Best Insurance Producer Coaching Podcasts (2024)

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

14h 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

3d 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

18d 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

20d ago35:52

35:52

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 and career uncertainty, t…

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

23d 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

24d 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

25d 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

26d 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

29d 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

1M 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

1M 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

1M 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

1M 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

2M ago49:24

49:24

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 a masterclass in adaptab…

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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M ago29:41

29:41

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 of success, the resilien…

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

3M 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

3M 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

3M 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

3M 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

4M ago38:43

38:43

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 being diagnosed with can…

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

4M 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…

1
045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator 23:12

4M 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

4M ago24:18

24:18

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 conversation, Harry recounts his…

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

4M 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

4M 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…

1
Fight Deep Fake Videos with a Simple Disclaimer: This is a Genuine Video!_by Joanne Z. Tan_Episode 14, Season 2 8:43

4M ago8:43

8:43

To differentiate Genuine Videos from Deepfakes, start with a simple disclaimer When seeing is not believing, when truth and trust are replaced by falsehood and distrust, the foundation for fact-based decision making is like a rug being pulled out from under our feet. This is a real threat to democracy and civilized societies. What are you waiting f…

1
Oscars 2024 Deserving Winners, Why Oppenheimer is Not the Best_Season 2, Episode 13 5:43

4M ago5:43

5:43

Perhaps both the vastness and complexity of the character J. Robert Oppenheimer, and the subject matter, are simply beyond the grasp of a Hollywood movie. (Hear Joanne Tan explains why.) (Some of the Deserving Winners:) Best Picture: THE ZONE OF INTEREST Poor Things Past Lives And more categories... To read as a blog To watch it as a video © Joanne…

1
A Day In The Life Of A Preeminent Producer 19:14

4M ago19:14

19:14

Today we are discussing how our Preeminent Producer Coaches structure their day to maximize success and production. ... 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 w…

1
042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated 5:15

4M ago5:15

5:15

This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManu…

1
Working with GE Legendary CEO Jack Welch, on corporate reward systems - Interview by Joanne Tan of Steve Kerr_Episode 12, Season 2 1:19:28

4M ago1:19:28

1:19:28

How did Jack Welch lead GE to be the best run company in the world? Dr. Steve Kerr shares inside stories, as the designer and implementor of renowned GE WORKOUT, and other systems and programs for rewarding collaborative behaviors. (Sample gems of wisdom:) “Rewards were the third thing… You have to define it, you have to create the behaviors, after…

1
From Electrician to Elite Insurer: Jay's Journey to the Million Dollar Round Table 30:56

4M ago30:56

30:56

Embark on a transformative sojourn with Jay, a luminary in the life insurance realm, as he narrates the pivotal switch from his electrician's toolkit to the echelons of the Million Dollar Round Table. Our latest episode unveils Jay's odyssey, accentuating the potency of persistence and the monumental impact of mentorship in sculpting a prosperous c…

1
Death-defying Climb of Mt. Aconcagua by Gary Middlemiss: "Interviews of Notables and Influencers" by Joanne Z. Tan_Episode 11, Season 2 1:33:12

4M ago1:33:12

1:33:12

Gary Middlemiss and his friends did a death-defying climb of 23,000 feet to the peak of Mount Aconcagua in Argentina, experiencing the best and the worst in both humanity and nature. – How did he reach the Aconcagua summit at 23,000 feet, in spite of starvation (after food was stolen), delirium, ill-willed guide, near death experience… ? – When his…

1
041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti 20:02

4M ago20:02

20:02

In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They …

1
Alexei Navalny's Roaming Spirit_A Poem by Joanne Z. Tan_Episode 10, Season 2 2:31

4M ago2:31

2:31

"Like a meteor lighting up the Arctic night, no Sun, no days, no twilight. In the remote Russian land, deserted, lifeless, frozen, A noble soul was killed in a cold prison, His light snuffed out at the age of forty seven. ..." To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. =============================================…

1
040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson 44:16

4M ago44:16

44:16

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Res…

1
039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna 4:52

4M ago4:52

4:52

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model des…

1
Super Bowl Best 3 TV Commercials, 2024_Episode 9, Season 2_Joanne Z. Tan_10 Plus Brand 5:30

5M ago5:30

5:30

Here are the top 3 best Super Bowl TV Commercials, 2024, ranked by 10 Plus Brand for the 5th year in a row. We adhere to the same criteria year after year: No celebrities. No religion. No politics. No violence. No vulgarity. To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ===============================================…

1
Rebranding Yourself and Your Company - 4 Tips for Starting a New Career Post Retirement at 60 and above_Episode 8, Season 2_Joanne Z. Tan_10 Plus Brand 10:15

5M ago10:15

10:15

The four steps here are a self-guide for rebranding “retired” executives seeking to start a business or reinvent themselves: - Is growing a business, or starting a new career the right thing for you? - To what extent do you want to work during retirement? - What does “success” or “failure” mean to you? - Where to start? If you are one of the gray-h…

1
038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman 22:06

5M ago22:06

22:06

In this episode, I have the pleasure of hosting Tina Pittman, the author of "Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management." Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a gu…

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