Expanding into Benefits

Agency Nation Radio

On this edition of Agency Nation Radio podcast, guest host Bob Fee, President, Fee Insurance, Kansas and immediate past chair of the Big “I” is joined by Kathy Conley-Jones LUTCF, Chief Insurance Strategist, Williamson Financial Management Group in St. Louis. She also founded The Conley Financial Group, a multi-line insurance and employee benefits firm that provides holistic insurance solutions to its clients. They share their backgrounds in benefits and provide strategies and tips for agencies considering expanding their service as a trusted advisor. Find out how to get started, markets to consider, income potential, and staffing. “I think it’s so important that our independent agents start to expand and see themselves in a different light because most of your clients are hoping that you will,” says Kathy. Tune in today and take note of actionable strategies to help you enhance your agency’s service profile. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit https://www.iamagazine.com/podcasts. Bob Fee, President, Fee Insurance, Kansas Immediate past chair, Big “I” Bob currently has a benefits team of 4 and some unique obstacles in Kansas. The agency is actively working to expand into the benefits space even further. https://www.feeinsurance.com/bob https://www.linkedin.com/in/bob-fee-8289488/ Kathy Conley-Jones LUTCF, Chief Insurance Strategist, Williamson Financial Management Group, St. Louis Founder of The Conley Financial Group, a multi-line insurance and employee benefits firm that provides holistic insurance solutions to their clientele https://www.williamsonfinancial-mg.com/Kathy-Conley-Jones,-LUTCF.e1177836.htm https://www.linkedin.com/in/kathy-conley-jones-lutcf-47886b3/