of the lessons looks like before the new year begins.
12/29/2021 · 5 min read
Jason takes a hard look at 2021 — the wins, the misses, the surprises, and the lessons that are actually going to change how 2022 is approached. This isn't a highlight reel. It's an honest autopsy.