Page 18 of 41 · 820 total episodes
12/27/2021 · 5 min read
The first step in the 2022 Six Step Success framework isn't a tactic — it's the mental and strategic foundation that determines whether all the other steps work. Craig makes the case for why starting here, instead of diving straight into tactics, is the move that actually produces different results.
12/24/2021 · 5 min read
Step 2 in the 2022 Six Step Success framework is about building the operational infrastructure that allows an agency to grow without the owner's direct involvement in every function. Jason makes the case for systems as the prerequisite for real scale.
12/22/2021 · 5 min read
Trudy Padilla returns to get specific about the communication habits, follow-through practices, and long-term mindset that transform a one-time referral into a years-long client and partner relationship.
12/20/2021 · 5 min read
Trudy Padilla has worked at the intersection of real estate and insurance long enough to know exactly what each side gets wrong about the other — and exactly how to build partnerships that serve clients better than either industry does alone.
12/17/2021 · 5 min read
Marketing for insurance agencies doesn't mean doing everything — it means doing a few things well and consistently. Craig breaks down the 2022 marketing framework, from channel selection to budget discipline to the metrics that tell you what's working.
12/15/2021 · 5 min read
Training is the variable that separates agencies that grow from agencies that grind. Jason lays out why most agencies under-invest in training, what a real training program looks like, and how to build one that produces lasting performance improvement.
12/13/2021 · 5 min read
David Duford's tribe didn't build itself — it was the product of specific content systems, deliberate agent development practices, and a long-term orientation that most insurance marketers lack. Part 2 is the execution chapter.
12/10/2021 · 5 min read
David Duford came back to the podcast with more to say — specifically about the final expense market's evolution and the power of building a dedicated community around your insurance brand. Part 1 covers the final expense landscape and the tribe-building philosophy.
12/08/2021 · 5 min read
Hiring is the one decision in agency management that amplifies everything else — including mistakes. Craig covers the hiring framework that belongs in every 2022 agency plan, with specific attention to the mistakes that keep agencies understaffed or badly staffed.
12/06/2021 · 5 min read
The sixth step in the 2022 Six Step Success framework is the one that everything else sits on: the business itself. Jason breaks down what it means to build an agency with genuine structural integrity rather than just growing revenue on a shaky foundation.
12/03/2021 · 5 min read
A sales process you can't teach is just a document. Dan Elzer gets specific in Part 2 about how to train producers to execute a consistent sales process, how to use process data for coaching, and what it takes to sustain quality over time.
12/01/2021 · 5 min read
Dan Elzer built his career at Shelter Insurance by systematizing what most agents leave to chance. In Part 1, he breaks down why a documented sales process is the single most powerful tool for managing the chaos of a growing agency.
11/29/2021 · 5 min read
Cami Baker returns to get specific about the systems and habits that turn community involvement from a nice thing you do into a genuine business development strategy — with measurable outcomes.
11/26/2021 · 5 min read
Cami Baker has made a career out of connecting people and organizations in ways that generate lasting professional relationships. In Part 1, she explains why community involvement is one of the most underleveraged growth strategies available to insurance agents.
11/24/2021 · 6 min read
Not all data is equal. Craig breaks down the specific data points that matter most in an insurance agency, how to read them, and — critically — how to turn what you measure into action.
11/22/2021 · 5 min read
If you're making decisions about your agency based on gut feeling and approximate memory, you're operating blind. Jason makes the case for building a measurement culture that turns vague intuitions into actionable data.
11/19/2021 · 6 min read
Ricky and Craig dig into the structural elements that make realtor-insurance partnerships last — consistent communication, mutual referrals, and the specific behaviors that turn a contact into a genuine business alliance.
11/17/2021 · 5 min read
Real estate agents and insurance agents are serving the same clients at the most financially significant moment of their lives. Ricky explains why the crossover is more natural than most agents realize — and how to build it intentionally.
11/15/2021 · 5 min read
Agents who know exactly why they're building their agency make better decisions under pressure, stay consistent longer, and recover faster from setbacks. Craig unpacks why purpose isn't a soft topic — it's a business fundamental.
11/11/2021 · 5 min read
Part 1 was about getting lender relationships started the right way. Part 2 is about keeping them — the specific habits, communication strategies, and partnership structures that turn a one-time referral into a years-long pipeline.