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09/11/2023 · 5 min read
When Craig and Jason finally sat down together after a long stretch apart, they agreed on one thing: the urge to control everything is the single most common and most costly mistake in insurance agency leadership.
09/06/2023 · 6 min read
Dr. Nicole Price's practical empathy framework gives insurance agency owners a concrete path to developing the leadership skill that most directly impacts team retention, client loyalty, and agency culture. Part 2 of 2.
09/04/2023 · 6 min read
Dr. Nicole Price traded an engineering career for a mission to teach leaders how to lead with empathy — and her framework is reshaping how insurance agency owners think about team performance and client trust. Part 1 of 2.
08/09/2023 · 5 min read
Most agencies have core values on a poster and a completely different set of values operating in practice. Closing that gap is the difference between principles that transform your agency and principles that just waste wall space.
08/07/2023 · 5 min read
A clearly defined agency purpose isn't a nice-to-have for your website's About page. It's the single most powerful tool for attracting aligned clients, retaining A-players, and making every decision faster.
08/02/2023 · 5 min read
Ego is the silent growth killer in most insurance agencies. The 'my way or the highway' mindset doesn't just frustrate your team — it structurally prevents the 5 Ps from ever taking root.
06/21/2023 · 5 min read
The six traits that separate exceptional insurance agency leaders from average ones aren't personality gifts — they're learnable behaviors. Attitude, empathy, work ethic, coachability, self-control, and energy.
06/07/2023 · 5 min read
Seth Godin's 'The Dip' holds the key to one of the hardest decisions in business: knowing when persistence is a virtue and when it's just stubbornness with a better story.
05/29/2023 · 5 min read
No commission check compensates for a broken marriage or kids who barely know you. Jason Feltman challenges insurance agency owners to redefine what success actually means before it's too late.
05/24/2023 · 5 min read
Jason Feltman ran a multimillion-dollar sales team and extracted five lessons most managers learn too late. These aren't motivational platitudes — they're operational truths that change how you lead.
05/22/2023 · 5 min read
The final episode in the scaling trilogy: how Craig Pretzinger breaks down big agency goals into executable pieces, communicates them to his team, and builds the momentum that makes scaling feel inevitable.
05/17/2023 · 5 min read
Part 2 of the agency scaling series goes deeper into team dynamics: the communication habits, cultural norms, and environment-setting decisions that separate thriving agencies from chaotic ones.
04/26/2023 · 5 min read
The gap between a struggling agency and a thriving one is almost always a leadership gap. These three traits separate the owners who build lasting businesses from the ones who stay stuck.
09/14/2022 · 5 min read
Study the top-performing insurance agencies long enough and three qualities emerge every single time — not as nice-to-haves, but as structural necessities. Your agency either has them or it doesn't.
08/10/2022 · 5 min read
Pamela De La Cruz reveals the specific practices her team uses to sustain high energy through rejection-heavy dialing stretches and the culture shifts that transformed her producers' resilience — Part 2.
08/08/2022 · 5 min read
Pamela De La Cruz didn't optimize her way to a thriving agency. She elevated her energy — and discovered that everything else followed. Here's the story behind the shift — Part 1.
07/27/2022 · 5 min read
Bryan Taylor reveals the specific practices he uses to maintain a positive agency culture through tough months, how he handles underperformers, and why his team stays bought-in when other agencies fall apart — Part 2.
07/25/2022 · 4 min read
Bryan Taylor built his agency culture around deliberate positivity — and the retention, morale, and production numbers show it's not soft stuff. It's a real competitive advantage — Part 1.
03/28/2022 · 5 min read
The identity crisis is real: are you a salesperson who owns a business, or a business owner who sells? The answer to that question shapes every major decision you make. This SOLO Playbook episode is about getting clarity on who you are and what that means for how you run your agency.
11/08/2021 · 7 min read
Urgency is one of the most misunderstood forces in agency management. Most agents either manufacture it artificially — creating pressure that clients resent — or fail to create it at all, leaving deals and decisions in endless limbo. This episode is about building real urgency that serves clients and moves agencies forward.