Agency Nation is the leading digital publication helping insurance professionals dominate marketing, sales and technology in the modern marketplace.
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Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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Do you get overwhelmed with insurance policies? Are you interested in learning about the different types of insurance? On the show, RiskProNet starts the conversation about insurance and risk management. RiskProNet is a network of independent insurance agencies who serve individuals and corporations with extensive industry knowledge. Follow the show to get an in-depth look at insurance and risk assessment. If you want to learn more about RiskProNet, visit their website at riskpronet.com.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Welcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
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I’m Beaux Pilgrim - Welcome to Reed Insurance! This channel will teach you about all things insurance - from company reviews, secrets about the insurance industry, homeowners insurance to renters, auto insurance, business policies, general insurance claims, different coverage options, and how to prepare for emergency situations like floods, earthquakes, roof damage, bodily injury, and more. Need insurance coverage? Looking for a reliable insurance plan at a great rate? Learn more about how w ...
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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Looking for answers on how to make it happen? Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won insights and proven strategies. You're here just in ...
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Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently. ...
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Welcome to Buttoned Up, the show that is full of pro insights and wisdom to button up your agency, team, and family life. On this shared journey, Daniel Seong will explore specific and real-world subjects, so you and he can gain practical and actionable tips to navigate our careers better. Daniel's goal is to inspire and fuel you by tailoring a fabric of knowledge, passion, and fun, creating some memorable moments that will leave an everlasting impact on your life.
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Way back in 1991, Eddie Price, an entrepreneur by nature, started his own insurance agency, Carolina Insurance, in the small town of Forest City, NC. As the agency grew, Eddie realized that if he was going to continue to grow and service customers the way they deserved to be serviced, he would need to move from the world of paper to the world of technology. He would probably need an agency management system. He decided what he wanted in a system and off he went . . . exploring all the system ...
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On The Brand Manual, two creative agency owners sit down with people who make brand-identity and marketing decisions for companies every day. They pop the hood to find out how these successful businesses are getting the most horsepower for their message and vision for where they’re heading. For fans of “How I Built This”
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In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
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https://www10plusbrand.com https://www.10PlusProfile.com 1-888-288-4533 Sign up for 10 Plus Brand’s Newsletter: https://10plusbrand.substack.com/embed 10 Plus Brand’s Youtube: https://www.youtube.com/@10plusbrand 10 Plus Brand Inc.’s founder, CEO Joanne Z. Tan started the first episode of #10PlusPodcast on July 5, 2019. Since then, we have produced hundreds of episodes on brand building and digital marketing tips, which are always thought provoking and cutting edge, as well as in-depth Inter ...
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Elizabeth Mahusay is passionate about thought transformation. Through her writing, speaking, and accountability groups, she helps individuals and organizations identify the foundational thoughts that form the basis of their beliefs, reject those that have a negative impact, and replace them with thoughts that lead to personal as well as organizational change.
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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Darren Cabral is a Canadian entrepreneur and the CEO of digital marketing agency Suits Social Inc. His personal goal is to reach 100-Million people and help them drive attention to their ideas and their business, and build the life they deserve in the process. It’s his belief that the biggest threat to your success is obscurity. No matter how great your idea, your vision, and your intentions, you can’t help anyone if nobody knows you exist. That’s why you need a blueprint to success. Join Da ...
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Influencers in the home care industry, Kelly Adams and Nicole Haney, connect with other successful home care owners and businesses that support success in home care. As Action Leaders, they’ve built the level of success they hope to inspire other home care owners toward.
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As we begin to move into the final months of the year, there’s plenty to keep an eye on as it relates to our money and retirement. In this episode, Craig and Jennifer discuss the current financial trends as we approach Labor Day and what they mean to planning. We’ll give our thoughts on the volatility in the market, touching on the all-time high of…
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1
The Catalysts Behind Insurance Agency Growth with Caleb Cramer
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Growing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a pro…
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1
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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1
What are some common pitfalls to avoid when implementing a TeleFunnel | The Insurance Dudes
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Shoot Us A Message! Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you. G…
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1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 2
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In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild continues his conversation with Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. Brad discusses the impact of their Business Assurance Associates program, how they effi…
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1
#85 A Dream Realized: How Envisioning, Planning, and Seeking Support Led to My Best-Seller Status
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Welcome to a special episode of Thinking That Matters! Whether this is the first time you’re joining me or you’ve been part of this journey for the last few years! I’m excited to share a milestone that’s close to my heart—a dream realized. In this episode, I’m reflecting on the powerful principles that helped me achieve best-seller status for my bo…
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1
Market Minutes Recap - Market Update (Perspectives on the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call)
20:27
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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1
Episode 8: What Are The Main Provisions Of Workers Compensation Coverage In Arizona?
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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1
What Are The Main Provisions Of Workers Compensation Coverage In Arizona?
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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1
How Does Technology Integrate with Human Touch in TELEFUNNEL SYSTEM | The Insurance Dudes
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Shoot Us A Message! Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolve…
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Uncomplicating Workers Comp with the NCCI
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In this episode of Agency Nation Radio, host Nancy Germond, Big “I" executive director of risk management and education, dives deep into the world of workers compensation with Lisa Alea, senior product manager at the National Council on Compensation Insurance (NCCI). The NCCI recently marked its 100th anniversary. During this time, it has supported…
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The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailore…
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1
Exploring Alternative Investments and Building a Long Term Vision - Replay
16:40
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In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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What's the role of dialing specialists in a TeleFunnel | The Insurance Dudes
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Shoot Us A Message! In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters…
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#84 Finding Unlimited Opportunities Through a Shift in Perspective with Patricia Gomez Pimentel
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What would you do if you realized you’d hit the ceiling of your potential in your home country? Welcome back to another episode of Thinking That Matters! I’m truly excited to introduce you to someone extraordinary today—Patricia Pimentel, a woman who dared to dream beyond the limitations placed on her and embodies the essence of resilience, faith, …
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Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key ...
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
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1
Outsource or In-House: The Telemarketing Dilemma Solved
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Shoot Us A Message! Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shar…
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1
Customer Loyalty & Brand Loyalty Programs for B2B Services in the Age of AI_Joanne Z. Tan _Season 2, Episode 35_Joanne Tan
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In the AI age, decision paralysis can drive customer loyalty, and is an opportunity for developing brand loyalty so long as a brand leads the market. B2B services need to rewards customers with loyalty programs.In the AI age, loyalty rewards and customer experience are the differentiators. AI will level the competitive playing field for many produc…
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Articulating Your Agency's Story with Andy Bassett
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What's your story as an agency? In the insurance and risk advisory world, many stories are the same – come to us for a free quote. That's not a story. Andy Bassett, CEO of Ellerbrock-Norris, joins the show to talk about his firm's story, and how their "Protect Your Purpose" tagline has resonated since they've rolled it out over a year ago. Whether …
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Why Bonds Should Be Part of Your Retirement Portfolio
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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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1
Understanding the Dunning-Kruger Effect for Insurance Success
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Shoot Us A Message! Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding lig…
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#83 Recognizing Burnout, Building Mental Resilience, and Embracing Lasting Success with Lisa Hammett
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Welcome to another insightful episode of Thinking That Matters. Today, I'm thrilled to introduce you to someone who has not only been a professional acquaintance but also a longtime friend, Lisa Hammett. Lisa is a powerhouse- a certified Positive Intelligence (PQ) coach, a mental fitness expert, a transformational speaker, and an author of a bestse…
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1
Market Minutes Recap - Market Update (Perspectives on the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call)
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
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1
Making Smart Decisions with Insurance Lead Generation
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Shoot Us A Message! Craig Pretzinger's journey in the insurance industry has been marked by significant challenges and learning experiences. In the early years of his career, Craig struggled with consistency and faced obstacles in understanding realistic expectations. He invested heavily in innovative yet unproven methods, such as spending six thou…
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1
Drawing Financial Inspiration from Noah’s Ark
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In the ever-changing world of finance, preparing for the unexpected is not just wise—it's essential. In this episode, Craig and Jennifer will explore this very topic, using the timeless story of Noah's Ark as a metaphor for financial planning. We’ll cover financial planning items like investing, diversification, long-term planning, and the role ann…
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1
The Art of the BOR Sales Strategy with Nick Aube
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Insurance sales for years was based on carrier availability and exclusivity. Today, it's much more nuanced – and providing value is the path to winning new business. Which brings us to the BOR – or Broker of Record. Nick Aube, Founder at Producer Systems, joins the show to discuss developing a BOR sales strategy – or a sales strategy based on educa…
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Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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Episode 24: Charting the Course - Mapping the Customer Journey
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In this episode of Licensed to Talk Insurance, Amanda Yaniz and Kelsey Concklin-Ramsey delve into the intricacies of mapping the customer journey. They explore the significance of understanding every touchpoint in the path from prospect to policyholder. Listen in to learn how mapping this journey can unveil opportunities to enhance client experienc…
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#82- Barber Principles: How Cutting My Husband Fred's Flat Top Taught Me Life Lessons
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In today’s episode, I want to take you back to a moment when the world shut down due to the COVID-19 pandemic. One of the unexpected challenges was the closure of barbershops and hair salons, leaving my husband Fred’s flat top in need of a haircut. Now, if you know anything about a flat top, you know it’s got to be precise, and we were weeks into l…
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Break Through Barriers in Our Own Minds - a true story_Season 2, Episode 34
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Achieving mental and psychological break through is best by doing, not just talking: This is a true story that not only helped with a breakthrough to start Joanne Tan's first book, but also taught her that in serving and leading others, we actually have served and empowered oneself.Joanne was asked to volunteer to hold the wood boards for others to…
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1
Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility)
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Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility) In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market volatility and its implications for investors. Our panel shares predictions on earnings season and insights on the f…
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AN Radio: Putting Service in the Spotlight with Ashley Stafford
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On this episode of Agency Nation Radio, we meet Ashley Stafford, insurance advisor, Williams Insurance Agency in Rehoboth Beach, Delaware. Stafford was laid off from a logistics company during the coronavirus pandemic. After a friend posted a vacancy at Williams Insurance Agency, she jumped headfirst into all the opportunities an insurance career h…
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How to Choose Which Business Structure is Best for Your Business
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Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications. - Subscribe to the You and Your Money podcast …
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1
Defining A Diversified Portfolio - Replay
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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Shoot Us A Message! Hey there, Insurance Dudes listeners! Craig here, flying solo for this episode while Jason is out enjoying some quality camping time. In today's show, we're diving into the concept of the telefunnel - the secret sauce that has helped us grow our agencies in a predictable and profitable way. I'll be breaking down exactly what a t…
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#81 Coaching Strategies for Financial Advisors and Wealth Managers
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In this special episode of Thinking That Matters, the tables are turned as my good friend and colleague, Rich Cavaness takes the lead and interviews me, yours truly, Elizabeth Mahussai. In this episode, Rich and I dive into my journey in leadership and business coaching, particularly within the financial advising and wealth management sector. We ta…
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Market Minutes Recap - Market Update (Perspectives on the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index)
21:59
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index. Speakers: Bria…
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1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 1
27:30
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In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild welcomes Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. M3 Agency, a top 100 agency with 400 employees across eight offices, has successfully grown organically throug…
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Retirement is a significant milestone, and with it comes the need to understand Medicare. For many, the transition from employer-provided health insurance to Medicare can be daunting. In this episode of the podcast, Craig and Jennifer dive into the essentials of Medicare to help you get a better understanding of this key piece of retirement plannin…
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High Sierra Adventure True Stories, Part 1 of 3 - Joanne Z. Tan, Season 2, Episode 33
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This is Part 1 of 3 of true adventure stories. (The video and blog versions also show photos taken there). Each Part has heart warming, funny, and adventure stories full of wise lessons.The High Sierras' jagged granite peaks, wild and lush, secluded meadows, pristine, snow-melt creeks and lakes cleanse the souls and refresh the minds and hearts of …
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1
When to Invest Back Into Markets After Interest Rates Are High
7:23
7:23
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7:23
In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question. - Subscribe to the You and Your Money podcast - Foll…
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Settling An Estate As An Executor - Replay
13:26
13:26
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13:26
In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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#80 The Mindset of Building A Powerful Insurance Agency with Rich Cavaness
29:28
29:28
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29:28
How to turn your insurance agency into a thriving business? Today, I'm thrilled to announce our latest podcast episode featuring the incredible Rich Cavaness, a seasoned expert in the insurance industry with over 15 years of experience. Rich has not only started an insurance agency from scratch but has also successfully acquired and doubled the val…
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Market Minutes Recap - Market Update (Perspectives on existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting)
19:11
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment St…
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1
Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2
21:09
21:09
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Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at th…
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Episode 7: What Are The Financial Benefits Of Adding Employment Practices Liability
7:58
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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What Are The Financial Benefits Of Adding Employment Practices Liability To My Business Insurance Package?
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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How to Hire, Train and Find Success with Your New Producer
41:17
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How do you set a new producer or insurance advisor up for success? From selecting a training program, developing internal processes to align the team, and understanding your target market, bringing on new agents or advisors can be difficult. It's a competitive market – and every independent agency is different. Colby Allen, a financial consultant a…
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