Page 8 of 41 · 820 total episodes
11/29/2023 · 7 min read
Turnover is costing insurance agencies more than they realize — and the usual solutions aren't working. Kathleen Quinn Votaw of TalenTrust brings a decade of recruitment expertise to the real problem.
11/27/2023 · 6 min read
Knowing AI matters is step one. Knowing where to start, what to build first, and how to avoid the implementation traps is what separates agencies that succeed with tech from those that stall.
11/22/2023 · 6 min read
Jeff Pedowitz has spent decades at the intersection of technology and business growth. His take on AI's impact on insurance is urgent, practical, and impossible to ignore.
11/20/2023 · 6 min read
The shift from struggling producer to top performer isn't just tactical — it's deeply personal. Gary Cooper's Part 2 reveals the specific inner work that makes lasting performance change possible.
11/15/2023 · 6 min read
Gary Cooper built success the hard way — through adversity, self-doubt, and the strategic use of a mindset most people misunderstand. His story reframes what confidence actually means in insurance sales.
11/13/2023 · 6 min read
A great training event fades in 30 days. A coaching culture compounds forever. Phil Geldart's Part 2 shows you how to build the leadership capacity that makes continuous development the default.
11/08/2023 · 6 min read
PowerPoints and product knowledge quizzes don't build sales skills. Phil Geldart's immersive learning framework is rewriting how the insurance industry develops its people.
11/06/2023 · 6 min read
After you know what you want from an M&A deal, you need to know how to structure it. Bill Snow's Part 2 is the practical guide to getting the deal right — not just getting a deal.
11/01/2023 · 6 min read
Mergers and acquisitions in insurance are accelerating. Bill Snow — author, speaker, and M&A veteran — breaks down the personality-first question every agency owner needs to answer before they sign anything.
10/30/2023 · 6 min read
Great agencies aren't built by great salespeople — they're built by leaders who can replicate themselves. Brendan Keegan's mentorship framework shows you exactly how to do it.
10/25/2023 · 6 min read
Brendan Keegan runs one of the country's largest fleet companies and has a clear-eyed view of risk that most insurance agents never hear from the client side of the table.
10/23/2023 · 5 min read
Robert Greene's first law — Never Outshine the Master — is one of the most misunderstood principles in professional life. Here's how it plays out in the PNC insurance world.
10/18/2023 · 6 min read
Having clarity on who you serve is step one. Andy Neary's Part 2 deep-dive shows how to build the marketing infrastructure that turns that clarity into a steady stream of warm prospects.
10/16/2023 · 6 min read
Demographics tell you who your prospect is. Psychographics tell you why they buy. Insurance veteran Andy Neary explains why the second question is the one that changes everything.
10/11/2023 · 5 min read
Most agencies underperform not because of bad agents but because of blurry standards. Here's how to define and enforce expectations that actually drive elite performance.
10/09/2023 · 6 min read
When leads underperform, the first instinct is to blame the leads. But the real culprits are almost always internal — follow-up failures, poor CRM discipline, emotional detachment from the sale. Here's the full breakdown.
10/04/2023 · 6 min read
Getting millennial producers in the door is only half the challenge. Tony Canas explains what keeps them — and what sends them searching for the exit even when they like their work.
10/02/2023 · 6 min read
Tony Canas — insurance nerd, blogger, and millennial advocate — brings a frank assessment of why the industry struggles to attract young talent and what agencies can do differently starting now. Part 1 of 2.
09/27/2023 · 6 min read
These 5 hiring mistakes show up in agencies of every size and every market. They're predictable, costly, and entirely avoidable — but only if you know what to look for before the offer letter goes out.
09/25/2023 · 5 min read
Great hires don't happen by accident. These 5 specific hiring practices — from structured interviews to values-first screening — are what separate agencies with consistently strong teams from those stuck in a perpetual hiring cycle.