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Our podcast is a bi-weekly show that will be released on the 15th and the last business day of the month. We will add value to our listeners by having expert guests from the insurance agency/coaching arena. We will have insurance agents, coaches, and other sales professionals that will speak on a variety of topics that concern the operations of insurance agencies and other sales organizations.
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Krista Hawkins is the co-founder of Future Legacy Partners. Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional. If you're interested in working with Krista and her…
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Krista Hawkins is the co-founder of Future Legacy Partners. Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional. If you're interested in working with Krista and her…
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Wendy Smith is the co-founder of Future Legacy Partners. Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional. If you're interested in working with Wendy and her tea…
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Wendy Smith is the co-founder of Future Legacy Partners. Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional. If you're interested in working with Wendy and her tea…
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Martina Brugnoni is an insurance agency marketing expert. She brings over a decade of experience in marketing for insurance agencies. We discuss the history of digital marketing and it has evolved, and we spend a lot of time discussing social media platforms and strategies. Martina founded and is the CEO of Uptown Marketing. If you are interested i…
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Amy Christopherson is an emerging superstar in the insurance agency arena. In Part-2 of our conversation, Amy dives into how she maintained her team's cohesiveness during the COVID-19 pandemic. She also shares some of her favorite ways to develop herself. ***SPECIAL ANNOUNCEMENT*** If you are an agent with Alfa Insurance, Farmers, an independent ag…
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Amy Christopherson is an exemplary multiline agent located in Alexandria, Minnesota. In Part-1 of our conversation, Amy dives into how she got her start in the insurance business. She also discusses her team's core principles. I've always been impressed by her leadership, and she really brings it in this episode. ***SPECIAL ANNOUNCEMENT*** If you a…
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Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in our conversation about changing plans through the pandemic. If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsul…
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Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in Part 2 of our conversation about goal-setting and dreaming. Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you. …
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Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our season premiere. Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you. If you are interested in the coaching…
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Our guest in this episode is Nathan Lewis of ApplicantOne. Nathan is a Sr. Recruiting Consultant that helps businesses recruit and hire the right people. If you are interested in working with Nathan, you can email him at nlewis@applicantone.com, or you can call him at 863-248-0848. You can also schedule a consultation with him using this link --> h…
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Tim Lindon has been in the insurance agent coaching business for over 22 years. One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple. He uses simple phrases that make transitioning from one line of business to another easy for tea…
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Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in this classic episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away …
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A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador Travel, as well as ending her first year period ranked nu…
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A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador Travel, as well as ending her first year period ranked nu…
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Edgar Almanzar is a multi-line insurance agent in White Plains, NY. He is consistently among the top 2% of producing agents with the company he represents, and he and his team are not only surviving during COVID, but they are THRIVING. Edgar shares with us how he holds his team accountable, and he also shares his personal experience with COVID-19. …
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Our guest today is Joel Laird. This episode is part 2 of a two-part interview with Joel. Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee. Over the course of his career, Joel has spent a lot of time p…
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Our guest today is Joel Laird. This episode is part 1 of a two-part interview with Joel. Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee. Over the course of his career, Joel has spent a lot of time p…
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This is Part 2 of our conversation with Randy Thompson. Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone. Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50…
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Our guest today is Randy Thompson. Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone. Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50 agents in the countr…
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Ben Mortensen is a multi-line insurance agent in Farmington, NM. Ben has a very unique background in software programming, and he has used his tech know-how to build a transformative tool for his agency. Ben was asking himself a few questions that led to his creation of AgencyX-rays. Those questions were: What is the total revenue I might anticipat…
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Ann Cohan is the founder of The Marvis Center, and she brought a lot of great information to the table in our interview! She has been coaching and training teams since 1992. She's worked across multiple industries, and she was even referred to as the "Guru of Growth" by an executive of one of the largest insurance companies in the nation. She has b…
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Bubba was awesome in part 3 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing Bubba's story. To contact Bubba, you can email him at bubba@bubbamyagent.com. We would love to answer your questions on the Founders' Corner. Please send in your question…
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Bubba was awesome in part 2 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com. We would love to answer your questions on the Founders' Corner. Please send in your questions a…
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Bubba Ruppe absolutely BRINGS IT in part 1 of our conversation today. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com. We would love to answer your questions on the Founders' Corner. Please …
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Tim Lindon has been in the insurance agent coaching business for over 22 years. One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple. He uses simple phrases that make transitioning from one line of business to another easy for tea…
  continue reading
 
Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in part 2 of our interview! He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk aw…
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Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our premiere episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away …
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