Best Insurance Producer Coaching Podcasts (2024)

1
Break Through Barriers in Our Own Minds - a true story_Season 2, Episode 34 12:16

4d ago12:16

12:16

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…

1
High Sierra Adventure True Stories, Part 1 of 3 - Joanne Z. Tan, Season 2, Episode 33 14:33

12d ago14:33

14:33

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 …

1
062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth 20:27

13d ago20:27

20:27

In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…

1
061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab 32:38

19d ago32:38

32:38

In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…

1
Transforming Challenges into Triumphs: Tommy Dieter's Story 37:00

19d ago37:00

37:00

Send us a Text Message. Unlock the secrets to career advancement and personal growth with Tommy Dieter from Prudential Insurance. Discover how persistence, consistency, and authentic relationships can propel your career in the financial industry. Tommy's rise from internal wholesaler to Regional Vice President is filled with valuable insights, incl…

1
060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success 30:29

27d ago30:29

30:29

In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…

1
Part 3 of 3-pt Interview of Tani: SCOTUS Ethics Rules,Term Limits, Rank Choice Voting, Democracy_Episode 32, Season 2 31:42

1M ago31:42

31:42

"The ramifications and consequences of the US Supreme Court's decision on Presidential Immunity will be long lasting," said former Chief Justice of CA Supreme Court Tani Cantil-Sakauye, currently the President of PPIC (Public Policy Institute of California), in the 3rd and last part of the interview with Joanne Z. Tan, where she discussed Rank Choi…

1
Part 2 of 3: The Golden State is Losing its Shine - What Are the Problems with California Economy?_Episode 31, Season 2 50:52

1M ago50:52

50:52

Is the Sun setting on California? Is the Golden State losing its shine? Drought, aging population, declining immigration, budget deficits, high cost of living, homelessness, exodus of families and businesses, brain drain, obsolete labor laws, upcoming AI legislations and taxes ... hear fact-based insights from the President of PPIC (Public Policy I…

1
Part 1 of 3: Only in America: The personal journey of former Chief Justice of CA Supreme Court; How to be a critical thinker?_Interview by Joanne Tan_Episode 30, Season 2 31:20

1M ago31:20

31:20

Get inspired from the personal journey of the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, who was also the former Chief Justice of CA Supreme Court for 11 years. Learn why critical thinking is so important today, and hear Tani's other insights shared with Joanne Z. Tan, host and producer of "Interview of Notables …

1
Save US Democracy: Voters have more choices than two-party candidates with Rank Choice Voting - Excerpt from Interview of Former Chief Justice of CA Supreme Court _ Episode 29, Season 2 4:12

1M ago4:12

4:12

The 2024 Presidential Election is revealing the limitations and flaws in the US two-party system. The framers of the US Constitution never specified that there would be just two political parties. Many current democracies in other countries have a parliamentary system with multiple parties and more diverse voices. Rank Choice Voting, as already ado…

1
059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders 30:58

1M ago30:58

30:58

In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…

1
US Supreme Court Justices Term Limits and Ethics Rules: Interview Excerpt of Former Chief Justice of CA Supreme Court_by Joanne Tan_Episode 28, Season 2 9:00

1M ago9:00

9:00

Why are the STATE supreme court justices subject to ethics rules, while the US supreme court justices are NOT? Who should hold SCOTUS accountable? What does it take to have age-based term limits for SCOTUS, PROTUS, members of US Congress and Senate, and officials at all levels of the federal government? Hear insights from the President of PPIC (Pub…

1
The Entire Interview of Former CA Supreme Court Chief Justice Tani Cantil-Sakauye, by Joanne Z. Tan_Episode 27, Season 2 1:53:50

2M ago1:53:50

1:53:50

Tani Cantil-Sakauye, former Chief Justice of California Supreme Court for 11 years, and current President of the Public Policy Institute of California, was interviewed by Joanne Z. Tan, host and producer of "Interviews of Notables and Influencers" of 10 Plus Podcast on June 24, 2024. Around 22 questions and answers are presented in three parts: Par…

1
One Billion Tax Dollars for Housing California's Homeless are Missing, said PPIC President in an Interview - Episode 26, Season Two 3:54

1M ago3:54

3:54

At least one billion in tax dollars are unaccounted for, and the money was marked for helping the homeless in California, already disbursed to counties and cities from State Government. Hear the shocking truth from the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, former Chief Justice of CA Supreme Court for 11 year…

1
058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed 41:12

2M ago41:12

41:12

In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…

1
The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice_Episode 25, Season 2 8:58

2M ago8:58

8:58

There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…

1
057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski 29:45

2M ago29:45

29:45

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …

1
From Accountant to RVP: Tom's Path to Success Through Mindset and Networking 35:52

2M ago35:52

35:52

Send us a Text Message. Join us as we uncover Tom Connelly's remarkable journey from a dissatisfied accountant to a thriving Regional Vice President in financial services. You'll learn how Tom discovered wholesaling through a serendipitous introduction by his girlfriend's father and overcame significant challenges, including a substantial pay cut a…

1
What jobs will be substantially replaced by AI? - Pt. 2 of 2, Summary of GenAI Summit, SF_Joanne Z. Tan_Episode 24, Season 2 6:20

2M ago6:20

6:20

Joanne Tan, AI Experience Design (AIXD) consultant for UX, CX, CSAT, explains the latest Gen AI job and data opportunities and losses.(Continued from Pt. 1 of 2.)What is the difference between an AI Co-pilot and an AI Agent?What jobs will be substantially replaced by GenerativeAI?Data protection and Data Use: land grab or monetize what data?When AI…

1
Where is GenAI going? How Fast? - A Summary of a 3-day GenAI Summit in San Francisco, Part 1 of 2_Episode 23, Season 2_Joanne Z. Tan 5:30

2M ago5:30

5:30

Where Is Generative AI heading? How fast? How long will it take to overcome bottlenecks & obstacles? What is the difference between an AI Co-pilot and an AI Agent?AI Jargon for “Non-Nerds” and AI Newbies To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in …

1
056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein 31:00

2M ago31:00

31:00

In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…

1
055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark 33:06

2M ago33:06

33:06

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …

1
When To Say "No" To An Opportunity 18:01

3M ago18:01

18:01

In today's episode of The Preeminent Producer Podcast, we are talking about when to say "no" to an opportunity. Let's dive in! ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and create a fulfilling career? Then welcome to The Preeminent Producer Podc…

1
Dealing With Challenges As An Insurance Producer 18:36

3M ago18:36

18:36

Today we hear from Christian Wirght about challenges he faces early in his insurance career and how we overcame them and went on to become a Preeminent Producer. ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and create a fulfilling career? Then welc…

1
Steve Jobs' Secret Sauce for Turning a Startup into Apple: 3 Elements of a Unicorn_Joanne Z. Tan_Episode 22, Season 2 10:55

3M ago10:55

10:55

Vision, Brand Focus, Experience Design are Steve Jobs’ secret sauce for growing a garage startup into Apple, and they are the 3 Elements of an AI Unicorn no matter what products or services. Steve Jobs did it right by STARTING with user journey and user experience at the very beginning, from day one, BEFORE making any products, BEFORE engineering, …

1
A message for entrepreneurs: Just Do It! _ by Joanne Z. Tan_Episode 21, Season 2 4:02

3M ago4:02

4:02

Many entrepreneurs hold themselves back with fear, complacency or over thinking rather than taking action. Success comes from embracing imperfection and taking calculated risks to achieve personal and entrepreneurial growth, per Joanne Z. Tan. To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ===============================…

1
054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko 25:26

3M ago25:26

25:26

In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understandi…

1
From Pre-Med to Financial Maestro: Nick's Dramatic Career Leap into Sales Success 49:24

3M ago49:24

49:24

Send us a Text Message. When a would-be doctor trades his stethoscope for a financial ledger, you know there's a story worth hearing. Nick Sakaleros, regional vice president at Midland National, joins us to recount his dramatic career pivot that led him to the world of financial services—a move all spurred by a mentor's pivotal advice. His tale is …

1
053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden 28:42

3M ago28:42

28:42

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…

1
Brand Loyalty - how to earn it and keep it_Part 1 of 2_by Joanne Z. Tan_Episode 20, Season 2 5:33

3M ago5:33

5:33

Earning loyal and devoted customers or followers is hard work. Even harder is keeping their long term loyalty.When your customers buy repeatedly and exclusively from you, over the long term, you have earned their brand loyalty based on faith and trust, which is the ultimate testament to your accomplishment, whether you offer products or services. T…

1
052: [Author Interview] The Tax-Smart Retiree with Phil Putney 26:30

3M ago26:30

26:30

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…

1
051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast 3:27

4M ago3:27

3:27

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…

1
050: Efficient Estate Settlements with Josh Yager 31:02

4M ago31:02

31:02

In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From…

1
049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice 27:51

4M ago27:51

27:51

In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…

1
Why a Brand Audit Can Save a Company, and What, When, and How?_by Joanne Tan_Episode 19, Season 2 10:42

4M ago10:42

10:42

An out-of-touch brand is a weak brand that soon leads to decreased sales and a shrinking market share. A disconnected brand threatens your business survival. If your brand is starting to feel stale and irrelevant, it may be too little, too late if you wait until your sales are going down to start a comprehensive brand audit. Doing the audit takes t…

1
048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham 26:00

4M ago26:00

26:00

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…

1
Lessons Learned When Starting Out As An Insurance Producer 19:56

4M ago19:56

19:56

Today we hear from Matt Starkey about his journey when starting out as an Insurance Producer. ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and create a fulfilling career? Then welcome to The Preeminent Producer Podcast! Each week, we'll be tackling…

1
Natural Language Processing and LLM: They are as Dumb or Intelligent as Your LANGUAGE_by Joanne Z. Tan_Episode 18, Season 2 2:58

5M ago2:58

2:58

AI is as dumb or smart as human's command of language instruction, since NLP (natural language processing) & LLM (large language model) depend on data, and data is input with human language. To improve AI's level of intelligence, we humans must improve our command of language and thinking. How to do that? To read as a blog To watch it as a video © …

1
Brand Culture and Workplace Culture: How to grow an organization of ANY size_Joanne Tan_Episode 17, Season 2 15:07

5M ago15:07

15:07

What did Golden State Warriors and Seattle Seahawks coaches do right about creating a culture? How can brand culture be used to catalyze workplace culture, to increase loyalty, productivity, customer acquisition, and profits? To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ==============================================…

1
From Maître D' to Medicare Mogul: James Blumetti's Journey to Entrepreneurial Success 29:41

5M ago29:41

29:41

Send us a Text Message. James Blumetti's rags-to-riches story will ignite your entrepreneurial spirit as he takes us through his ascent from restaurant maître d' to Medicare mogul. When a blind date turned into a career pivot, James discovered the grit required to sell life insurance one knock at a time. This episode unpacks his relentless pursuit …

1
047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan 23:28

5M ago23:28

23:28

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…

1
Finding Your Why When It Comes To Producing As A Preeminent Producer 17:22

5M ago17:22

17:22

Today we are going to be hearing from Rick Gregson as he shares about a time as a single parent and needing to produce and build his book of business. This is all about getting clear on your WHY. ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and cre…

1
046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett 27:23

5M ago27:23

27:23

In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …

1
"From Tangle to Tango" - a short poem about AI and humanity, by Joanne Z. Tan_Episode 16, Season 2 2:12

5M ago2:12

2:12

This is a poem about the future of AI and humanity, written by Joanne Z. Tan, NOT by AI. To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in the loop, subscribe to our Newsletter - Download free Ebook Please don't forget to like it, comment, or better, …

1
A Financial Advisor's Perspective on Health and Professional Balance 38:43

5M ago38:43

38:43

Send us a Text Message. When faced with a cancer diagnosis, Nelson took a road less traveled, bravely side-stepping conventional treatments in search of healing's true source. His narrative weaves through the possibilities of what might happen if we dared to question the status quo. In our latest episode, he opens up about his transformation after …

1
What Is AI Experience Design (AIXD)? Why AI Voice and IVR are Driving Customers Nuts? _ Joanne Tan_Episode 15, Season 2 13:56

5M ago13:56

13:56

Saving cost at the expense of customer frustration is a losing game, even for an iconic brand. The problem in AI experience design (AIXD) is the culprit for bad customer experience everywhere: too many customers cannot get a live agent to answer their simple questions, after calling and “talking” to an AI voice used on IVR (interactive voice respon…

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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator 23:12

5M ago23:12

23:12

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisf…

1
Harry Abrahamsen's Blueprint for Thriving in Financial Advising 24:18

5M ago24:18

24:18

Send us a Text Message. Ever wondered how to navigate the complexities of financial advising or carve out a successful career within it? Let the sage advice of Harry Abrahamsen, a luminary in finance and the esteemed author of "Money Rules," steer your ship through the stormy seas of personal finance and professional growth. In an intimate conversa…

1
044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini 5:11

5M ago5:11

5:11

Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a li…

1
043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini 26:27

5M ago26:27

26:27

In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and fina…

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Insurance Producer Coaching Podcasts

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