Page 41 of 43 · 845 total episodes
09/06/2019 · 7 min read
Walter Bayliss's three operator rules: mediocrity is the real risk, speed of implementation is the only competitive advantage that compounds, and build assets (book, systems, brand) over hourly income. Audit your week. Less than 20% on asset-building work means you're self-employed, not an owner.
09/04/2019 · 6 min read
Restructure agency pay in four steps: diagnose mismatches between earnings and production, design a base plus commission plus targeted bonus, communicate the why and model the math, then run old and new in parallel for 60 days. Grandfather top producers individually to avoid losing them.
09/02/2019 · 6 min read
Derek Deminski hit 115K Instagram followers by posting short, useful golf tips three to five times a week with local hashtags. Insurance agents can copy this exactly: 30 to 60-second videos explaining coverage gaps, geotagged to your city, posted on a fixed weekly schedule.
08/30/2019 · 7 min read
Sean Kelly's attention playbook for insurance agents: pick one platform where your ideal clients are, post three times a week for 90 days, make every piece educate, entertain, or inspire (not pitch), and respond to every comment inside 24 hours. Pattern interruption plus consistency beats virality every time.
08/28/2019 · 6 min read
The Wall of Protection is a four-layer policy review framework: liability foundation, property walls, umbrella roof, and life and disability alarm. It redirects rate complaints into coverage conversations, surfaces gaps, drives cross-sell, and turns the client from victim into participant.
08/26/2019 · 6 min read
Trey Lewellen's four-step funnel framework applies straight to insurance: a hook that stops the scroll, a story that builds connection, a specific offer (not 'free quote'), and an automated follow-up machine. Most agencies skip three of the four and wonder why internet leads convert at single digits.
08/23/2019 · 6 min read
Todd Braeger reinvented insurance workflows by automating the decision (not just the action), starting at the biggest bottleneck (usually lead response), and running every automation parallel to the manual process for two weeks before cutover. Never automate the moments that need empathy.
08/21/2019 · 6 min read
Content is a positioning strategy, not a marketing tactic. Insurance agents win by guesting on adjacent-industry podcasts, collaborating across audiences instead of competing, and repurposing every conversation into clips, posts, and emails. The compounding plays out over years, not weeks.
08/19/2019 · 6 min read
Laura Harris built an agency that runs 30 days without her by documenting every process before delegating, surrendering the outcome but not the standard, measuring process adherence (not just revenue), and building cross-training redundancy. Train your team on the system, not on how you do it.
08/13/2019 · 6 min read
Turn cold leads into lifetime clients with Nato Guajardo's relationship marketing system: lead with value not a quote, automate follow-up over 90 days while keeping conversations personal, and measure touchpoints and retention, not just policies sold. 97% of leads aren't ready today, but they buy later if you're still there.
08/06/2019 · 6 min read
Scale-agnostic operator rules from Alex Mehr's $1B portfolio: prove product-market fit with data before spending on marketing, track unit economics by lead, quote, and bind, ship and iterate over plan and perfect, hire for learning velocity, and diversify revenue.
07/30/2019 · 6 min read
Captive agents build to millions in premium by mastering retention, investing in community, and cross-selling every household into multi-policy relationships. New business is one to seven the cost of retention. Treat the agency like a business, leverage the carrier's brand, then decide stay-or-independent on real facts.
07/26/2019 · 5 min read
Stop asking what you need to do and start asking who you need to know. About 70% of an agency owner's task list can be solved faster by the right connection. Build a weekly WHO list of three to five people alongside your to-do list and watch leverage replace grind.
07/23/2019 · 6 min read
Neal Tricarico's sales mastery framework, learned with Tony Robbins and proven at the Chopra Center, built a $2M insurance book on five practices: manage your state before every call, run strategic empathy, use precision language, reframe objections through curiosity, and treat mastery as daily practice.
07/16/2019 · 6 min read
The average agency loses 15 to 20 percent of its book annually to preventable attrition, mostly because nobody followed up between the sale and the renewal. Automation fixes this by making consistent follow-up the default. Automate service workflows as aggressively as sales workflows. That is where retention and profit live.
07/09/2019 · 5 min read
Mindset is the operating system for insurance sales and agency ownership. Shift from outcome attachment to process commitment, reframe every no as data, stop comparing to highlight reels, prioritize sleep and movement, and curate the circle around you. Internal state shows up in external results.
07/03/2019 · 5 min read
Stephanie Hamilton runs multiple mega agencies and identifies five operational non-negotiables: hiring is the most important activity, every process must be documented, sales management and service management require separate leaders, structured communication rhythms replace informal alignment, and retention starts on day one of onboarding.
06/28/2019 · 5 min read
Build a personal brand that sells without a big ad budget by treating every piece of content as an investment, choosing names and language that trigger emotional response, working from abundance not scarcity, and collaborating with adjacent service providers instead of competing with them.
06/25/2019 · 5 min read
Bobby Stocks built a Two Comma Club business on five marketing pillars: surgically specific targeting, offer-first (the ad is the delivery vehicle), relentless testing with fast kills, layered social proof at every funnel stage, and reinvesting profit into education every month. Stop running generic ads; build offers.
06/20/2019 · 5 min read
Austin Moorehead helps insurance agencies convert more leads by automating repetitive follow-up, hitting new internet leads inside five minutes (21x lift), and tracking every touchpoint. Humans handle judgment calls. Machines handle the scaffolding. Start with one sequence, measure it, then layer on the next.
