Page 34 of 43 · 845 total episodes
08/12/2020 · 7 min read
Frame of Mind Coaching rewires leaders at the belief level, not the behavior level. Kim Ades uses a structured journaling diagnostic to find the thinking that produces stuck results, then deliberately installs a new frame. Skills change nothing if the underlying beliefs still cap the ceiling.
08/07/2020 · 7 min read
Letting go of ego is the producer-to-leader transition every agency owner has to make. Stop closing deals your team could close, stop rescuing every process failure, ask for help visibly, and let decisions get made without you in the room.
08/05/2020 · 7 min read
Winning final expense takes deep product knowledge, empathy over urgency, systematic follow-up, and a referral-led lead mix. Face amounts run $5,000 to $25,000. Seniors price-shop less when trust is real. Disciplined producers build the most stable books in life insurance.
08/03/2020 · 6 min read
Agencies plateau when they optimize a model with a fixed ceiling instead of questioning the model itself. Question your defaults, import ideas from outside insurance, run small experiments, and learn from failures faster than successes. In a market moving this quickly, staying with the same playbook is not neutral.
07/31/2020 · 6 min read
Self-discovery is the engine of agency growth. Build an accurate operator map of yourself in three areas: how you handle uncertainty, what you actually want the agency to be, and where your confidence is real versus performed. That map raises the ceiling.
07/29/2020 · 6 min read
Before posting on social media, learn how each platform actually works: post native content, understand engagement velocity, and target a specific audience instead of broadcasting. Observe each platform as a consumer for 30 minutes, study top accounts in your niche, then create.
07/27/2020 · 7 min read
Overcome fear in insurance by deciding in advance that you'll move anyway, not by trying to feel fearless. Build the mindset on three things: clarity of purpose, a documented track record of pushing through, and a short window between awareness and action.
07/22/2020 · 6 min read
Bryan Falchuk sees insurance reshaping around agents who update their identity from salesperson to trusted advisor faster than the market moves. Survivors close knowledge gaps with curiosity instead of defensiveness, write down what they believe the industry looks like in five years, then build the version of themselves it requires.
07/20/2020 · 7 min read
Insurance is not dead. Disruption is a filter, not a threat. Survivors double down on depth over breadth, get genuinely good at the human stuff, study change before they react, and refuse to participate in the doomsday loop. Mindset is the operating system underneath every system.
07/17/2020 · 6 min read
Most agency problems start with the owner, not the market or the team. Audit your own patterns, communication gaps, enforced standards, and what you have been tolerating. The leader who goes first on self-reflection unlocks every other change.
07/15/2020 · 6 min read
AI is already reshaping underwriting, claims, and customer-facing comparison tools at the carrier level. Build AI literacy now, automate the work that does not require your judgment, and double down on relationships, expertise, and advocacy. Agents competing on price and speed lose to machines.
07/13/2020 · 6 min read
Self-accountability for agency owners is a four-step diagnostic: name the specific result you don't want, trace it back through behavior to decision to belief, identify one measurable behavior change inside your control, then run it for 60 days without negotiating. External conditions are real but they aren't the lever.
07/10/2020 · 6 min read
A coaching culture creates team cohesion through regular developmental one-on-ones, structured skills practice on real client scenarios, specific timely feedback, and peer coaching. The owner gets coached first. Cohesive teams retain clients better, refer more, and keep top producers longer.
07/08/2020 · 6 min read
Randy Thompson runs his captive agency with a coach's operating system: develop people, not just train them; treat clients as diagnostic conversations, not pitches; and break production plateaus by addressing the mindset ceiling, not the market.
07/06/2020 · 7 min read
Unify your team around a vision by saying the mission in one clean sentence, connecting every role to it, building a usable success mantra, making the values visible in daily decisions, and earning buy-in by showing you care. A vision only in the owner's head is private aspiration, not culture.
07/03/2020 · 6 min read
Love your life as an insurance agent by deciding what you want first, then building the agency around it. Operate with deferred happiness off the table, build a business that runs without you, ground yourself against rejection, and treat client relationships as the actual point.
06/29/2020 · 6 min read
Laura Harris has run a family Allstate agency in Corpus Christi for 25 years by treating process as a retention tool. Documented procedures, a deliberate 30-day onboarding, and strict role clarity between family and business make the operation work whether she is in the office or not.
06/26/2020 · 6 min read
Elite retirement and life planning is diagnostic, not transactional. Address decumulation risk (sequence of returns, longevity, healthcare), use life insurance as a planning tool not a standalone product, and serve clients across multi-decade life stages. Top 1% production follows.
06/24/2020 · 6 min read
Get time back by automating client communication sequences, lead nurture, and internal workflows, then giving staff clear authority over outcomes instead of routing every decision through you. Remote work rewards the agencies that built operational clarity and exposes the ones running on presence.
06/22/2020 · 6 min read
Brad Lea built Lightspeed VT and a billionaire network by treating sales as service and value creation as the real job. For agents: fix belief in the product and the close handles itself, build skill development as an ongoing function (not one-time onboarding), and answer who this business is for.
