Shows
The Practical Wealth ShowOnce in a Decade Opportunity: Understanding Preferred Equity with Darin DavisJoin us for an insightful conversation with Darin Davis, Principal at Club Capital, as we explore the intricacies of preferred equity. In this episode, Darin delves into why preferred equity is a once-in-a-decade opportunity, its benefits, and how it can be a game-changer for your investment strategy. Tune in to gain valuable insights and strategies from a leading expert in the field. Don't miss this chance to elevate your financial knowledge! Visit this site to connect with Darin: https://clubcapital.co/practical/ Links and Resources from this Episode https://www.practicalwealthadvisors.com htt...
2024-05-2347 min
Creative CapitalCreative Capital Podcast 355: Real Estate Billionaire's Journey with Darin DavisThis week's episode of the Creative Capital Podcast delves into the real estate landscape of Texas and Florida, shedding light on Darin Davis' transition from rehabbing properties to pursuing new developments amidst market saturation. Through a captivating anecdote, we learn the importance of persistence in clinching profitable real estate deals. He also provides insights into their varied portfolio, encompassing multifamily projects and accommodations tailored for temporary workers. Let's dive in. How to connect with Darin Davis: https://clubcapital.co/cc/ https://clubcapital.co/darin-davis/ https://www.linkedin.com...
2024-04-0540 min
Above The BusinessEpisode 243: Bold Mission with Debra BoblittToday on the podcast, Debra Boblitt joins Bradley to discuss leadership. Deb has a successful career as an insurance/ financial services executive and leader for nearly three decades at State Farm Insurance Companies®. As Senior Vice President, she had a proven track record of increasing revenue and market share, developing dynamic teams, and leading through change. With full P&L responsibilities for a $3 billion market, she improved profit margin by 5.5 percent. Boblitt’s career began as an independent contractor agent. She opened her agency with no accounts and grew it into a thriving business. Then over twenty-four yea...
2023-06-0554 minAbove The BusinessEpisode 242: The Bottom Line - My First EAA million dollar business isn't built on a $10/hr task manager. A $2 million business isn't built on a $20/hr task Manager. There are administrative tasks like managing your in your inbox, putting things on your calendar, scheduling things on your calendar, and running payroll that are not going to move your business forward. So what should you do to successfully bring on an executive assistant and move your business forward.> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-06-0210 minAbove The BusinessEpisode 241: Fireside Chat - How To Forecast with Isaac StuisoIn this episode, hear the financial and business practices Isaac uses to grow his team and agency while creating security for both.> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-3138 minAbove The BusinessEpisode 240: Beyond Rockets with Clark DunnThis week on the podcast, Clark Dunn joins Bradley to discuss marketing. Clark started Beyond Rockets first as a podcast in 2019 as a way to meet and interview local small business owners and share their stories. Fast forward to October of 2020 Clark had been helping out a few business navigate social media while in college and with the business growing officially formed the LLC. for Beyond Rockets. Over the past few years Clark has since graduated from UAH with a Marketing Degree and is running Beyond Rockets a Podcast & Social Media Marketing Agency full-time. He loves working...
2023-05-3039 minAbove The BusinessEpisode 239: The Bottom Line - Inversion ThinkingCharlie Munger's inversion thinking concept is a mental model that involves flipping the perspective of a problem, challenge, or decision-making process. Instead of focusing on what you need to do to achieve an outcome, this technique requires you to consider what you should avoid doing to prevent the undesired outcome. In other words, you start with the end goal in mind and work backward to identify the obstacles that may hinder your progress.Learn how to implement inversion thinking in this episode!> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-2606 minAbove The BusinessEpisode 238: A Tribute to Coach Ann CohanThis special recast is a tribute to the late Ann Cohan. She was one of Bradley’s first business coaches and offered a treasure trove of knowledge on one of our first episodes.Ann Cohan was the President of The Marvis Center, which was founded the firm in 1992 after thirteen years of corporate experience in sales, sales management, and training with both Savin Corporation and Sprint – leading the training and development departments for both organizations. Using her corporate experiences as a base, she created MARVIS which serves clients around the world – from small, local insurance agencies, to Fortune...
2023-05-2445 minAbove The BusinessEpisode 236: The Bottom Line - A-PlayersIn this quick episode, Bradley shares what questions to ask and what answers to look for when identifying A-Players. You'll be able to refine your hiring process for long term hires that get true results with this info - listen now!> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-1909 minAbove The BusinessEpisode 235: Fireside Chat - AI, Presidential Elections, CAOS & Iterating in BusinessBradley, Micah, and David discuss a variety of current topics that are impacting businesses like yours right now. Tune in for this Fireside Chat, packed full of valuable perspective!> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-1743 minAbove The BusinessEpisode 234: We Love Insurance, But We Love People More with Beau VincentThis week on the podcast, Bradley interviews Beau Vincent. Beau has grown from $1 Million to $5 Million in less than 3 years and would like to show others the way. As a leader who values family, service to others and excellence, he pledged to his my strengths in leading others, communication, and coaching others to help leaders achieve their dreams inside and outside of work.Beau Vincent is happily married to his wife of over 14 years and father to three amazing sons! Beau is a former multi-unit leader who has led upwards of 30 locations, over three states, $40 p...
2023-05-1549 minAbove The BusinessEpisode 233: The Bottom Line - The Tipping PointThe Tipping Point is a concept introduced by Malcolm Gladwell in his book of the same name. It refers to the moment when a previously slow-moving change or idea suddenly becomes viral and spreads rapidly.This concept is especially relevant to small businesses, as they often face the challenge of creating momentum and growth while competing against larger, more established companies.Bradley shares how it relates to your business in this episode.> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-1207 minAbove The BusinessEpisode 232: Top Strategies for Auto Acquisition with Chris JonesToday, catch an inside look on this webinar with Chris Jones. Chris Jones has been an agent for 12 years. Starting as a new market agent in 2011, Chris grew his book to over 7000 cars, over 5200 fire policies, and over 14,000 total policies in force. Chris started without experience and had no idea what to do on day one. He has also started a second location with zero customers and successfully grown that book to over 3000 total policies. Before Covid, he traveled at least once per month, speaking to other State Farm agents and providing Mentorship.Chris is now a...
2023-05-1048 minAbove The BusinessEpisode 231: Perform in the Top 1% with Dr. Greg Wells.Today on the podcast, Dr. Greg Wells joins Bradley to discuss health and peak performance - his personal and professional obsessions. Dr. Wells has a Ph.D. in Physiology and serves as a Senior Scientist at the Hospital for Sick Children in Toronto. As a scientist and physiologist, he is focused on making the science of human limits understandable and actionable. To that end he has authored four best-selling books – Superbodies, The Ripple Effect, The Focus Effect and Rest, Refocus, Recharge. He is the CEO and founder of Wells Performance, a g...
2023-05-0848 minAbove The BusinessEpisode 230: The Bottom Line - Desire Vs. DesignDream-boards, goal setting workshops, visualization, pep-talks, speakers, gurus and inspirational quotes seem to be the staple diet of the ambitious person. The underlying message is that humans lack motivation to succeed, or at least need reminding what they are striving for. If these things are valuable, it’s because desire is a key ingredient in success and it must be enhanced and recreated as often as possible.> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-0509 minAbove The BusinessEpisode 229: Fireside Chat - Recruiting A-Players, The Airport Test & What is Your Role?This fireside chat is a look behind the scenes at three business owners discussing business. Bradley, Micah Cannon, and David Munson chat leadership roles, team expectations, how to recruit A-Players, and more in this candid conversation.www.club.capital/podcast> JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY!
2023-05-0335 minAbove The BusinessEpisode 228: Bank On Yourself with Sarry IbrahimToday on the Leadership Podcast, Sarry Ibrahim joins us to discuss how you can Bank On Yourself. Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm...
2023-05-0130 minAbove The BusinessEpisode 224: The Bottom Line - What It Actually TakesBradley shares his thoughts around this truth: What it actually takes to succeed in business is greater than what you think it will take. Hear how to embrace this mindset shift to accomplish more as an owner.The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capi...
2023-04-2108 minAbove The BusinessEpisode 223: Fireside Chat - Tax Minimization Techniques for Insurance Agents (Recast)With tax day wrapped up, you may be looking through your books wondering how to minimize your 2023 taxes. In this episode, tax expert Louise Else at Club Capital - an accounting firm specifically for insurance agents - show you best practices to do just that.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the co...
2023-04-1949 minAbove The BusinessEpisode 221: The Bottom Line - Your Net Worth Is Your NetworkWhen you begin to recognize the assets in your business and your connections, you'll begin to realize just how high your net worth is.Thanks to our sponsors:The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com an...
2023-04-1409 minAbove The BusinessEpisode 219: The Bottom Line - ProximityHere's what a burger, fries, and a group of colleagues showed Bradley about proximity, and what it means for your business. People say “You are the sum of the 5 people closest to you,” all the time. Bradley shares that while that has always resonated with him, it never really caused him to make a change. But a variation of this concept has, and that variation is proximity. Here’s where he saw proximity truly impact his choices in business...The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO service...
2023-04-0710 minAbove The BusinessEpisode 218: Fireside Chat - How To Get Out of Your Own WayA recast from another podcast, Bradley shares how business owners can get out of their own way and find more growth and success.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-04-0557 minAbove The BusinessEpisode 217: Deep Leadership with Jon S. RennieToday on the leadership podcast, Jon S. Rennie joins us to discuss deep leadership. At the end of the day, leadership is all about the people you’re there to lead. Remember, how you get there and who you get there with really does matter. He is a former U.S. Navy Nuclear Submarine Officer who made seven deployments during the end of the Cold War. Jon successfully brings his unique navy leadership experience to the business world. On a submarine crew, officers and sailors work together in cramped spaces and challenging conditions to accomplish complex missions wit...
2023-04-0341 minAbove The BusinessEpisode 216: The Bottom Line - Building At The BeachAs a business owner, you have a vision for how big you want your company to be. Whether it's a $1M business or a $100M empire, the key to achieving that vision is to build the right foundations and structures early on. The beach analogy can help illustrate this concept. Thanks to our sponsors:Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital. Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your a...
2023-03-3109 minAbove The BusinessEpisode 214: How to Be the Leader of Your Own Career with Dr. Benjamin RitterIn this episode, Dr. Benjamin Ritter, founder of Live for Yourself Consulting, joins Bradley to discuss how to Be The Leader of Your Own Career.Dr. Benjamin Ritter is a leadership and career coach, Talent Development Executive, values geek, international speaker, online instructor of the course How to Be the Leader of Your Own Career and Create a Career You Love, and podcaster (The Executive, and The Live for Yourself Revolution), who’s passionate about guiding leaders to be the leader of their own career and create a career they love. With ove...
2023-03-2747 minAbove The BusinessEpisode 213: The Bottom Line - Rembrandt In The AtticHave you ever heard of a “Rembrandt in the Attic”? This phrase refers to a valuable artwork or other collectible item that has been forgotten or overlooked for years, perhaps even sitting in an attic or basement. While it may seem like a far-fetched idea, there have been many instances where a valuable object has been discovered in someone’s home, often after the owner has passed away. In this episode, we’ll explore a few fascinating stories of Rembrandts in the attic. Thanks to our sponsors: The Bottom Line is brought to you b...
2023-03-2408 minAbove The BusinessEpisode 212: Fireside Chat - Top Financial Mistakes with Micah Cannon (Recast)Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make.Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view.Micah shares how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep.This episode is brought to you by Autopilot Recruiting. Autopilot...
2023-03-2237 minAbove The BusinessEpisode 211: Recruit The Best with Steve SuggsToday, Steve is going to teach us the Recruit the Best system with the tools and processes for hiring and coaching sales people. On a daily basis, Steve uses all the tools and processes presented to you today. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell. As a salesperson, sales manager, author of the book, Can They Sell, speaker, trainer and consultant, Steve Suggs has been in the sales trenches for th...
2023-03-2056 minAbove The BusinessEpisode 210: The Bottom Line - Tiny HabitsWhat are the most important habits you can have for life and business? Find out in this quick episode!Here's the Craig Groeschel podcast episode I referenced: https://open.spotify.com/episode/3dwpRXKKBagPAX2yOFbLFy?si=b58568d6c17e4725The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business da...
2023-03-1710 minAbove The BusinessEpisode 209: Fireside Chat - ChatGPT, Onboarding & ERTC with Chris FerrettiWhat role should AI like ChatGPT play in your business? Hear from Chris on this, plus how to maximize your onboarding process. Then, Chris and Bradley discuss what Employee Retention Credit can do for your bottom line in 2023.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-03-1538 minAbove The BusinessEpisode 208: Saving Main Street with Gary RivlinIn this episode, Gary Rivlin joins Bradley to discuss small business ownership; a scrappy, can-do attitude; how little reserves small business owners actually have; and the differences between different areas of the US in policy, economics, and social norms. They agreed that to operate a small business is to always feel the future is precarious. This was true long before the pandemic, but the COVID-19 lockdown brought it home like never before as the crisis shuttered countless restaurants, mom-and-pop storefronts, and local enterprises. Pulitzer Prize-winning investigative reporter Gary Rivlin spent nearly two years in the heart of Am...
2023-03-1346 minAbove The BusinessEpisode 207: The Bottom Line - Relationship MarketingWhat should you spend each month on marketing? What about relationship marketing, customer retention, and referrals? Watch this quick episode to find out!The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code Cl...
2023-03-1007 minAbove The BusinessEpisode 206: Fireside Chat - MBA Level Financials with Louisa ElseClub Capital's general manager, Louisa Else, joins Bradley to discuss MBA Level Financials. This is a great refresher for experienced business owners and essential for those who are newer to business ownership.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-03-0826 minAbove The BusinessEpisode 205: The Simple Way to Inspire Your Team with Dr. David BurkusThis week on the podcast, one of the world’s leading business thinkers, Dr. David Burkus joins us. His forward-thinking ideas and bestselling books are helping leaders and teams do their best work ever. In this episode, they discuss remote work, hybrid teams, purpose, culture, connecting to a deeper meaning in business. He is the bestselling author of four books about business and leadership. His books have won multiple awards and have been translated into dozens of languages. His insights on leadership and teamwork have been featured in the Wall Street Journal, Harvard Business Review, USAToday, Fast Com...
2023-03-0659 minAbove The BusinessEpisode 204: The Bottom Line - There Is Nothing More Powerful...Bradley shares the most powerful thing in business.The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.Ready to grow your book of business? That's Direct Clicks' specialty. Find out...
2023-03-0309 minAbove The BusinessEpisode 203: Fireside Chat - How Your Daily Choices Determine Your Success with Scott Grates (Recast)This episode recast focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done. Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses. We also discuss the importance of storytelling...
2023-03-0153 minAbove The BusinessEpisode 202: True Founder with Marc LafleurIn this episode, Marc Lafleur joins Bradley to discuss lessons in entrepreneurship and his new book, "True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business." They discuss ideas that may be controversial, such as hiring friends. Marc also shared mindset lessons in the face of failure, especially how to have grit to keep going.Building three businesses from the ground up has given Marc Lafleur a deep understanding of what it takes to succeed in today’s competitive business landscape. As the co-founder and former CEO of truLOCAL, he’s bu...
2023-02-2739 minAbove The BusinessEpisode 201: The Bottom Line - Business LegosDid you ever think about how building a business can feel like building a lego set? Legos come in all kinds of varieties. Some of them have 70-80 pieces, but some of them have over 8000. But all of them have a photo of what the completed set will look like. As soon as you pull it out, you see these bags full of unassembled legos. Once you open them up and spread them out, it becomes a big mess.This reminds Bradley of business. When you start a business, you have a picture of a finished product that...
2023-02-2412 minAbove The BusinessEpisode 200: Fireside Chat - How To Manage It All with David Munson (Recast)This week we are sharing one of our favorite episodes with a 3rd Generation Agent, and Co-Founder of Club Capital, David Munson. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019. Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be.Listen up as David explains the systems a...
2023-02-2239 minAbove The BusinessEpisode 199: Uniquely Normal with Matt LesserThis week on the leadership podcast, Matt Lesser joins Bradley to discuss how organizational leaders who prioritize EMPATHY, EMPOWERMENT, and EXCELLENCE can reduce turnover.By understanding what makes each employee tick, Uniquely Normal helps leaders give teams the autonomy and trust they need to make confident decisions. Using practical frameworks Uniquely Normal helps executives tap into the individual needs of each employee, so they can lead each person with a style unique to their personality. With a leadership style that works for them, and an undeniable feeling of trust teams perform at a far higher level than eve...
2023-02-2052 minAbove The BusinessEpisode 198: The Bottom Line - Even ParBradley shares how his love of golf, and his mental relationship with even par, taught him a lot about business. In this episode, learn how you may be hiding challenges and sticking with "good enough" instead of being vulnerable enough with a community that can challenge and encourage you.Thanks to our sponsors:The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be as...
2023-02-1712 minAbove The BusinessEpisode 197: Recast - Agent Spotlight: The Art of Leadership with Joel LairdThis week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience. With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team.Joel realizes that not all days are going to be perfect, but h...
2023-02-1538 minAbove The BusinessEpisode 195: The Bottom Line - StarbucksThese experiences with Starbucks proves that it's not what you do, it's how you do it.The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.Ready to grow your bo...
2023-02-1008 minAbove The BusinessEpisode 194: Fireside Chat - Scaling Your Business with Chris FerrettiBradley and Chris discuss how to grow a business from two employees to a full team, onboarding over 600 clients, and structuring an operation through organization and clarity. This episode is full of powerful, practical business advice!This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-02-0830 minAbove The BusinessEpisode 192: The Bottom Line - Beating The OddsWhat if flights crashed 96% of the time? Would you still fly? Probably not. But did you know that 96% of small businesses never see their 10th birthday? And 90% of businesses don’t even survive their 1st year? These are the odds of business that every entrepreneur tries to beat. In this episode, learn how to beat the odds!Thanks to our sponsors:The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAuto...
2023-02-0316 minAbove The BusinessEpisode 191: Fireside Chat - Sales Mindset with Devin DayDevin Day and Bradley discuss sports, business, sales experiences, and a little bit more about Devin’s experiences behind his work at Club Capital. He shares great insights on how working on sports impacted his approach to business and sales.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-02-0143 minAbove The BusinessEpisode 190: Net Gain Growth with Troy KorsgadenIn today’s episode, Troy Korsgaden joins Bradley to discuss his new book, Net Gain Growth, as well as insights for 2023. His Excitement for the future and changes in the marketplace, tactical role-play, ideology around Technology & AI in business, and his thoughts around the sense of urgency that the team needs to pick up from you made for a great conversation.Troy Korsgaden is a highly sought-after Insurance Carrier Consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and...
2023-01-3045 minAbove The BusinessEpisode 189: The Bathrobe Theory of BusinessHow many times has someone found a technique that works for them, and they encouraged you to do it? We don't subscribe to everyone needing the same technique in business, and here's why.Thanks to our sponsors:The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on yo...
2023-01-2713 minAbove The BusinessEpisode 188: Fireside Chat - How Much Should I Pay Myself?This is a question with many circumstance-dependent answers. Some of the biggest elements that contribute to the answer include the method and cadence of paying yourself. They also discuss different types of business entities, changing how you pay yourself based on your business’ growth and team size, and more.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com...
2023-01-2531 minAbove The BusinessEpisode 187: TodayApp & Vertical Alignment of Goals with Mansour HasanToday on the leadership podcast, Mansour Hasan joins Bradley to discuss sales scripts, the agency software system TodayApp, and the vertical alignment of your goals.Mansour is a founding partner of the agency software system, TODAYAPP which was created to help State Farm agents execute their goals in a more intentional way. This software, which is approved by State Farm corporate, is now used by thousands of agencies nationwide.He began his career with State Farm in October 2005. He was previously in medical sales with Eli Lilly and Johnson & Johnson before becoming a State Farm ag...
2023-01-2344 minAbove The BusinessEpisode 185: Fireside Chat - Managing Debt with Alissa LockeAlissa Locke, aka "Your Money Mama," advises Club Capital clients on their personal finances. In this recast, she and Micah discussed all aspects of debt - how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here: http://www.moneymentorgroup.com/p/mastering-your-debtAlso text "Money" to 571-419-4770 to get the latest updates from Money...
2023-01-1849 minAbove The BusinessEpisode 184: Insurance Sales with Jonhenri BallIn this episode, Jonhenri Ball joins Bradley to discuss his philosophy, convictions, and strategies around insurance sales. One of the key ideas he discussed were creating different marketing campaigns based on the demographics in your business. He also explained his belief that insurance should not be sold as an investment. Finally, he begged the question, "What is your personal philosophy around your services and products?Jonhenri Ball has successfully trained, coached, or mentored insurance agents from obscurity to MDRT and TOP OF THE TABLE production levels.Through his insurance sales training study group we've delivered...
2023-01-1649 minAbove The BusinessEpisode 183: The Bottom Line - Build The PlanAfter you have a blueprint, it’s time to build the plan. What are the things you can have in a plan that actually works? Here are Bradley's 5 steps to building a plan that actually works for your business.Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recr...
2023-01-1312 minAbove The BusinessEpisode 182: Fireside Chat - Profit, Distributions & Taxes with MicahMicah joins Bradley for this episode to chat profit, distribution, and taxes. If you ever wondered what two business owners' conversation about money would be, listen to this.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-01-1125 minAbove The BusinessEpisode 181: Headway with Doug ThorpeIn this episode, Bradley interviews Doug Thorpe, business advisor and executive coach. They discuss the differences between leadership and management, how to balance strengths and weaknesses, and what you cannot delegate as a business owner.Throughout his career, Doug has been a student of effective and inspiring leadership. Numerous senior leadership roles and many different client opportunities have allowed him to gain valuable experiences which he now shares with you. First as Commissioned Army Officer, then as a senior officer of a large and very well-managed regional bank, Doug gained front line leadership experience. Later...
2023-01-0934 minAbove The BusinessEpisode 180: The Bottom Line - BlueprintAs we begin 2023, do you know where you want to be at the end of the year? Here's why you need a blueprint for your business, and how to make one.Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of...
2023-01-0610 minAbove The BusinessEpisode 179: Agents Only Call with David Peterson of Coach P ConsultingGet an exclusive look inside one of Coach P's weekly, agents-only calls!This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2023-01-0446 minAbove The BusinessEpisode 178: The Coffee Bean with Damon WestIn this episode, Bradley interviews former organized crime leader and current keynote speaker, author, and college professor Damon West.Sentenced to sixty-five years in a Texas prison, Damon West once had it all.Damon West, M.S. Criminal Justice, is a college professor, internationally known keynote speaker and Wall Street Journal best-selling author of The Coffee Bean: A Simple Lesson to Create Positive Change, which Forbes’ listed in the “Top Twenty Books You Need to Read to Crush 2020.”His autobiography, The Change Agent: How a Former College QB Sentenced to Life in Prison Transformed His World...
2023-01-0243 minAbove The BusinessEpisode 177: The Bottom Line - 2022 Log of Lessons LearnedBradley keeps track of lessons learned throughout the year. Here are his top seven lessons learned in 2022.Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to...
2022-12-3011 minAbove The BusinessEpisode 176: Fireside Chat - Year End Thank You'sA heartfelt thank you to all the listeners and sponsors for this podcast.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
2022-12-2807 minAbove The BusinessEpisode 175: 2022 Best of the Best EpisodesHere's a look back on the best of the best episodes from 2022, including interviews with David Peterson, Alex Shattuck, Troy Korsgaden. Chris Ronzio, Tom Hegna, Thomas Ntuk, David McKnight, Nathan Jamail, David Allen, Mike Michalowicz, Future Legacy Partners, and Mark Miller.Thanks to our sponsors...Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, onli...
2022-12-2614 minAbove The BusinessEpisode 173: Fireside Chat - Looking Back on 3 Years of the PodcastToday we're looking back on 3 YEARS of the Leadership Podcast! Thanks to incredible listeners like you, we are gearing up for an amazing year 4. By the end of 2022, we will have released 176 episodes total, interviewed over 130 experts, and have over 55,000 all-time podcast downloads! We can't wait to see what 2023 will bring.The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalAutopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that ha...
2022-12-2136 minAbove The BusinessEpisode 172: Breakthrough Leadership Team with Mike GoldmanOn this episode, hear how Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach.Mike believes that you lead people and you manage tasks. He shared the differences between a 12 month forecast and a 3 year vision. He also shared his 3 disciplines of execution, including align around priorities, measure what matters, planning and communication rhythms. You can learn more about Mike's services and get a free download at www.mike-goldman.com/limitl...
2022-12-1947 minAbove The BusinessEpisode 170: Fireside Chat - The Value of Tax Planning with Mariana MenaLearn how to save money on taxes, spend money where it matters, and manage your tax planning using smart strategies from Club Capital team member Mariana Mena.Talk with Club Capital about their accounting services when you get in touch at www.club.capitalSpecial Thanks to Our Sponsors:This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Cl...
2022-12-1430 minAbove The BusinessEpisode 169: The 5 Insurance Guys on Starting 2023 StrongReady for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka "Coach P," Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…> Equip your team.> Acknowledge the previous year’s success.> Don’t freak out when you start at 0.> Use the last two weeks of December to lock and load your Q1 leads, existing client convers...
2022-12-121h 06Above The BusinessEpisode 168: The Bottom Line - What Is Your Marketing and Sales Strategy?Can you easily explain how you generate new leads and close sales? If not, press play!When you think about establishing your business priorities, allocating your time, your scoreboards, and the team you have, you also have to think about your marketing and sales strategy.Remember, marketing drives sales made. While there are endless options for HOW to market, it is important to first define “What is your marketing plan?” If we were to ask you that question, would you be able to outline the ways you market.Then...
2022-12-0912 minAbove The BusinessEpisode 167: Fireside Chat - The Augusta Rule with Chris FerrettiSo what is the Augusta Rule, and why does it matter for your business? Find out in this quick webinar recast with Club Capital operations manager Chris Ferretti!Fireside Chats are brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.Learn more about Club Club capital at www.club.capital
2022-12-0711 minAbove The BusinessEpisode 166: Leadership with Chick-fil-A's Senior VP of High Performance Mark MillerMark Miller joins Bradley to discuss advice for leaders and business owners. Skills matter, but they won’t get you out of quicksand. Choices will. Here are the four main choices you have when your business is feeling stuck:-> Confronting Reality-> Growing Capacity-> Fueling Curiosity-> Creating ChangeHe also shared that margin in your calendar is a leadership discipline.Mark Miller is an international best-selling author, business leader, and communicator. He is a seasoned business professional who worked his way up the ladder from...
2022-12-0553 minAbove The BusinessEpisode 165: The Bottom Line - Who's On Your Team?When you think about who is on your team, you'll begin to see how well your business can do. In this episode, Bradley discusses the true definition of an A-Player.Many of you have different roles, from assistants and marketing to sales acquisition and account management. Each role will have very different definitions of A-Players, so it is important to take time with these definitions. Bradley shares how to do this for your business.Thanks to our sponsors:The Bottom Line is brought to you by Club Capital. Club Capital...
2022-12-0212 minAbove The BusinessEpisode 164: Fireside Chat - Common Cashflow Pitfalls with Peter WidmeyerIn this episode, Club Capital's account manager Peter Widmeyer discusses common cashflow pitfalls and how to avoid them. His five key points included:- The differences between profit and cashflow. (Cashflow is determined by how much money is going in and how much is going out.)- Learn how to be profitable every single month, or how to strategically be in the red for a few months per year.- Learn the difference between growth or scale, and understand your burn rate when you are expanding.
2022-11-3026 minAbove The BusinessEpisode 162: The Bottom Line - Show Me Your ScoreboardHow are you actually keeping score? You have to be able to tell the winners from the losers. In your business, a scoreboard will help you track if you’re pursuing your priority.Often in business, we tend to make everything a priority. This turns a simple, useable scoreboard for the whole team into the equivalent of a Boeing 700 cockpit. Learn how to create effective scoreboards in this quick episode!Thanks to our sponsors:Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for in...
2022-11-2513 minAbove The BusinessEpisode 161: Fireside Chat - The Past, Present & Future of Club Capital with Micah Cannon and David MunsonMicah Cannon and David Munson sit down for a fireside chat with Bradley to discuss how Club Capital was founded, being friends and business partners, growing the company, and what's next for Club Capital.Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalThanks to our sponsors:This episode is brought to you by Autopilot Recruiting. It is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business da...
2022-11-2338 minAbove The BusinessEpisode 160: Unfear with Mark MinukasToday on the leadership podcast, Mark Minukas joins Bradley to discuss workplace culture, developing habits that allow you to get to know your team, and transforming your business.Mark is the Managing Partner at Co-Creation and has been helping organizations transform their business performance for over 15 years now. He is also the author of Unfear: Transform Your Business to Create Breakthrough Performance AND Well-being.His work has taken him around the world and allowed him to explore all kinds of industries – manufacturing, technology, travel and logistics, government, and financial services. What Mark ha...
2022-11-2146 minAbove The BusinessEpisode 159: The Bottom Line - Show Me Your CalendarWhat amount of time can you set aside to plan, think, and assess in your business?When you think about allocating personal calendar time, it’s important to know that hitting all your business priorities don’t rely on you. It comes down to understanding what is needed and who can fill those needs.There are unknowns in your business, a big example being the pandemic or maybe losing a key team member, but it’s important to plan as much as you can within your schedule for your priorities. Learn how in this quick episod...
2022-11-1817 minAbove The BusinessEpisode 158: Fireside Chat - How To Leverage Real Estate to Save Money On TaxesIn this episode we are joined by Dave Barrett from Cost Segregation Services, Inc to talk about Cost Segregation studies - What are they? How do they benefit you? When should you get one? How do you get one? In addition, learn how you can save money on your taxes through real estate!Thanks to our sponsors:This episode is brought to you by Autopilot Recruiting. It is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of...
2022-11-1631 minAbove The BusinessEpisode 157: Social Media Marketing with Nichole Davidson WilliamsonOn this episode, you'll hear from Nichole Davidson Williamson about maximizing your social media marketing. From what channels to use, to how you should use them, and more, learn what will work for your business!Nichole Davidson Williamson is a branding and digital marketing expert currently serving as the Chief Brand Officer at Zilker Media, an Austin-based agency dedicated to building people-driven brands. Nichole oversees and creates digital strategies for Austin-based brands, thought leaders and bestselling national authors. She believes in the power of building a community, and leverages that philosophy with clients to build successful campaigns...
2022-11-1445 minAbove The BusinessEpisode 155: Fireside Chat - Is My Agency Eligible for ERTC?The ERTC is a refundable payroll tax credit for wages paid by an employer whose business is either fully or partially suspended due to a COVID-19 related order or is experiencing at least a 10 percent decline in gross receipts compared to the same calendar quarter of the previous year. Fireside Chat episodes are brought to you by Autopilot Recruiting. Visit www.autopilotrecruiting.com/clubcapital to learn more about their recruiting services, trusted by over 1200 agents.
2022-11-0930 minAbove The BusinessEpisode 154: Small Business, Big Recruiting with Alex ShattuckAre you casting a wide enough net when hiring? Or, are you judging and screening people too quickly? Learn how to have an effective recruiting pipeline to get the important information about candidates so that you can make an information decision.Today on the Leadership Podcast, Alex Shattuck joins Bradley to discuss recruiting practices, how to use CareerPlug effectively, and ways that you can improve your recruiting pipeline.Alex also shared the importance of taking daily action to grow the recruiting pipeline. Most owners will be reactive in their hiring process vs. taking consistent action.
2022-11-0753 minAbove The BusinessEpisode 152: Fireside Chat - Becoming The CFO of Your Business with Micah CannonHear from Micah Cannon, Club Capital partner and COO on how to acquire the right tools in your financial toolbelt. He also shares the importance of looking forward as well as ahead in your business, and how to make big financial decisions.This episode is brought to you by Autopilot Recruiting. Learn more about their recruiting services for insurance agents at www.autopilotrecruiting.com/clubcapital
2022-11-0236 minAbove The BusinessEpisode 151: SweetProcess with Owen McGab EnaohwoThis week on the Leadership Podcast, Owen McGab Enaohwo joins Bradley to discuss business processes. Owen is the CEO and Co-Founder of SweetProcess, an easy-to-use software that enables company executives and their employees to collaborate together to quickly document and/or improve their standard operating procedures, processes and policies. In this episode, he shares with Bradley how documenting processes can be transformative for a business.Tired of being the Bottleneck in your business? Stop Doing it All Yourself. Document all those repetitive tasks that eat up your precious time, so you can grow your team and grow yo...
2022-10-3139 min
ClubCapital20 de junio. Estanislao de la Mata - Sixt Rent a CarAudio del programa Entre Socios del lunes 06 de Junio de 2016. En este programa entrevistamos a Estanislao de la Mata, Director General de Sixt Rent a Car.
2016-06-2220 min
ClubCapital13 de junio. Rocío Carrascosa - AlphabetAudio del programa Entre Socios del lunes 06 de Junio de 2016. En este programa entrevistamos a Rocío Carrascosa, de Alphabet
2016-06-1625 min
ClubCapital06 de junio. Juan Acedo - UrbasAudio del programa Entre Socios del lunes 06 de Junio de 2016. En este programa entrevistamos a Juan Acedo, Consejero Delegado de Urbas.
2016-06-0919 min
ClubCapital30 de mayo. Jose María Azcárate - Strategy Big DataAudio del programa Entre Socios del lunes 30 de Mayo de 2016. En este programa entrevistamos a Jose Jose María Azcárate de Strategy Big Data.
2016-05-3121 min
ClubCapital23 de mayo. Nuria Trío, María Treviño - Amundi IberiaAudio del programa Entre Socios del lunes 23 de Mayo de 2016. En este programa entrevistamos a Nuria Trío y María Treviño, de Amundi Iberia.
2016-05-2424 min
ClubCapital09 de mayo. Borja Ortega - JLLAudio del programa Entre Socios del lunes 9 de Mayo de 2016. En este programa entrevistamos a Borja Ortega, Director de Capital Market de JLL.
2016-05-1019 min
ClubCapital02 de mayo. Antonio Clemente - KokuhoAudio del programa Entre Socios del lunes 2 de Mayo de 2016. En este programa entrevistamos a Antonio Clemente, Responsable de Comunicación de Kokuho (Kynsey).
2016-05-0417 min
ClubCapital25 de abril. Carlos López - KUONIAudio del programa Entre Socios del lunes 25 de abril de 2016. En este programa entrevistamos a Carlos López, Director General de KUONI.
2016-04-2722 min
ClubCapital18 de abril. Juan Carlos Rodríguez - ProsegurAudio del programa Entre Socios del lunes 18 de abril de 2016. En este programa entrevistamos a Juan Carlos Rodríguez, Director de Desarrollo Comercial y Soluciones de Prosegur
2016-04-1924 min
ClubCapital11 de abril. S. de Miguel, G. Balocco y F. Ivorra -People ExcellenceAudio del programa Entre Socios del lunes 11 de abril de 2016. En este programa entrevistamos a Santiago de Miguel, Gianlucca Balocco y Francisco Ivorra, Socios de People Excellence.
2016-04-1225 min
ClubCapital05 de abril. John Akbary, Ángel Navarro -Take a Vip CarAudio del programa Entre Socios del lunes 05 de abril de 2016. En este programa entrevistamos a su Director, John Akbary y Ángel Navarro, Director de Ventas, de Take a Vip Car.
2016-04-0622 min
ClubCapital28 de marzo. Robert Assink - Interxion EspañaAudio del programa Entre Socios del lunes 28 de marzo de 2016. En este programa entrevistamos a Robert Assink, Director General de Interxion España.
2016-03-2919 min
ClubCapital21 de marzo. José Ángel Preciados - Ilunion HotelsAudio del programa Entre Socios del lunes 21 de marzo de 2016. En este programa entrevistamos a José Ángel Preciados, Director General de Ilunion Hotels
2016-03-2822 min
ClubCapital14 de marzo. Federico Belli - SÓLO GEMELOSAudio del programa Entre Socios del lunes 14 de marzo de 2016. En este programa entrevistamos a Federico Belli fundador de SÓLO GEMELOS.
2016-03-1522 min
ClubCapital07 de marzo. Pedro Alonso - SACYRAudio del programa Entre Socios del lunes 07 de marzo de 2016 donde entrevistamos a Pedro Alonso, DIRCOM de SACYR.
2016-03-0822 min
ClubCapital01 de marzo. Marta Izquierdo - IG MarketsAudio del programa Entre Socios del lunes 01 de marzo de 2016 donde entrevistamos a Marta Izquierdo, Directora General de IG Markets.
2016-03-0423 min
ClubCapital29 de febrero. Bruno Porchietto - Páginas AmarillasAudio del programa Entre Socios del lunes 29 de febrero de 2016 donde entrevistamos a Bruno Porchietto, Presidente y Ceo de Páginas Amarillas.
2016-03-0125 min
ClubCapital22 de febrero. Javier Arias Arias - Royal Crown Motors – BentleyAudio del programa Entre Socios del lunes 22 de febrero de 2016 donde entrevistamos a Javier Arias Arias, Director General de Royal Crown Motors – Bentley Madrid.
2016-02-2424 min
ClubCapital08 de febrero. Fernando Bayón - EOIPrograma Entre Socios del Club Capital del 8 de febrero de 2016. Entrevista a Fernando Bayón, Director General de EOI
2016-02-0921 min
ClubCapital01 de febrero. Francisco Hevia - Calidad PascualPrograma Entre Socios del Club Capital del 1 de febrero de 2016. Entrevista a Francisco Hevia, Director de Responsabilidad Corporativa de Calidad Pascual
2016-02-0220 min