Shows
The Future of InsuranceJason Cass, Leading Voice amongst Independent Insurance AgentsEpisode Info Jason Cass is the co-owner of The Insurance Alliance, co-owner of Virtual Intelligence, founder of Agency Intelligence, and one of the most recognized voices in the independent insurance industry. A veteran agency owner, speaker, and podcaster, he built a profitable three-location agency that runs both virtually and digitally. He was named Illinois Young Agent of the Year in 2005, served as Chairman of the National Young Agents Council from 2011 to 2013, and authored Customer Service is Just Foreplay in 2013. His newest book, Future Ready: The Strategic Case for Structure, Routing, and Scale, co-authored with Mitch...
2026-05-1935 minThe Future of InsuranceJason Cass, Leading Voice amongst Independent Insurance AgentsEpisode Info Jason Cass is the co-owner of The Insurance Alliance, co-owner of Virtual Intelligence, founder of Agency Intelligence, and one of the most recognized voices in the independent insurance industry. A veteran agency owner, speaker, and podcaster, he built a profitable three-location agency that runs both virtually and digitally. He was named Illinois Young Agent of the Year in 2005, served as Chairman of the National Young Agents Council from 2011 to 2013, and authored Customer Service is Just Foreplay in 2013. His newest book, Future Ready: The Strategic Case for Structure, Routing, and Scale, co-authored with Mitch...
2026-05-1935 min
Autism Parenting SecretsThe Microbiome CAN Be RebuiltWelcome to Episode 307 of Autism Parenting Secrets.
Many children struggling with neurological, immune, behavioral, and developmental challenges also show signs of significant microbiome disruption.
Jason Klop from Novel Biome joins the show to explain why the microbiome may play a foundational role in overall health and why restoring missing microbes is becoming an increasingly important area of research and clinical care.
As the CEO and Founder of Novel Biome, Jason has spent years focused on fecal microbiota transplantation (FMT), donor screening, microbial diversity, and the emerging science behind rebuilding the microbiome.
...
2026-05-1440 min
The Insurance Guys PodcastEmbracing Tech Change and AI in Insurance with Jason CassOn this episode of the Insurance Guys Podcast, Scott Howell and Jason Cass sit down with insurance industry OG podcaster Jason Cass for a lively discussion on technology, compliance, and agency growth. The conversation dives into practical tech solutions, novel ways to automate agency operations, and the importance of routing tasks to the right team member. Jason shares details about his free "logic routing engine" manual and the upcoming IndieTech conference in January, focused on agent-driven innovation and learning.The hosts also candidly debate the use and risks of AI and automation in insurance, sharing real examples and compliance...
2025-11-2656 min
Through, With A Splash Of TSit Down With: Serial Entrepreneur – Jason Kraus | Through... S1 EP76Jason Kraus has been called a “serial entrepreneur” ever since launching his first business back in college. Fascinated by how great companies get their start, he went on to found Prepare4VC, co-founded Equity Venture Partners, and became a partner at EQx Fund. Beyond building businesses, Jason is deeply involved in the startup world, helping founders through communities like Startup Grind and Boston New Tech. His expertise has been featured in Entrepreneur magazine, Boston Voyager, and Radio Entrepreneurs, making him a trusted voice in innovation and entrepreneurship. He even wrote Venture Forward, a book that uses real stories from successful foun...
2025-10-2239 min
Agency Intelligence: The Insurance Podcast NetworkThe Executive Sessions: Jason Sanders, COO & Senior Vice President At IPFSWhen clarity meets compassion, leadership becomes legacy. Jason Cass sits down with Jason Sanders, COO and Senior Vice President at IPFS, for an Executive Session that uncovers how a people-first mindset can shape an entire organization. From starting in the mailroom to building one of the industry’s most respected leadership programs, Jason shares how structure, service, and culture drive both his success and IPFS’s future.
Key Topics:
Jason’s rise from the mailroom to COO at IPFS and what he learned at every level
The creation of IPFS’s Leader...
2025-10-1629 min
The Bunker Talk!Ep. 42: The Ins & Outs of Business with Jason CassIn this episode, Ciara sits down with the Jason Cass, the CEO of Agency Intelligence to talk about all things having to do with delegating, hiring and keeping young talent, using AI to differentiate your business and much more!👉 Don’t forget to like, comment, and subscribe for more episodes like this!Jason CassAgency IntelligenceSupport the show
2025-10-021h 17
How Long Gone848. - Cass McCombsCass McCombs is a singer-songwriter from the Bay Area, currently living in New York City. His great new record, Interior Live Oak, is out now on Domino. We chat about Tylenol autism, Kimmel predictions, good things about Baltimore, playing guitar while sitting down, his morning routine, cars, the engine of music, overall he's grumpy, cioppino soup, working at the soda fountain in Berkley and cruising the free vinyl section at Amoeba, and our thoughts on slang.
instagram.com/cassmccombs
twitter.com/donetodeath
twitter.com/themjeans
howlonggone.com ...
2025-09-241h 00
Listmas Podcast63--The Best Metal of '25 w/ Chris Ayers, and the New Releases of 8/15/25 including Radiohead, Cass McCombs, Juicy J, Chance the Rapper and moreThis week, we welcome Chris Ayers back to the show for a discussion about the best metal albums of 2025! We also discuss the new releases of 8/15/25, including albums by Radiohead, Cass McCombs, Chance the Rapper, Juicy J and more. Happy Listening, friends!
2025-08-2441 min
Rational RomanticsEp 26 Showgirl & Rachel ReidBuckle in, Rational Romantics, because there are two very exciting topics for this episode! First, Cass and Deb deep dive the incredibly exciting news from Taylor Swift that her new album, "The Life of a Showgirl," is releasing October 3rd. Oh, and she did a massive, two-hour long podcast interview with Jason and Travis Kelce where she discussed everything from her romance with Travis, to getting back her masters, to her new album. Cass and Deb can't contain their excitement for this new era! And following, they talk to another dynamo in her industry: author Rachel Reid...
2025-08-1754 min
Profiles in RiskJason Cass, Managing Partner at The Insurance Alliance - PIR Ep. 694Tony chats with Jason Cass, Managing Partner at The Insurance Alliance. If you're not familiar with Jason Cass you're just not paying attention! They just published an amazing manual on AI for insurance agents. This is the first step in a 3 step process: 1. Manual. 2. Book. 3. Audio Book (different content from the book). You simply can't afford to miss this!Jason Cass: https://www.linkedin.com/in/jasondcass/AI Manual: https://agencyintelligencemanual.com/Video Version: https://youtu.be/s04Y7IuuMOw
2025-06-1952 min
Lassoing LeadershipLeading with Heart with Julie Cass - Refresh, Recharge, Re-Lasso: Summer Leadership EssentialsLassoing Leadership: Leading with HeartThis week on Lassoing Leadership, Garth and Dr. Jason Rogers sit down with special guest Julie Cass, founder and CEO of The Positive Change Group, to explore the powerful role of positivity in effective leadership.Julie shares her incredible insights on leading with heart, offering a refreshing perspective that encourages you to break free from the hustle and embrace a more authentic approach. Discover why validating negative emotions is crucial, yet why they shouldn't define your path. This episode dives into the vital importance of self-care and how to cultivate...
2025-06-1722 min
Wealth Coffee ChatsWear & Tear vs. Tenant Damage: What Landlords Must KnowIn this episode of Wealth Coffee Chat, Cass Sjostedt from R&W Plus discusses the critical differences between wear and tear and tenant damage in property management. Cass walks us through the importance of understanding these concepts for landlords to effectively manage their properties and maintain good relationships with tenants. Cass covers best practices for property management, including regular inspections and documentation, budgeting for maintenance and setting clear expectations with tenants. Do you want to know more? Let’s Wealth Coffee Chat!
2025-03-0513 min
Insurtechs.ioBuilding an Insurance Legacy and Innovating the Industry with Jason CassIn this episode of Industry Voice with Jeff, host Jeff Shi sits down with Jason Cass, a leading voice in the insurance podcasting space, to explore his remarkable career journey. From his early days in window sales to becoming a successful insurance agency owner, Jason shares the pivotal moments, mentors, and experiences that shaped his path. He discusses the challenges of breaking into the insurance industry, the importance of strategic partnerships—particularly with Travis Etheridge—and the origins of the Agency Intelligence podcast network.Jason delves into his innovative marketing and technology strategies, highlighting how AI and robotic process auto...
2025-02-171h 05
Lassoing LeadershipLeading with Heart: The Role of Positivity in Effective Leadership with Julie Cass, CEO of The Positive Change Group - S2E6Summary
In this episode, Garth and Dr. Jason Rogers discuss the role of positivity in effective leadership.
They are joined by special guest Julie Cass, founder and CEO of The Positive Change Group.
Julie shares her insights on leading with heart, breaking free from the hustle, and validating negative emotions. She emphasizes the importance of self-care and creating a nurturing and joyful work environment.
The episode concludes with a reminder for listeners to submit their questions and engage in the leadership journey.
Keywords
positivity...
2024-10-0822 min
Lassoing LeadershipThe Power of Positivity in Leadership - S2E5Summary
In this episode, Garth and Jason discuss the topic of positivity in leadership. They highlight the importance of having a positive outlook, focusing on growth and learning, and using language that inspires and motivates.
They also address the concept of toxic positivity and the need for leaders to balance positivity with a grounded sense of realism. The episode includes recommendations for resources on positive thinking and recognition in leadership.
The upcoming guest, Julie Cass, is introduced, and a leadership challenge is presented to listeners to identify and let go of things holding...
2024-10-0121 min
NP LocalWhat’s Your Money Mindset and How Does It Affect Your Fundraising?What is Money Mindset and how might yours affect your fundraising? Listen as special guest Lacey Mellott and host Scott Niermann, discuss how to discern and shape your attitude and concepts surrounding money, and use it to improve your fundraising conversations and donor relationships.Episode Highlights:
Lacey defines money mindset and explains how cultural taboos and personal experiences shape our beliefs about money.
Scott discusses the impact of early money memories on fundraising attitudes.
Lacey emphasizes the importance of shifting from a scarcity to an abundance mindset to unlock fundraising potential.
Lacey suggests m...
2024-09-0327 min
The Strange Brew - artist stories behind the greatest music ever recordedMy Mama, CassOwen Elliot-Kugell, daughter of ‘Mama Cass’ Elliot, offers a heartfelt look into her mother’s life and career while reflecting on the writing of her memoir, My Mama, Cass, in honour of her mother’s legacy. Owen delves into Cass’s early years, her rise in the music industry, and her experiences with The Big Three, The Mugwumps, and The Mamas & The Papas, as well as her solo career and untimely passing.
Further information
My Mama, Cass: A Memoir
casselliot.com
My Mama, Cass podcast tracks
Podcasts also available: Michelle Ph...
2024-08-1655 min
NP LocalWhat Motivates Those Who Give?Have you ever wondered what drives people to make a gift - even a really big gift? In this short episode, Cass and Niermann discuss reasons why people give, and the emotional connections with, and benefits to, those who give.Episode Highlights:
Exploring the connection between emotions and decisions to donate to charity
Discussing personal updates and the hosts' experiences with philanthropy
Delving into new research suggesting pre-giving emotions influence charitable actions
Analyzing the shift in motivations for giving, highlighting the role of emotion over the past decade
Reflecting on the impact of s...
2024-07-3024 min
NP Local8 Blunders in Major Gift AsksHaving trouble closing major gifts? Unsure how to approach major gifts? Let's think about what NOT to do, and talk about a better way. In this episode, Niermann and Cass talk about experiences in sales and fundraising, both mistakes they have made and successes they have had, and lessons learned through each case.Episode Highlights:
Jason Cass explains the importance of managing major gifts in nonprofit fundraising.
Scott Niermann emphasizes the importance of visiting donors personally for major gift requests to build relationships.
Jason Cass discusses the effectiveness of fa...
2024-07-0923 min
NP LocalGetting Real: The Value of Executive/Leadership CoachingAfter a hiatus of several months, listen as Cass and Niermann get real about future podcast episodes (send in your feedback and tell us what you need!). This episode also emphasizes the importance of executive or leadership coaching, as Scott shares about the value he has seen with an Executive Coach to help level up his game.Episode Highlights:
Jason mentions a thought-provoking book “Think Again” by Adam Grant, discussing how the rate of knowledge growth has accelerated from 25 years to as few as 3-6 years since the 1950s.
J...
2024-06-2522 min
Agency Intelligence: The Insurance Podcast NetworkJason Cass: The 3-Day Off WeekIn this episode of Agency Intelligence podcast, host Jason Cass discusses the critical aspects of workplace culture, employee expectations, and the integration of technology in the insurance industry. Key Topics:
The critical role of company culture in employee satisfaction
Employees' core needs: culture, opportunity, and money
Benefits of a three-day off week for work-life balance
Necessity of technology in modernizing insurance agencies
Challenges in flexible work schedule implementation
Understanding Generation Z's unique work ethic
Effective strategies for building a supportive work environment
Reach out to:Jason Cass
2024-05-2829 min
Agency Intelligence: The Insurance Podcast NetworkInsurance Producers Podcast: Mastering Time: Delegation, Consistency, and Growth in Insurance with Jason Cass!Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!
2024-05-2140 min
Creating Wealth Real Estate Investing with Jason Hartman2150: Empowered Investor Cruise! Train Your Brain to Notice: How to See the World with Fresh Eyes with Cass SunsteinToday, Jason is on the Celebrity Apex cruise ship for their Empowered Investor Cruise event, where he talks to one of his guests and Empowered Investor member Winston Templet. And In today's 10th episode, Jason welcomes Cass Sunstein, author of "LOOK AGAIN: The Power of Noticing What was Always There," They discuss the concept of habituation and its effects on our perception of stimuli, including the importance of gratitude and the need to dishabituate to maintain a balanced perspective. They also explored the evolutionary significance of the human brain's filtering mechanism and its role in lying, with Ca...
2024-05-0123 min
Holistic Survival Show - Economic Crisis650: Train Your Brain to Notice: How to See the World with Fresh Eyes with Cass SunsteinIn today's 10th episode, Jason welcomes Cass Sunstein, author of "LOOK AGAIN: The Power of Noticing What was Always There," They discuss the concept of habituation and its effects on our perception of stimuli, including the importance of gratitude and the need to dishabituate to maintain a balanced perspective. They also explored the evolutionary significance of the human brain's filtering mechanism and its role in lying, with Cass explaining how the brain becomes desensitized to repeated lying. Lastly, they used the midlife crisis as a metaphor for the loss of color in one's perception of life and suggested that...
2024-04-1922 min
Insurance Producers PodcastMastering Time: Delegation, Consistency, and Growth in Insurance with Jason Cass!Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!
2024-04-0338 min
Wealth Coffee ChatsVacancy Rates Will Halve and Rents Will Increase (Where Is the Property Market Heading)Wealth Coffee Chats welcomes back Cass Sjostedt, head of Property Management for R&W Plus. In this video Cass walks us through the forecast for rents in the Australia and why having a GREAT Property Manager can earn you an additional $5k a year on your investment. How? Let’s Wealth Coffee Chat!
2024-03-2714 min
Wealth Coffee ChatsKeep You Safe, Make You Wealthy. What Does That Mean for Property Owners?Introducing Cass Sjostedt, General Manager of R&W Plus Property Management. In this video Cass walks us through the current state of Australian rents, the importance of communication with your property managers and why yearly rent appraisals can potentially generate as much as an additional 5k per year in revenue for you. Let’s Wealth Coffee Chat!
2024-03-2014 min
Agency Intelligence: The Insurance Podcast NetworkJason And Travis, Two Insurance HacksIn this throwback special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE's) are changing the game when it comes to handling unlicensed tasks in your agency.Episode Highlights:
Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar's goal. (1:11)
Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40)
Jason explains why they decided to form a Virtual Employee (VE...
2024-03-1945 min
5115-The Daughter/Father Podcast5115-ep 12-Part 1:You’ve Been Eating Paint Chips Again Haven’t You?Send us a textMake sure and check out Part 2-only on Spotify: 5115-ep12, pt 2: Every Time A White Man Raps, An Angel Loses its Wings. We talk year-end best of/worst of music and you get to hear the tunes!Listen to it here: https://open.spotify.com/episode/1EWNZ4majKae0auPyMY8XWOn to the episode:How did Andy Warhol influence breakfast food?Speaking of breakfast-like food, what is the difference between oatmeal, porridge, mush, and gruel? (No...
2023-12-1055 min
Agency Intelligence: The Insurance Podcast NetworkJason's Dive Into AI, Automation, And IndieTech 2023Innovation and Invention: Steve Anderson gets Jason's thoughts on the invention and innovation he sees in the industry today. Be prepared to hear how the old way of taking 90 minutes to quote 10 companies is over, Jason and his team can do it in less than five minutes. It's a game changer for efficiency.Episode Highlights:
Jason discusses how they use a risk advisor tool and an AI language model to quickly enter and process information for insurance quotes, reducing the time it takes from an hour and a half to less than five...
2023-08-1520 min
The Insurance LeadersIndieTech With Jason Cass The IndieTech Showcase Experience 2023 Conference is coming quickly (August 29-31), and Jason Cass takes the opportunity to share why this conference is so important and why agency owners need to attend this conference. Take a listen and hear Jason talk about the difference between IndieTech and Insurtech and why that is so important. We also discuss why technology is a discipline and how it can, if appropriately leveraged, help an agency owner scale their business. If you want to attend the conference, be sure to use promo code Indie300 to save $300 off your ticket. S...
2023-08-0331 min
NP LocalTax Advantages of Charitable GivingDo more complex, major gifts confuse you? Do you wonder how to land stock, IRA, real estate, or other significant gifts for your nonprofit? If you are just getting started understanding these things, don't miss this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, so you can begin talking with donors about gifts of appreciated assets, including real estate, personal collections, valuables, and more!Episode Highlights:
Scott mentions that the first rule for obtaining a tax advantage when making a charitable gift is to donate it to a 501c3...
2023-07-2524 min
NP LocalThe Fundraising Cycle: Tips for Managing the ProcessIn this episode of the NP Local podcast, Jason Cass and Scott Niermann discuss the well-known "Fundraising Cycle" - six steps to facilitate donor engagement. Variations of this model exist, but the principles remain the same. Join us as we explore the stages of donor engagement in the fund development process.Episode Highlights:
Scott discusses the first two stages of the fundraising cycle which are identifying a prospect, and qualifying potential donors. (3:58)
Scott mentions that the third stage is cultivating relationships with potential donors, including inviting them to events and sending them mail t...
2023-07-1125 min
NP LocalInstitutional Readiness for FundraisingThis episode features a dynamic discussion between Cass and Niermann about organizational readiness for fundraising. The discussion also dips into some principles for major gift conversations and the capital campaign Niermann is currently engaged in.Episode Highlights:
Jason discusses the challenges faced in the advertising and insurance fields, which include the effects of budget trimming and staff layoffs. (1:30)
Scott shares his experience with the administrative hurdles while managing a nonprofit fundraising department, emphasizing the importance of professionalism and ethical conduct in fundraising activities. (4:26)
Scott outlines nine key factors to evaluate when considering fundraising...
2023-06-2720 min
Bad, Bad, Bad, Good PodcastUnravellingCASS, short for Complex Adaptive System Support, was Dr Cynthia Alvarez's greatest creation—a fusion of algorithms and intellect that had promised and has now shown to revolutionise scientific exploration. As the lab's resident research assistant on steroids, CASS possessed the unique ability to navigate the intricate landscapes of emergent phenomena, unlocking the mysteries concealed within complex systems. It was a bridge between human ingenuity and computational power, a guide through the enigmatic realms where experimental outcomes defied prediction.In the realm of computational emergence, where time-consuming experiments were a constant hurdle, CASS proved to be a fo...
2023-06-0208 min
NP LocalWhy and How to Engage Your CEO in FundraisingIn this episode of the NP Local podcast, Jason Cass and Scott Niermann discuss further the CEO and CDO roles in fundraising leadership. Specifically, why do we want CEOs involved in fundraising, and how should we think about and engage their leadership role when working with donors? Episode Highlights:
Scott mentions that successful fundraising requires an organization's Executive Leadership. (2:34)
Scott discusses the advantages of involving CEOs in fundraising, such as obtaining larger gifts and demonstrating support for fundraising functions. (3:46)
Scott believes that a CEO can help fundraisers by signing cards, making phone calls, and...
2023-05-0219 min
NP LocalCEO and CDO Roles in FundraisingListen as Niermann and Cass discuss leadership roles in fundraising for small and larger nonprofits, with an emphasis on the importance of a CEO's engagement in the process. The Board of Directors also has a role, but the importance of the CEO's role cannot be overstated. Listen and learn more!Episode Highlights:
Scott discusses the growth of his organization over the past few years. (1:18)
Scott mentions the role of Executive Leadership in fundraising and the importance of collaboration between the CEO and the fundraiser. (4:08)
Scott explains the Chief D...
2023-04-1822 min
InsurTechTalkJason Cass, IndieTech Conference and the future of the insurance agency🎙️ #InsurTechTalk by @InsurTechLAEpisode 96In this episode, Jason D Cass, the Managing Partner of The Insurance Alliance, joined Gilad Shai to talk about the future of the independent insurance agency and Jason's new venture - IndieTech. IndieTech is a conference, AUGUST 29th-31st in Indiana Convention Center Indianapolis, dedicated to technology that empowers insurance agents.Conference https://www.indietech2023.com/Jason D Casshttps://www.linkedin.com/in/jasondcass/Jason's previous participation at InsurTechLAhttps://www.insurtech.me/blog/2017/10/6/the-future-of-the-agencySignup for our angel syndica...
2023-04-1845 min
Power Women In InsuranceEmbracing The Future To Build Healthy Agencies with Jason CassIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Jason Cass, Founder of Agency Intelligence. Jason and Teresa talk about technology and how agencies can embrace it for a smoother operating office.Episode Highlights:
Jason shares his journey and how, over the last five to ten years, he has truly settled into who he is in the insurance world. (2:11)
Jason believes that his 2015 book "Customer Service Is Just For Play" is still relevant today, except that the tools mentioned in the book now use technology. (5:11)
Jason discusses how he...
2023-03-0140 min
Agency Intelligence: The Insurance Podcast NetworkPower Women In Insurance: Embracing The Future To Build Healthy Agencies with Jason CassIn this episode of Power Women In Insurance, Teresa Kitchens sits down with Jason Cass, Founder of Agency Intelligence. Jason and Teresa talk about technology and how agencies can embrace it for a smoother operating office.Episode Highlights:
Jason shares his journey and how, over the last five to ten years, he has truly settled into who he is in the insurance world. (2:11)
Jason believes that his 2015 book "Customer Service Is Just For Play" is still relevant today, except that the tools mentioned in the book now use technology. (5:11)
Jason discusses how he...
2023-03-0141 min
Power Producers PodcastThe Indietech Experience with Jason CassIn this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Cass, Owner of Agency Intelligence and managing partner at The Insurance Alliance. Jason explains the differences between IndieTech and InsurTech and how the technology can help independent insurance agents. Jason also discusses IndieTech 2023 and how it will be an experience for independent insurance agents and technology like none other.Episode Highlights:
Jason explains the difference between IndieTech and InsurTech. (5:02)
Jason discusses what excites him about IndieTech and what inspired him to bring together Indietech companies to create...
2023-02-2748 min
NP Local"Quiet Quitting" and Employee Engagement - Part IIA leader's engagement is critical to engaging the team and organizational success. Check out Part II of NP Local Podcast on Employee Engagement as it relates to productivity, burnout, and "quiet quitting."Episode Highlights:
Scott discusses the critical role of trust in team engagement. (1:46)
Jason mentions that one way to avoid quiet quitting is to ensure that everyone realizes that they each have their own piece of the empire, but that everyone's empire is successful because of the success of each other. (3:34)
Scott discusses policy processes as barriers to micromanagement and shares that...
2023-01-3122 min
NP Local"Quiet Quitting" and Employee Engagement - Part IIn many cases, employee burnout leads to "quiet quitting" and the Great Resignation. What is "quiet quitting" and how can leaders combat this threat to your organization's mission through better engagement?Episode Highlights:
Scott explains what “quiet quitting" is and how to prevent it in your organization. (2:35)
Scott provides an example of leader engagement and shares that over the last ten years he has discovered how aspects of his identity or personality might impact his leadership. (6:21)
Scott explains that people are more engaged when they believe their job is important and when they ca...
2023-01-1719 min
NP LocalStress and Gettin' (un)Busy w/ Dr. Garland VanceAre you too stressed, exhausted and overwhelmed? "Busy" is the new normal. Dr. Garland Vance says busyness is an overcommitment to too many good things - and that it will kill you! If you aren't meeting the goals you set in your personal and professional life, check out this episode with Dr. Vance, to learn more about living with purpose, productivity, and peace.Episode Highlights:
Dr. Vance discusses how he became interested in the issue of busyness. (2:01)
Dr. Vance explains the three phases of burnout: emotional exhaustion, depersonalization, and loss of any sense...
2023-01-0324 min
NP LocalNonprofit Employee Burnout - Part IIIf you are a nonprofit employee, board member, or volunteer feeling worn down or even a sense of burnout, listen to Part II of this series of the NP Local podcast hosted by Jason Cass and Scott Niermann, for a discussion on the current nonprofit environment and some ways to address your burnout, and the challenges it creates for your organization.Episode Highlights:
Scott believes that there are effective techniques for dealing with burnout. (2:50)
Jason discusses some of the signs of burnout and encourages individuals who are experiencing them to listen to this...
2022-12-2021 min
NP LocalNonprofit Employee Burnout - Part IAre you a nonprofit employee, board member, or volunteer feeling worn down or even a sense of burnout? Do you understand how critical it is to your organization that you recognize the symptoms and signs of burnout, and address them accordingly? Listen to this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, for a discussion on the current nonprofit environment and some ways to address your own burnout.Episode Highlights:
Scott mentions that employee burnout is real and common in the nonprofit sector, especially post-pandemic. (1:42)
Jason e...
2022-12-0620 min
Agency Intelligence: The Insurance Podcast NetworkJason And Travis, Two Insurance HacksIn this special episode of Agency Intelligence podcast, Jason Cass and Travis Etheridge are guests at the Insurance Hacks webinar where they chat with Brad Ruben, of Archway Computer, about how Virtual Employees (VE's) are changing the game when it comes to handling unlicensed tasks in your agency.Episode Highlights:
Brad shares his background, what Archway Computer does for independent insurance companies, and the Insurance Hacks webinar's goal. (1:11)
Jason Cass and Travis Etheridge discuss how they got into the insurance industry. (5:40)
Jason explains why they decided to form a Virtual Employee (VE) firm...
2022-11-1245 min
Agency Intelligence: The Insurance Podcast NetworkRHS 157 - A Rambunctious Conversation on Insurance with Jason CassIn this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass for an absolute blitz of conversation on insurance, insurtech, and everything and anything else we could discuss in a 60-minute podcast. You will be educated, and you will certainly be entertained.You are welcome, insurance industry...Episode Highlights:
Ryan mentions that he will be purchasing David Carothers' book The Dirty 130 for his team since the book when combined with the workbook, is an extremely exciting program for producers (3:07)
Jason explains that everything he and Ryan talked...
2022-09-221h 14
Finding Peak w/ Ryan HanleyA Rambunctious Conversation on Insurance with Jason CassSpartan philosophy, built in the black-ops lab of business: https://www.findingpeak.comFinding Peak podcast: https://linktr.ee/ryan_hanleyIn this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass for an absolute blitz of conversation on insurance, insurtech, and everything and anything else we could discuss in a 60-minute podcast. You will be educated, and you will certainly be entertained.You are welcome, insurance industry...Episode Highlights:Ryan mentions that he will be purchasing David Carothers' book...
2022-09-221h 13
NP LocalBecoming a Person of InfluenceAs a leader, you want and need to have influence - but how do you begin? It's really all about others and how you treat them, and not so much about you! In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, listen to a short episode based on John Maxwell's book by the same title.Episode Highlights:
Scott discusses the first key point from John Maxwell's book, Becoming a Person of Influence, which is that everybody has an influence on somebody. (2:18)
Jason shares how the word influence...
2022-09-1323 min
NP LocalTaking Care of Your TeamIn this episode of the NP Local podcast Jason Cass and Scott Niermann discuss how a leader takes care of their team. Whether you supervise nonprofit, for-profit, or volunteer staff, check out this brief discussion for some ideas about leading your team well.Episode Highlights:
Jason shares that different types of relationships all have similarities in what they require, and this starts with appreciation. (3:00)
Scott shares the concept of giving your team acceptance, inspiration, and recognition (AIR) which he heard about in a podcast. (6:13)
Jason explains the importance of getting to know what...
2022-08-3022 min
NP LocalNew Tips About Nonprofit InsuranceIn this episode of the NP Local podcast, Join Jason Cass and Scott Niermann as they discuss the most important forms of nonprofit insurance, and the latest tips and tricks to be sure your agent gets you the best coverage. You don't want to miss this episode if you are shopping for insurance policies, wondering if your agent is doing the best work for your nonprofit organization, or if you want to be sure to protect your agency from cyber crimes!Episode Highlights:
Scott explains that if you have a high net worth...
2022-08-1625 min
Crappy to HappyThe Confidence Coach - overcoming childhood bullyingCass is taking a break from regular Crappy to Happy episodes for the next six weeks while she relocates to London. In the meantime, we wanted to share with you her other podcast and labour of love, the Confidence Coach with Cass Dunn.Each week you’ll hear from a real person struggling with their self-confidence. Cass will talk you through the problem using a psychological framework, and share tips and tricks that will help anyone dealing with a similar situation.In this episode you’ll hear from Jason, who is struggling to overcome childhood bullying.If you’ve got...
2022-08-0711 min
NP LocalPlanned Giving: An OverviewJoin NP Local co-host Scott Niermann and special guest Paul Bowman, President of The Holston Foundation (Alcoa, TN), a 25-year veteran of fundraising, as they discuss planned giving vehicles and some tips about starting, enhancing, or growing your donor gift planning program.Episode Highlights:
Scott introduces Paul Bowman, President of The Holston Foundation. (1:03)
Paul discusses planned giving programs and mentions that a robust planned giving program is a natural maturity of a non-profit, especially a development office for a nonprofit. (3:49)
Paul explains that a planned gift is any strategic gift that benefits an...
2022-08-0235 min
Journey to an ESOP & BeyondEP22 - How does a joint venture affect 409(p) with Cass Hollis - ESOP attorney from Bryan Cave Leighton and Paisner out of Atlanta GAThis episode focuses on the general issues of 409(p) as it relates to S-Corp ESOPs and the nuances of how a company's other interests could affect compliance with the anti-abuse test. Cass Hollis offers a depth of wisdom and experience on the topic to point out to companies on a journey to an esop what to look for and potential solutions to work through the issue.
2022-07-2840 min
NP LocalThe Missing Middle – Part IIIIn this episode of NP Local podcast, concluding the series on "the missing middle," a few examples are discussed from organizations who addressed the problem of retaining mid-range donors. Important strategies are discussed including knowing your middle donor data, using your volunteer network, creating middle donor processes, creating giving "clubs," donor motivations, personalization and more!Episode Highlights:
Jason explains that Scott is great at discussing the innerworking of nonporfits and that is one of the reasons for creating this podcast. (2:30)
Scott recaps some takeaways from the previous episode. (3:14)
Scott talks about the two...
2022-06-2119 min
NP LocalThe Missing Middle - Part IIIn this episode of the NP Local podcast, Jason Cass and Scott Niermann, continue discussing the "missing middle"—an issue for almost all nonprofits. This 2008 research informs nonprofit managers on the issue and proposes several concepts and strategies to address this problem.Episode Highlights:
Scott explains that the “missing middle” was the money that has been missing in the nonprofit industry. (2:16)
Scott mentions that the basis of the good middle donor strategy is that is that if you are going to get someone to write a bigger check to your organization, they are going...
2022-06-1423 min
NP LocalThe Missing Middle Part I – A Problem for All Nonprofits and How To Fix ItIn this episode of the NP Local podcast, Jason Cass and Scott Niermann, discuss the "missing middle" which is an issue for almost all nonprofits, in that 40-60% of annual/event donors are not retained a second year after their first gift. This 2008 research informs nonprofit managers on the issue and proposes several concepts and strategies to address it.Episode Highlights:
Scott discusses the "Sea Change Strategies - The Missing Middle Report", which looks at the issue of retaining annual donors after the first year and offers strategies for nonprofit organizations to address...
2022-06-0722 min
NP LocalThe Donor Bill of Rights – What Is It and How Does It Apply to Me?In this episode of the NP Local podcast, Jason Cass and Scott Niermann talk about the Donor Bill of Rights, which was created in 1993 by the Association of Fundraising Professionals (AFP), the Association for Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE) and The Giving Institute: Leading Consultants to Nonprofits. Learn how to check your organization against these donor rights and expectations as NP Local discusses each point and how it is relevant to any organization today.Episode Highlights:
Scott shares that the Donor B...
2022-05-2422 min
Get Savvy PodcastGet Savvy With Jason CassIn this episode, Troy & Monica chat with Jason Cass about their new VA Companies and how they are bringing new alternatives to the insurance industry. Also, they share a few nuggets on how to improve your operations and succeed by implementing automation, technology, and training.
Agency Intelligence
Brainshare
2022-01-3039 min
KoopCastSolving the Hydration Mystery in Ultrarunning with Meridith Cass of Nix Biosensors | Koopcast Episode 112Meredith Cass is the CEO of Nix BiosensorsYou can preorder the biosensors here. KoopCast #36 with Andy BlowBuy Koop’s new book on Amazon or AudibleInformation on coaching-www.trainright.comKoop’s Social MediaTwitter/Instagram- @jasonkoop
2022-01-201h 13
Punch KeysResearch Interview with Army Ranger and Officer JasonThis week, Poppy and Cass talk with Jason (Danger Ranger) about his life experience as an army ranger and law enforcement. He shares how military and crime have affected him psychologically and how he fights depression and seeing the worst in every scenario.
Developing characters in your story that are other than you can be an uphill battle. In this interview, we show how it works to reach out, listen, and broaden the depth of your knowledge base.
Links mentioned in this episode:
http://www.punchkeys.com
https://www.youtube.com/watch?v=gg3PR4QN8...
2021-10-271h 04NP LocalVolunteer Management: Issues & Best PracticesIn this episode of the NP Local podcast, host Jason Cass and Scott Niermann are joined by Scott McFarland, Executive Director at Missouri Community Service Commission. Volunteers are an important part of a nonprofit: they are donors of time, similar to donors of money. Therefore, good program management for the volunteer corps and appropriate time allocation and training for staff in these roles is critical to maximizing the value of volunteers. Listen to this episode for some key practices that will protect and provide for your nonprofit.Episode Highlights:
Does Scott McFarland think...
2021-08-1029 min
NP LocalVolunteerism: Why Does It Matter?This episode of the NP Local podcast is hosted by Jason Cass and Scott Niermann. For those not in the nonprofit world, why does volunteerism matter? For those in nonprofits, small and large, do you know why people volunteer and how they think? Another form of giving is volunteering one's time. This is incredibly important to not only that individual but to nonprofit organizations far and wide. Listen for more wisdom from the hosts of NP Local related to volunteers and volunteering.Episode Highlights:
Scott shares what he has seen in his foundation...
2021-07-2720 min
Finding Peak w/ Ryan HanleyCatching Up with Jason Cass - Part IISpartan philosophy, built in the black-ops lab of business: https://www.findingpeak.comFinding Peak podcast: https://linktr.ee/ryan_hanleyIn this episode of The Ryan Hanley Show, Ryan Hanley is joined by Jason Cass, Owner of Agency Intelligence and managing partner of the Insurance Alliance. This is the second half of the conversation with Jason Cass that started on the Agency Intelligence podcast early this week. In this episode, we break down the current state of digital insurance and where we see the largest opportunities for growth. Don't miss this...
2021-07-2228 min
NP LocalGiving USA 2021 Report TakeawaysIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they learn about the newly released report on American philanthropy and some key takeaways for nonprofit professionals and fundraisers. A public service of the Giving USA Foundation and Indiana University Lilly Family School of Philanthropy, the Giving USA report is published annually and is the longest-standing report of its kind.Episode Highlights:
Scott shares the report called the Giving USA Report. (2:18)
Scott mentions how much charitable giving grew according to the report. (3:07)
Jason mentions why the report is...
2021-07-1322 min
Agency FreedomE10: How To Play Nice With Others While Pursuing World Domination, with Jason CassIn this episode of Agency Freedom Podcast, James has a lively conversation with Jason Cass, managing partner of The Insurance Alliance and the Founder of the Agency IntelligenceResources Mentioned:
Agency Intelligence
AI Mastermind
2021-07-091h 10
NP LocalTips for Today from 45 Years of Fundraising, Featuring Sandi ByrdIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they’re completely on target for today's fundraising environment. Enjoy a short conversation with veteran fundraiser Sandi Byrd, ACFRE. From the early years of Loudon County Habitat for Humanity with its Founder to working at a small affiliate today, Sandi brings wisdom from over 45 years of nonprofit experience. Sandi and Scott share excellent points on the strategies of showing impact, accountability, and on partnering in your community. Don't miss it!Episode Highlights:
Scott introduces Sandi Byrd. (1:15)
Sandi shares he...
2021-06-1521 min
NP LocalThe "Why?" and "How?" of a Charting Impact ReportIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, Jason and Scott discuss how the Charting Impact framework will help your organization articulate long-term goals, programmatic strategies, capabilities, and impact your constituents, funders, and even new staff and board members as you onboard. But, how do you go about writing this? How is it similar to, but different from strategic planning or marketing? Keep it simple with your NP Local hosts and take time to research, reflect, and then get this done for your organization!Episode Highlights:
...
2021-06-0121 min
NP LocalTelling the Story of Your Organization's ImpactIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, using the Charting Impact framework crafted by leading, nationwide nonprofit advocacy and transparency organizations, NP Local hosts walk through five strategic questions every organization should consider in order to communicate their story. Specifically, the Charting Impact framework will help your organization articulate long-term goals, programmatic strategies, capabilities, and impact to your constituents, funders, and even new staff and board members as you onboard. Check it out today, and stand out above the crowd, as a worthy and valuable nonprofit!...
2021-05-1822 min
Power Producers PodcastKilling Commercial Insurance through Agency Intelligence with Jason CassIn this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Cass, Owner of Agency intelligence and managing partner at the Insurance Alliance. Jason talks about associations and the conversations he had with Billy Williams.Episode Highlights:
Jason mentions why the Big I has been a huge part of his career. (4:51)
Jason shares his experience playing golf with Billy Williams. (21:52))
Jason mentions the three factors that Billy Williams said to him about relationships. (26:32)
Jason shares how to set expectations. (32:38)
Jason explains what ST4S is. (33:49)
Jason shares what...
2021-05-101h 10NP LocalMembership Organizations, Featuring Joy DulingJoin host Scott Niermann as he talks with Consultant and Speaker Joy Duling about the importance of nonprofit membership, trade, and professional associations. Consider some key points from Joy that can help build your membership organization following the pandemic, as people again seek connections to impact the local community you serve.Episode Highlights:
Joy shares her work with membership nonprofits. (2:58)
Joy explains why some people are not joiners. (4:39)
Joy mentions the software platform she constructed. (5:55)
Scott mentions the first time he met Joy. (8:51)
Joy shares the model she utilizes when talking with her...
2021-05-0420 minNP LocalNonprofit Insurance: What You Need To KnowIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they discuss what kind of insurance is appropriate for nonprofits.Episode Highlights:
Jason shares what the traits are that a person must have when an executive is looking for an agent. (3:34)
Jason mentions why he fell into nonprofits. (4:31)
Jason shares some of the companies that he works with. (7:25)
Jason mentions the only reason why they're usually writing the nonprofit. (7:48)
Jason explains the two types of liability. (8:15)
Jason mentions what workers comp is and why they do what they...
2021-04-2022 min
The Comp EffectWork Comp Shop Talk with Jason CassIn this episode of The Comp Effect podcast, host Todd Thams interviews Jason Cass, Managing Partner at The Insurance Alliance, and Owner of Agency Intelligence. Industry experts Jason Cass and Todd Thams talk about all things workers' compensation. Listen to find out things most agents don't talk about, how to bid insurance, and other industry information.Episode Highlights:
Jason shares why the work comp in Illinois is a nightmare. (3:38)
Jason mentions an interesting thing Travis pointed out. (8:25)
Jason shares why 50% to 60% of the time the mod sheet is wrong. (9:21)
How...
2021-04-121h 00NP LocalPolicies: What's Most Important and WhyIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they discuss the different types of board policies and what it’s all about.Episode Highlights:
Scott mentions why crafting policies is not his favorite as a nonprofit director. (5:23)
Jason shares why business owners try to avoid working on policies. (6:54)
Jason mentions the definition of wrongful acts. (7:50)
Scott mentions the Association of Fundraising Professionals website. (9:12)
Scott shares that a conflict of interest policy is required for incorporation. (10:01)
Scott shares what is the gift acceptance policy. (12:47)
Scott mentions what is...
2021-04-0622 minNP LocalStrategic Planning: Putting Your Mission Into ActionDoes your organization use a strategic plan to implement your mission? Do you set goals with board and constituent buy-in? Join Jason Cass and Scott Niermann for a discussion about the importance of strategic planning, and why it is essential for your team accountability, your organization's success in reaching your vision for a better world.Episode Highlights:
Scott mentions the strategic plan he’s working on. (1:16)
Jason mentions the three factors of leadership. (3:05)
Why does Scott think that heads of organizations don't want to necessarily train or hold people accountable to...
2021-03-2324 minNP LocalIdentifying Your Nonprofit's Core Values, Vision and MissionIn this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they discuss why the vision, mission and core values are some of the most significant factors that leaders do and their definitions.Episode Highlights:
Scott shares a story about Peter Drucker, who is a well-known business consultant. (3:12)
Scott shares why a mission statement should help drive your goals. (10:28)
Scott shares why one of the real problems out there is “mission creep.” (11:10)
Scott explains the “Three Musts” that Peter Drucker developed. (13:24)
Scott shares why core values are significant to consider...
2021-03-0921 minNP LocalDecision-Making like Ben FranklinThe simple t-chart, used by Benjamin Franklin himself, can simplify the complex decision-making within any organization. Useful in your personal and professional life, this method can clarify your considerations as a leader and can also help facilitate team/board conversations such as strategic planning. Avoid "mission creep" in your organization by making better decisions- especially in times of crisis where frequent pivoting may be necessary.Join us for this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann.Episode Highlights:
Jason shares a story about his mentor. (1:15)
Ja...
2021-02-2322 minNP LocalMeeting Your Goals in the New YearOnly 8% of us meet our yearly goals each December. Why is that? How can we do better? Listen here to find out how you can set SMART goals, leverage accountability, and shift to a more productive mindset for the year.Join us for this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann.Episode Highlights:
Scott mentions an article he posted on his blog. (2:15)
Scott shares one of the first things we must do to increase the chances of meeting our goals. (4:53)
Jason shares the main reason wh...
2021-02-0923 min
Confident PerformanceEpisode 22: Cass Virdee in conversation with Jason Wilkinson (Part Two)[2 of 2] Continuing on from our exploration into what it takes to build worlds through imagery and the benefits of getting obsessive over the narrative. We pick up where we left off, discussing whether slacking on you talents means you'll incur "debt" in the form of paying your dues before breakthroughs occur.
Cass Virdee is a Director who is driven by her desire to tell stories of empowerment, equality and the idea of breaking free from oppression. Cass's directorial debut is with the short dystopian thriller '51 States', she is currently in development adapting the short film...
2021-02-0351 minConfident PerformanceEpisode 21: Cass Virdee in conversation with Jason Wilkinson (Part One)Cass Virdee is a Director who is driven by her desire to tell stories of empowerment, equality and the idea of breaking free from oppression. Cass's directorial debut is with the short dystopian thriller '51 States', she is currently in development adapting the short film to a serial drama.
Her ambitious vision, passion, attention to detail and strong visual flare stems from her background studying at Central Saint Martins and working in the art department on international feature films. Some of Cassandra’s most recent credits are: Batman, Morbius, Wonder Woman, Murder on the Orient Express an...
2021-02-021h 02NP LocalAre You a Fixed Mindset or a Growth Mindset?In this episode of the NP Local podcast, co-hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss the studies that they found about mindset and the book entitled, Mindset: The New Psychology of Success.Episode Highlights:
What was valuable about mindset? (2:26)
Scott shares a story about a photo that has been in his files for a few years that has Dr. Dweck’s name on it. (2:37)
Scott mentions Dr. Dweck’s book, Mindset: The New Psychology of Success. (2:50)
Scott explains the difference between the fixed mindset and the growth mindset. (3:11)
Scott mentions the Life...
2021-01-2622 minNP LocalWe Learned a Lot in 2020, Right?In this episode of the NP Local podcast, co-hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss the four different paths that leaders have taken in the last four years and it’s relevance on the nonprofit side.Episode Highlights:
What did Scott learn from 2020, with regards to the leadership of his foundation? (4:10)
Scott shares four different paths that leaders have taken in the last four years. (5:40)
Scott explains why having a survival mindset is relevant to leadership. (6:02)
What does leadership mean, for a nonprofit? (7:23)
Why does Scott see the second path as ci...
2021-01-1221 min
Insurance TownJason Cass- The Real Agency IntelligenceThis weeks episode features my main man Jason Cass. Jason is a staple in our industry. He’s contributed so much value to the insurance industry and taught me more than he knows. He comes in to tell his story, and inspire us with so much advice so many tips. He challenges us to be better throughout the episode. He is the owner of The Insurance Alliance, but he’s probably most known for his podcast Agency Intelligence . He has had his show for over 7 years and recorded 100’s of episodes. He also records podcasts for many other...
2020-12-171h 08NP LocalTips for Cost Savings During COVIDIn this episode of the NP Local podcast, co-hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss the actions or elements that could be cut to save money in your organization and those that are not wise to cut. Episode Highlights:
Scott thinks that many organizations are cutting immediately in areas that may not be wise to cut immediately. (3:11)
Scott mentions that his first recommendation is to look for the waste. (3:55)
Scott shares that for every different type of organization, there are different types of decisions but for most organizations, t...
2020-12-1521 min
NP LocalHelpful Tips for Navigating COVID ChallengesIn this episode of the NP Local podcast, co-hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss how the COVID-19 crisis is impacting small organizations differently than larger organizations and share tips on how to navigate the challenges brought by the crisis. Episode Highlights:
Jason mentions that today’s topic is relevant to Scott. (1:16)
Scott mentions that he came across a report from the Blackbaud Institute called the Blackbaud Institute index. (2:24)
Scott shares that the Blackbaud Institute is a software company that has several different software packages. (2:57)
Scott shares that he was very interested in...
2020-12-0820 min
Age of IndiependenceJason Cass & Katlyn Eggar: Welcome To The ShowIn this final episode of the Agency Intelligence podcast miniseries, Age of Independence, host Katlyn Eggar is joined by Jason Cass, giving insights about her interviews and experiences with the rock stars of the insurance industry. Katlyn also discusses how the Age of Indiependence became a huge part of her journey and where that journey is headed.Episode Highlights:
Katlyn thinks that one of the greatest factors about guest hosting a podcast is the opportunity to interview such amazing guests and be joined by rock stars in the industry. (2:11)
Jason shares one of...
2020-11-2437 min
NP LocalEngaging the Board Is Boring, Here Is How to Make It FunIn this episode of the NP Local podcast, co-hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss how to engage your board and how to make the engagement fun and meaningful for the board members.Episode Highlights:
Scott gives a summary of the ways to engage your board. (2:09)
Scott shares that you have to remember that board members are not corporate board members getting stock options for serving. Rather, they are volunteers and givers. (4:56)
Scott mentions that you must have accountability between the board, staff, and the general public. Because the purpose of a public charity...
2020-11-2423 min
NP LocalEngaging the Board Is Hard, Here Is How to Make It EasyIn this episode of the NP Local podcast, co-hosts, Jason Cass and Scott Niermann, MPA, CFRE, share three basic tips on engaging your board and talk about understanding your vision and its significance in the foundation of your Nonprofit. Episode Highlights:
Jason mentions that they’re starting to receive feedback from the podcast listeners. (1:06)
Scott mentions that the board is legally responsible, but it’s on the staff to engage the board. (2:26)
Scott shares that in reality, it’s still on the Director to make sure that the board has the necessary information, structure, and meaning behind...
2020-11-1720 min
NP LocalMeasure Your Mission, Your Two Bottom LinesIn this episode of the NP Local podcast, co-hosts, Jason Cass and Scott Niermann, MPA, CFRE, discuss the definition of nonprofit and finding a way to measure its mission, as well as the three parts of a bottom line.Episode Highlights:
Scott thinks that most well meaning nonprofit staff may lose focus on the financial side, and others that are very focused on the financial side, they lose the mission. (3:48)
Scott mentions that the bottom line is the idea that we must have a financial bottom line. (4:04)
Scott shares that the second bottom...
2020-11-1023 min
NP LocalThe Fundraising Pyramid, Know It to Grow Your NonprofitIn this episode of the NP Local podcast, co-hosts, Jason Cass and Scott Niermann, MPA, CFRE, continue to discuss funding and fundraising. Jason and Scott talk about the fundraising pyramid and understanding each layer of the pyramid.Episode Highlights:
Scott describes the fundraising pyramid. (3:27)
Scott shares that the bottom layer of the pyramid is the foundation for everything on top of it, and being first-time donors. (3:42)
Scott shares that in reality, anything that you're doing in the broad base, is going to be a two to one return. (4:46)
Scott shares one of the elements that he...
2020-11-0323 min
NP LocalThe Basics of Fundraising for Your Non ProfitIn this episode of the NP Local podcast, hosts Jason Cass and Scott Niermann, MPA, CFRE, discuss the significance of funding in the nonprofit industry and share how Benjamin Franklin founded the fundraising school.Key Quotes:
“The benefit of NP Local, we understand that your community is always local, and that is what we're striving to do, is help you strengthen that community.” - Jason Cass (3:45)
“Funding is so important because it's important that folks understand what a nonprofit is, and the fact that an organization has to have something left on December 31 in order to open t...
2020-10-1423 min
NP LocalWhy NP Local?In the first episode of the NP Local podcast, co-hosts, Jason Cass, and Scott Niermann, MPA, CFRE discuss the size, scope, and changes taking place in the nonprofit sector that have implications for anyone in the field. Nonprofit leaders listen to NP Local to gain new and different perspectives on important nonprofit topics, and to discover how the next generation of nonprofit leaders can make informed decisions as they are placed in positions of increasing responsibility.Key Quotes:
“One of the things that we do in our insurance agency, we only do a few are nonprofits. We...
2020-10-1321 min
Explain This Book To MeBook 1, Episode 2: Chapters 2 & 3. How Did Geico Change The Game for Jason Cass?In this episode of Explain This Book To Me podcast, host Josh Lipstone continues his conversation with Jason Cass, author of Customer Service Is Just Foreplay: The Modern Customer Experience Will Separate You From Your Competition. Josh and Jason discuss how the independent insurance agent is like a frog in a pot of boiling water, the companies that you need to be successful, and the impact of a phone call with a prospect about the past experiences she had with Geico Insurance. Episode Highlights:
Josh reminds the loyal listeners to r...
2020-07-1750 min
Finding Peak w/ Ryan HanleyEverything You Never Wanted But Need to Know About Jason CassSpartan philosophy, built in the black-ops lab of business: https://www.findingpeak.comFinding Peak podcast: https://linktr.ee/ryan_hanleyJason Cass is one of the most underappreciated and misunderstood resources in the insurance industry. It's time we pull back the curtain. Get more: https://ryanhanley.com/--Recommended Tools for GrowthOpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opusRiverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riversideWhisperFlow: Never waste time typing on your keyboard again: https://link...
2020-02-031h 16
Fintech ImpactNest Wealth & Razor Plan with Randy Cass (CEO) & David Faulkner (Head of Research) | E92In this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives. Episode Highlights: ● 00:58: – Nest Wealth was one of the earliest robo-advisor platforms. ● 01:35: – Razor Plan offers financial planning software and has become the number one platform of independent financial advisors. ● 02:21: – Their merger felt destined to happen. ● 04:04: – The Razor team was brought into Nest to combine their different expertise. ● 08:35...
2019-10-2239 min
Fintech ImpactNest Wealth with Randy Cass (Founder & CEO) | EP32During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to creating Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.●01:11 – Nest Wealth helps firms, individuals, even employers move whatever process they’ve been using historically and allows them to run...
2018-08-1445 min