Shows
Above The BusinessEpisode 355: Executive Presence and Leadership with Dr. Alexa ChilcuttDr. Alexa Chilcutt is an expert in leadership and team communication, professional public speaking skills, and executive presence. She joins Bradley to share her wealth of experience and knowledge of working with technical professionals in adopting executive presence in the workplace and the importance for managers and leaders to develop strong communication and public speaking skills within teams. Alexa develops and delivers custom training on the topics of communication, impression management/executive presence, executive presentation skills, and team leadership for corporate clients. She also works as an executive coach for women in leadership and those identified as...
2024-05-0636 minAbove The BusinessEpisode 354: The Rule of 40A common misconception is that growth and profit go hand in hand. However, the relationship between the two is more nuanced. This is where the Rule of 40 comes into play, offering a valuable framework for business owners to navigate the balance between growth aspirations and sustainable profitability. Listen to hear how you can use The Rule of 40 to increase your profitability.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are...
2024-05-0308 minAbove The BusinessEpisode 353: The Workplace Performance Expert Henna PryorIn this episode, Henna shares key advice for owners on improving workplace performance. Henna Pryor, PCC is a dynamic Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, virtual presenter, author, and professional executive coach. Her playful style and high-impact talks blend 2 decades of work with corporate leaders and teams, with a fresh, science-based approach to taking more strategic risks and boosting social and mental fitness for success at work.She has been invited to speak twice for TEDx in NYC and Wilmington, DE, and brings her expertise to a variety of global organizations...
2024-04-2952 minAbove The BusinessEpisode 352: The 3 D'sYou can create a culture of continuous improvement if you stop waiting for the right time. Listen to this quick episode to discover how Bradley has done this in his own businesses.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit...
2024-04-2614 minAbove The BusinessEpisode 351: Say Less, Get More with Fotini IconomopoulosFotini Iconomopoulos is a best-selling author of HarperCollins’ “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want.” Fotini is the person Fortune 50 executives call into to help with their high stakes negotiations or to empower their teams through her intensive workshops on negotiation, communication and persuasion. Fotini occasionally returns to the classroom as an instructor of MBA Negotiations at the Schulich (SHOE-lick) School of Business at York University in Toronto. She’s a regular media guest on outlets including CBC, Forbes and Harvard Business Review, she’s been recognized with a number of awards including a Top 40 und...
2024-04-2254 minAbove The BusinessEpisode 350: The MastersYou may or may not be a golf fan, but you can pull some of the principles Bradley observed at The Masters into your business. From standards to best practices to the way improvements are done, listen to this quick episode and see what you can take from it!Join us for the next Above The Business event at www.abovethebusiness.coThanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to...
2024-04-1915 minAbove The BusinessEpisode 349: The True Value of Your Team with Jay Adkins (Part 2)Part 2: Bradley shares about the value of a teams, from recruiting to development, to retaining A-Players, and why it's one of the most valuable investments you can make.Ready to master team development for your business? Join Bradley and guest keynote speakers to learn proven systems and processes for teams at The April 2 Day Intensive! This event is free for business owners, but you have to register. Make sure you save your seat at this virtual event, happening April 23rd and 24th, when you visit https://www.abovethebusiness.co/teams-april-intensive.Then, Jay Adkins, host of...
2024-04-1750 minAbove The BusinessEpisode 348: The True Value of Your Team with Jay Adkins (Part 1)Part 1: Bradley shares about the value of a teams, from recruiting to development, to retaining A-Players, and why it's one of the most valuable investments you can make.Ready to master team development for your business? Join Bradley and guest keynote speakers to learn proven systems and processes for teams at The April 2 Day Intensive! This event is free for business owners, but you have to register. Make sure you save your seat at this virtual event, happening April 23rd and 24th, when you visit https://www.abovethebusiness.co/teams-april-intensive.Then, Jay Adkins, host of...
2024-04-1557 minAbove The BusinessEpisode 347: Getting On Top vs. Staying On TopIt is a lot easier to take a struggling team or business to the top than it is to keep it at the top of their game. In this episode, Bradley shares what he's learned, what his clients have experienced, and how you can not just get to the top in business, but also stay there.Register for our upcoming Above The Business event: Teams - The 2 Day April Intensive! Learn more and save your seat here: https://www.abovethebusiness.co/teams-april-intensiveThanks to our sponsors...Club Capital provides monthly accounting, tax, and...
2024-04-1210 minAbove The BusinessEpisode 346: Uncommon Greatness with Mark MillerFormer Vice President of High Performance Leadership at Chick-fil-A, Inc. and Wall Street Journal bestselling author, Mark Miller, believes that, with the right tools, every leader has the ability to change the world. In this episode, he discusses his Five Fundamentals to Transform Your Leadership.So many leaders are barely maintaining the status quo, struggling to fully embrace their distinctive roles as architects of their companies’ futures. Put simply, they are facing significant challenges and are unable to discern the path forward to unleash their complete potential.In an exploration of the path to achieve true...
2024-04-0847 minAbove The BusinessEpisode 345: Red to Yellow to GreenBuilding on the concept of having scoreboards, dashboards, and scorecards in your business, Bradley share how he has begun to track growth and progress using color coding with his numbers. It gives a great visual summary of what's growing, stagnant, and declining in your business and supports your planning efforts for the next month and the next quarter.Register for our upcoming Above The Business event: Teams - The 2 Day April Intensive! Learn more and save your seat here: https://www.abovethebusiness.co/teams-april-intensiveThanks to our sponsors...Club Capital provides monthly accounting...
2024-04-0515 minAbove The BusinessEpisode 344: Guts and Glory with Luis ScottToday on the podcast, Luis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur - joins Bradley to discuss growing your business to 8 figures. Founder of 8 Figure Firm Consulting, Luis’ entrepreneurial spirit has revolutionized the legal profession. Join us as he shares insights, inspiring stories, and invaluable wisdom to empower entrepreneurs on their journey to extraordinary success. With an impressive career spanning over two decades, Luis’s role as a managing partner guided numerous families through the complexities of the legal system with unwavering dedication. Founding 8 Figure Firm Consulting, Luis revolutionized the legal profession by e...
2024-04-0134 minAbove The BusinessEpisode 343: Can A Business Grow Beyond Its Owner?Does your business growth feel capped by your schedule? Bradley thinks that if we can combine team plus an operating system for the business to run on, your business can run and scale far beyond what you can do individually. Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will...
2024-03-2913 minAbove The BusinessEpisode 342: Scaling Businesses with Beers (Brian Beers)Today on the podcast, you'll meet Brian Beers. Brian is a dynamic entrepreneur, podcast host, and proud father. Over the last few years, Brian and his brother have scaled their franchise auto repair business from 6 to 33 locations doing over $40M a year in revenue. Brian offers valuable insights into scaling a business and the rewards of multi-unit franchising.Remember to join us for The Quarterly - an Above The Business event for owners! Learn more and register at www.abovethebusiness.coYou can listen to Brian's podcast at https://businesswithbeers.buzzsprout.com/. You can also...
2024-03-2544 minAbove The BusinessEpisode 341: Community and AIAI can do so much for business owners, but there is one critical piece it cannot accomplish. Bradley shares his thoughts about this key limitation of AI - community - and what you can do about it.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and...
2024-03-2208 minAbove The BusinessEpisode 340: Scaling Made Simple with Andrew FilarAndrew Filar shares a wealth of knowledge on how he (alongside his sales manager) has helped scale the largest Allstate agency in the country. Andrew was the CEO of the Ted Todd Insurance agency in Florida and a managing partner/owners of an agency in Georgia. He is known for his ideal balance of leadership-by-example and exceptional strategic intuition. In this episode, Andrew shares several tips for agency owners and producers on how they can become better and scale too!Download the Sales Compensation Plan: https://nextcallclub.com/2024-compplan/ Join us for The Quarterly, a...
2024-03-1843 minAbove The BusinessEpisode 339: A $33 Salad ROIHave you ever considered the ROI of a salad? This may seem like a strange question, but the answer lies in how valuable your time is and your buyback rate. In this episode, Bradley shares how he bought back his time (and energy) with a salad.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing...
2024-03-1509 minAbove The BusinessEpisode 338: How To Hire with CareerPlug Founder + CEO Clint SmithHiring has never been more challenging, that's why Clint Smith is joining us on this episode to discuss exactly how to hire. Clint is the founder and CEO of CareerPlug, whose hiring software powers the growth for over 17,000 companies. In this episode, he touches on some of the main topics from his book (grab your free copy using the link a little below), including: Clarifying mission/vision/values, understanding who you need, attracting high-quality candidates, running an effective hiring process, building a winning culture, and more.His book, "How to Hire," was written with one word in...
2024-03-1138 minAbove The BusinessEpisode 337: Clear OutcomesToday on the podcast, Bradley shares how clear outcomes can transform your meetings, performance culture, and business growth. Listen to see how this simple tweak in how you run calls will make all the difference!Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in...
2024-03-0808 minAbove The BusinessEpisode 336: SYSTEMology with David JenynsToday on the podcast, David Jenyns joins Bradley to discuss streamlining your business operations through systems. David is a serial entrepreneur, systems devotee, and founder of SYSTEMology, a company dedicated to helping business owners worldwide scale and streamline their operations. With over 20 years of experience in franchising, digital marketing, and business strategy, Jenyns has established himself as a trusted leader in the industry.After successfully systemising his own digital agency in 2016, Jenyns turned his attention to helping others achieve the same level of success. He founded SYSTEMology, a proven seven-step process for managing clients and implementing systems...
2024-03-0446 minAbove The BusinessEpisode 335: The Perfect BusinessYour ability as a CEO and the visionary entrepreneur is to find the problems in your business, and then work to create systems. Even when those are fixed, you're going to encounter more problems along the way, because the business is going to grow and develop. Ultimately, the business is not perfect, and it never will be. But in this episode, Bradley shares his experiences on creating systems that can grow and develop with your business.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more...
2024-03-0110 minAbove The BusinessEpisode 334: Finding A-Players with Kolby GoodmanToday on the podcast, Kolby Goodman joins Bradley to discuss finding the best team members, aka A-Players, for your business. Kolby is the founder of the hiring consulting firm, BestFirstNow. He helps highly educated owner operators, including doctors, dentists, veterinarians, attorneys, CPAs, architects, and so many more, stop hiring “average” candidates and start hiring Impactful Problem Solvers.After a decade placing over 5,000 high achieving professionals in their dream roles, Kolby experienced the full spectrum of interview horror stories and the countless ways well-meaning leaders were unintentionally driving away top talent.While many leaders are experts in thei...
2024-02-2644 minAbove The BusinessEpisode 333: Building a Sales PlaybookWhat do your sales conversations look like? How do you increase the value of a customer? How do you retain customers in your business? In this episode, Bradley discusses how to build a sales playbook to create processes that run like clockwork.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and...
2024-02-2307 minAbove The BusinessEpisode 332: Breaking Down Small Business Payments with Jeff MaineToday on the podcast, Jeff Maine joins Bradley to discuss small business payments. Jeff is the founder of Pay Proudly and his mission is twofold: to provide business owners with payment clarity and to support communities through charity. Throughout his career, he saw that there was a gap in the marketplace for relational support in payment processing. Payment processing is the lifeblood of a business and Jeff and his team are passionate about educating business owners on how important having the right payment processor is for your business.As an industry disrupter, Jeff is on a Mission to br...
2024-02-1934 minAbove The BusinessEpisode 331: The Weekly Meeting With YourselfEntrepreneurs and business owners desire freedom. This is often why we went into business. But in this episode, Bradley shares how some systems and structures can create more freedom for you as the owner. One such thing is a weekly "meeting" with yourself.Grab the free BlueprintOS tool, Sunday Night Planning, at www.blueprintos.com/assetsThanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make...
2024-02-1611 minAbove The BusinessEpisode 330: Disruption, AI & Leaning In with Troy KorsgadenToday on the podcast, Troy discusses key industry changes with Bradley. 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 financial services companies.As a consultant, platform speaker, and author of eight books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with cons...
2024-02-1244 minAbove The BusinessEpisode 329: The Discipline I Wish I HadBradley reflects on how he would "wing it" in his business, figure everything out as it came up, and continue to lead reactively. Hear how he had to step back from his business to design how he wanted to lead it, and the difference it made for his brand and team.Grab the free tool, Perfect Repeatable Week, from BlueprintOS to begin designing the week you need as a leader. (www.blueprintos.com/assets)Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more...
2024-02-0909 minAbove The BusinessEpisode 328: Lead Better Now with Jake ThompsonToday on the podcast, Jake Thompson joins us to discuss leadership, mindset, habits, and team development! Jake started his company selling t-shirts out of the back of his car behind a gym in 2011. He is passionate about competition and helping people apply a competitive mindset to create the results they want out of life.He knows firsthand how this mindset helps leaders become more resilient, successful, and mentally tough to handle everything life throws at them.Today, he is the Chief Encouragement Officer at Compete Every Day and a performance coach who travels around the...
2024-02-0549 minAbove The BusinessEpisode 327: SabanWhat are 5 things that you can take from the highly successful University of Alabama football team and translate into your business? Process-minded thinking, the importance of culture, A-players, standards, and consistency. In this episode, we'll dive into the importance of each one.Grab the Time and Energy audit Bradley mentioned for business owners at www.blueprintos.com/assetsThanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready...
2024-02-0209 minAbove The BusinessEpisode 326: Recast - Tax Season Tips and Best PracticesWith taxes for the 2023 fiscal season over, we're sharing tips and best practices for your taxes in this recast of a recent webinar with the Club Capital team. Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to...
2024-01-2956 minAbove The BusinessEpisode 325: 8,760 HoursIf you're a business owner, you know that there's a conventional 40 hour week. There's approximately 2,080 working hours in a year. But how you spend your 8,760 hours each year can change your business and your life.Want to design how you use your time? Grab the BlueprintOS Asset, Time and Energy Audit for free: https://www.blueprintos.com/assets/Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready...
2024-01-2616 minAbove The BusinessEpisode 324: The Performance Paradox with Eduardo BriceñoEduardo Briceño is a global keynote speaker, facilitator, and author who guides many of the world’s leading companies in developing cultures of learning and high performance. His TED talk, “How To Get Better At The Things You Care About,” and his TEDx talk, “The Power of Belief,” have been viewed over nine million times. His book, The Performance Paradox: Turning the Power of Mindset into Action, was selected as a “Must-Read” by the Next Big Idea Club, which is curated by Susan Cain, Malcolm Gladwell, Adam Grant, and Dan Pink.In 2023, Eduardo was shortlisted by Thinkers50 (desc...
2024-01-2245 minAbove The BusinessEpisode 323: Dread Going Back To WorkIf you've been dreading going back to work, feel stuck in the business as the year kicks off, and aren't sure how to shift your business from depending on you, this episode is for you.Grab the free BlueprintOS asset, The 2024 Preloaded Year: https://www.blueprintos.com/assets/Join Above The Business for The Kickoff on January 23rd! Register here: https://www.abovethebusiness.co/thekickoff2024 One of the most challenging parts of being a business owner: making fantastic plans in December that translate into action in January. There are three things that can radically change...
2024-01-1912 minAbove The BusinessEpisode 322: The Structure of Success with Patrick EspositoToday on the podcast, Patrick Esposito joins Bradley to discuss why many businesses fail by their 5th year, and how to avoid it. Patrick is the author of THE STRUCTURE OF SUCCESS, is president of ACME General Corp. and also serves as counsel with Spilman Thomas & Battle law firm. He has helped found, lead, and advise businesses in technology, consulting, and other sectors. Esposito was co-founder of Augusta Systems, Inc., which was acquired by Intergraph Corporation, and was co-founder of Resilient Technologies LLC, which was acquired by Polaris Inc. For his new book, THE STRUCTURE OF SUCCESS, he...
2024-01-1541 minAbove The BusinessEpisode 321: PersonalOS Part 2The most important thing you can do for your team is to give them your energy, but you can't give what you don't have. In the second part of PersonalOS, Bradley shares how you can prioritize taking action on your business objectives, protect your time and energy, and lead yourself first.Grab the BlueprintOS tools for owners, including the Pre-Loaded Year and the Time and Energy Assessment at www.blueprintos.com/assetsJoin us for our first Above The Business event of the year - The Kickoff! You can embrace a higher way of business...
2024-01-1210 minAbove The BusinessEpisode 320: Consistent Success & Remote Culture with Alex ShattuckToday on the podcast, Alex Shattuck joins Bradley to discuss market challenge and profitability, timing your team growth and new hires, retaining A-Players, the strategy behind remote work, and building success year over year.Alex Shattuck fought in Fallujah, Iraq as an infantry Marine in 2006/2007. He leveraged those experiences upon his return home launching multiple insurance agencies, a real estate company, the recruiting service Autopilot Recruiting and a business consulting company. In 2021, he published his first book "Complacency Kills". He just released his second book “Small Business, BIG RECRUITING” earlier in fall 2023. He’s on a mission to hel...
2024-01-0851 minAbove The BusinessEpisode 319: PersonalOS Part 1In this quick episode, Bradley shares the importance of leading yourself to lead your business. He covers unintentional consumption of information, how to choose books, podcasts, and videos that will help propel your business forward, and shares his process for planning the year.BlueprintOS developed a tool to support intentional use of time in business and in self leadership called The Pre-Loaded Year. You can get it at www.blueprintos.com/assets for free to begin allocating your time for the entire year.If you’d like to dig deeper in developing intentional forward motion in...
2024-01-0512 minAbove The BusinessEpisode 318: Looking Ahead to 2024Happy New Year! As we look ahead to 2024, Bradley shares some thoughts and one key tool that you can use to plan out your use of time, priorities, and business growth.Grab The FREE Pre-Loaded Year Template: https://www.blueprintos.com/assets/#latest Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, p...
2024-01-0113 minAbove The BusinessEpisode 317: Above The Business WrappedA review of our 2023 Top 10 Episodes including Damon West, Troy Korsgaden, Jack Wiley, Cameron Herold, David Peterson, Walker Deibel, Allan Dib, Andrew Filar, Alex Shattuck, and Mike Michalowicz.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to...
2023-12-2932 minAbove The BusinessEpisode 316: 2023 Log of Lessons LearnedIn this episode, Bradley shares some of his key lessons learned in business this year. A few of those include...Work with your mind, rest with your hands."It's lonely at the top," but that's a choice.The only person worth modeling is your future self....and more. Also think through your own lessons learned, and how you can start a log for 2024.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching...
2023-12-2611 minAbove The BusinessEpisode 315: It Takes What It TakesIn this episode, Bradley encourages business owners to take the time to identify the obstacles between their Point A and Point B. What is keeping you from reaching your desired reality in December 2024? Think through this important question with Bradley and discover a process to turn your obstacles into your way forward.Thanks to our sponsors:Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect...
2023-12-2208 minAbove The BusinessEpisode 314: Don't Wait For Someone Else To Fix It with Doug Lennick and Chuck WachendorferToday on the podcast, Doug Lennick and Chuck Wachendorfer join Bradley to share how you cannot wait for someone else to fix things in your business. Every leader wants to boost their team's productivity. The first step is to strengthen your own leadership skills through learning agility, effective communication, and embracing empathy and compassion.Experts Doug Lennick and Chuck Wachendorfer, partners at think2perform and authors of the new book, **DON’T WAIT FOR SOMEONE ELSE TO FIX IT**, discuss their unbeatable approach to productivity:1. Learning Agility — A leader's ability to analyze new business situations and solve prob...
2023-12-1854 minAbove The BusinessEpisode 313: The Obstacle Is The WayWhen you're facing an issue in your business, it can be easy to think through all the levers to pull. However, you may be missing the most effective solution. In this episode, Bradley discusses why the Obstacle Is The Way forward.Thanks to our sponsors:Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines...
2023-12-1509 minAbove The BusinessEpisode 312: Becoming a Changemaker with Alex BudakIn today's episode,Alex Budak, author of "Becoming a Changemaker" joined Bradley to discuss the importance of embracing change in business. Alex is a UC Berkeley faculty member, social entrepreneur, author, and keynote speaker. He helps people from all walks of life go beyond themselves, become changemakers, and make a positive impact in their careers, companies, and communities. His book, Becoming a Changemaker (Hachette, 2022) is described by NYTimes best-selling author Dan Heath as "a catalyst for a new generation of leaders committed to changing the world" and has been endorsed by Nobel Prize winners, Olympic athletes, and...
2023-12-1141 minAbove The BusinessEpisode 311: The Annual2023 went one of two ways for you and your business……either you didn’t have the year you wanted and you want to trash it……or you had a good year and you’re ready to build on it and have a GREAT year.You’ve probably done business planning in the past. You have a million great ideas, you do the exercises, then it just sits on the corner of your desk as a constant reminder of all the things you didn’t get to. Or, you’re stuck in the one-year sprint cycle that leads to burn...
2023-12-0815 minAbove The BusinessEpisode 310: All In with Mike MichalowiczToday on the podcast, Mike Michalowicz joins Bradley to discuss going "all in" on your business. Mike is the entrepreneur behind three multimillion-dollar companies and is the author of several business books, including Profit First, Clockwork, The Pumpkin Plan and his newest book, All In. Mike is a former small business columnist for The Wall Street Journal and business makeover expert for MSNBC. He regularly travels the globe as an entrepreneurial advocate.Mike’s books have been translated into over 27 different languages. His bestselling book, Profit First, has sold more than one million copies. He also is a...
2023-12-0435 minAbove The BusinessEpisode 309: Above the Business Podcast Relaunch!Bradley and Micah announce an exciting change for the podcast. What if you could step out of the day-to-day and see your business from a whole new perspective? Welcome to Above The Business, where we empower you to rise above the daily grind and embrace a higher way of business ownership. It's time to build your business by design.Thanks to our sponsors: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...
2023-12-0137 minAbove The BusinessEpisode 308: Successfully Staff Your Business with David WilliamsDavid started as an entrepreneur in 2009 after the major company he worked for shut its doors, leaving him having to find another path in life. David went to work and launched his first business in the insurance industry. He took the business from scratch and grew it to $22 million in reoccurring revenue over the course of a few years.Since then David has successfully launched and scaled numerous 7 & 8 figure businesses. David is the co-founder of www.Teamhired.com which is a dedicated recruiting company that successfully staffs insurance agencies around the country, 15 million in real estate/airbnbs, Strate...
2023-11-2757 minAbove The BusinessEpisode 307: The Bottom Line - The Someday ShelfMost business owners have new ideas every day, but those ideas get lost by the following week. In this episode, Bradley shares the concept of "The Someday Shelf" and how it can help you as a leader.Thanks to our sponsors: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 ww...
2023-11-2413 minAbove The BusinessEpisode 306: Powerful Phrases for Dealing With Workplace Conflict with Karin Hurt and David DyeToday on the podcast, Erica Hurt and David Dye join Bradley to discuss powerful phrases for dealing with workplace conflict and their new book. As owners, it’s important to understand that workplace conflict is a growing problem—everywhere. The workforce has been through unprecedented change in the last few years—for better and worse. We’ve heard all about employee stress, disengagement, quiet quitting, and mass resignations. Has all the rapid change led to more conflict in the workplace? Is conflict wearing us all down? At what cost?Workplace culture and communication experts, Karin Hurt and David Dy...
2023-11-2045 minAbove The BusinessEpisode 305: The Bottom Line - Your Team Is Not YouYou should not be handling the same responsibilities as your team day in and day out. That will strip you of the freedom and flexibility you desired when you became an entrepreneur. Listen and learn how to ensure that you're empowering your team to work in the business when you are off.Thanks to our sponsors: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...
2023-11-1709 minAbove The BusinessEpisode 303: The Bottom Line - MomentumHow can you create a dramatic shift of momentum in your business...and sustain it? Listen to this quick episode to find out!Thanks to our sponsors: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.Coach P...
2023-11-1010 minAbove The BusinessEpisode 302: Becoming an Unlocked Leader with Hortense le GentilToday on the podcast, Hortense Le Gentile joins Bradley to discuss leadership and her latest book, The Unlocked Leader. Today more than ever, leading with humanity and empathy is mission-critical for any team or organization seeking to achieve its highest potential. Yet too many leaders blunt their impact by confining their ability to inspire, allowing it to stay locked up inside themselves. They remain trapped in the outdated myth that they must be superhero leaders ⎯ infallible, unflappable, and fearless ⎯even though the human leaders who embrace empathy, vulnerability, and authenticity are proven most effective. Hortense is a world...
2023-11-0600 minAbove The BusinessEpisode 301: The Bottom Line - Bandon DunesBradley shares his business takeaways from a recent golf trip to Bandon Dunes, including exceeding expectations, knowing your audience, and building the team that can execute your strategy.Thanks to our sponsors: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 ge...
2023-11-0318 minAbove The BusinessEpisode 300: The Manager's Handbook with Dave DodsonToday on the podcast, David Dodson joins us to discuss his newest book, The Manager's Handbook: Five Simple Steps to Build a Team, Stay Focused, Make Better Decisions, and Crush Your Competition.Dave is on the faculty of Stanford University’s Graduate School of Business, where he guides students in tactical execution. He teaches one of the most sought-after courses at Stanford, and in 2023 The Economist listed his course as one of the three “hottest” courses at Stanford. He is a recent recipient of the MSx Teaching Excellence Award and a six-time speaker in the graduation Last Lecture ...
2023-10-3045 minAbove The BusinessEpisode 299: The Bottom Line - The Time Will Never ComeIt's easy to put off business building activities until it is more convenient. The bad news? The time will never come when it is convenient. The good news? The sooner you start, the sooner your business processes improve.Thanks to our sponsors: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...
2023-10-2700 minAbove The BusinessEpisode 298: The Value of Employee Buy-In and Customer Experience with Ron HoltRon Holt is a chemist turned entrepreneur whose first business, Two Maids & A Mop was built into a 100 franchise network and then sold to finance his next venture. He shares keys to his success in building and exiting a valuable business, plus his process in doing it all over again in a new industry.Ron is the Founder of Pink Zebra Moving. His company aims to disrupt the local moving industry by providing a better, more positive customer experience. From surprise meals prior to move day to fun antics at unexpected times, Pink Zebra Moving wants to...
2023-10-2353 minAbove The BusinessEpisode 297: The Bottom Line - What Or How?As a business owner, you need to ask yourself if you're stuck on what needs to happen next, or if you're stuck on how to make the "what" happen. This will lead you to the right solution.Thanks to our sponsors: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 ww...
2023-10-2005 minAbove The BusinessEpisode 296: The Coaching Habit with Michael Bungay StanierToday on the podcast, Michael Bungay Stanier joins us. Michael has written books that have sold about a million copies all told, including The Coaching Habit, a self-published book that’s become the best-selling book on coaching this century. He founded a training and development company, Box of Crayons, that has taught coaching skills to hundreds of thousands of people around the world. He loves that it’s a human-centered place to work, and that it practices what it preaches.But wait! There’s more! He’s been happily married for 30 years or so; he was a Rhodes Scholar...
2023-10-1650 minAbove The BusinessEpisode 295: The Bottom Line - Typhoon LagoonBradley recently went to Disney with his kids, and he learned an important lesson about training your team from their practice. Here's how you can improve your salesforce trainings, based on Disney's methods:** JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY! **This community has access to a seat at the live recordings for all Monday podcast episodes, monthly, live Q&As with our favorite podcast guests, a private community on Facebook, and more. It launches June 1st, 2023 - grab your spot using this link: www.club.capital/podcast Thanks to our sponsors:Club...
2023-10-1308 minAbove The BusinessEpisode 294: Sales and Marketing Alignment with Tom YoungToday on the podcast, Tom Young joins Bradley to discuss marketing and sales, winning the website war, and more. He is the author of “Winning the Website War” and “Intuitive Selling.” Thomas Young is CEO and Founder of Intuitive Websites – a digital marketing agency based in Colorado. Tom has worked with hundreds of companies on improving digital marketing and website performance.He is an award-winning speaker and has presented to thousands of key business executives across the U.S. and Canada. These presentations are excellent for break-out sessions and small groups at a variety of events!
2023-10-0945 minAbove The BusinessEpisode 293: The Bottom Line - It's A Hard "No"As a business owner, sometimes you give a hard “no.” Here is my process for making those decisions.** JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY! **This community has access to a seat at the live recordings for all Monday podcast episodes, monthly, live Q&As with our favorite podcast guests, a private community on Facebook, and more. It launches June 1st, 2023 - grab your spot using this link: www.club.capital/podcast Thanks to our sponsors:Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www...
2023-10-0608 minAbove The BusinessEpisode 292: Hiring, Training and Management with Steve SuggsToday on the podcast, Steve Suggs joins us to talk about hiring, training and management. He an author of the book Can They Sell as well as a speaker, trainer, and consultant. 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 thirty-seven years. Steve obtained his business degree at Lipscomb University in Nashville, TN.Upon graduation he began his career in sales at Northwestern Mutual, and quickly moved to sales management. After fifteen years in sales and sales management with Northwestern M...
2023-10-0346 minAbove The BusinessEpisode 291: The Bottom Line - The 10x Mind ExpanderOne of the most important things in business is your beliefs. The way you think about things - and getting around people who think bigger than you - will change your business.** JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY! **This community has access to a seat at the live recordings for all Monday podcast episodes, monthly, live Q&As with our favorite podcast guests, a private community on Facebook, and more. It launches June 1st, 2023 - grab your spot using this link: www.club.capital/podcast Thanks to our sponsors:Club Capital...
2023-09-2909 minAbove The BusinessEpisode 290: Business Levers with Amos SchwartzfarbToday on the podcast, Amos Schwartzfarb joins us to talk Business Levers. He is a serial entrepreneur and veteran Managing Director of Techstars Austin comes the elemental, essential, and effective strategy that will help any startup identify, build, and grow their customers from day 1.His most recently co-authored book, Levers, shows you step by step how to identify and move the levers that unlock growth and create predictability across every aspect of your business.Built on decades of experience across hundreds of companies, Levers condenses the essentials of creating a metrics-driven company into five core w...
2023-09-2553 minAbove The BusinessEpisode 288: Teamwork for Modern Leaders with Erik KrugerDo you know the secret weapon of modern leaders? They are masters of change. Today on the podcast, Erik Kruger joins us to discuss modern leadership, high-performing teams, and transformative success.In the ever-evolving business landscape, exceptional leaders understand that adaptability, agility, and the ability to build strong teams are paramount. By embracing change and fostering a culture of collaboration, they fearlessly navigate uncharted territories, inspire their teams, and lead them towards transformative success.And Erik is here to show you how to do it.Erik Kruger stands as a formidable force in...
2023-09-1851 minAbove The BusinessEpisode 286: Scott Foster and Steve Cannon on Leadership, Team-Building and Life Insurance (Replay)Today's audience favorite is from Scott Foster and Steve Cannon!Scott Foster and Steve Cannon, two legends in the world of insurance, stop by the Club Capital Leadership Podcast to share jewels regarding running an agency, taking care of your community, life insurance and retaining clients and employees for decades. Scott is a native of Georgia, Scott graduated Magna Cum Laude from the University of Georgia with a degree in Risk Management & Insurance. Along with his CLU designation, Scott is a life and qualifying member of the Million Dollar Round Table. He has been in...
2023-09-131h 19Above The BusinessEpisode 285: The Power of an EA with Jeremy BurrowsWhether you have an EA now or are considering hiring one, this episode will give you a fresh perspective on the role. Jeremy shares that his leader hired him with the goal of staying healthy, staying married, and staying in business. Learn how you can leverage the role of an EA in your business to buy back your time and design your life.Jeremy Burrows is a longtime executive assistant, international speaker and trainer, founder of The Leader Assistant Community and Premium Membership, author of the #1 Amazon Bestselling book, The Leader Assistant: Four Pillars of a Confident, Game...
2023-09-1140 minAbove The BusinessEpisode 283: Fireside Chat - The Insurance Lab with Vlad Cherchenko (Recast)In this episode, we are sharing another listener favorite interview. Bradley talks with Vlad Cherchenko about his insurance career, his powerful sales referral process, and his consulting agency.Vlad shared how his sales referral process helped him write 152 policies in his 9th month as an insurance producer, and how he continued to write 150+ policies after that. You can get his free sales script on his website, linked below. While that script is focused on insurance agencies, anyone who runs a business that needs referrals will benefit from it!He launched his consulting business in 2016 after a...
2023-09-0656 minAbove The BusinessEpisode 282: Change Your Thinking, Change Your Business with Alex ShattuckIn today's episode, listener favorite Alex Shattuck is back to discuss how business owners must expand their thinking to grow their businesses. Bradley invites listeners to adopt Alex's thinking above all else.Alex Shattuck fought in Fallujah, Iraq as an infantry Marine in 2006/2007. He leveraged those experiences upon his return home launching three State Farm agencies, a real estate company, the recruiting service Autopilot Recruiting and a business consulting company. He is also a best-selling author. In 2021, he published his first book "Complacency Kills” and released his second book “Small Business, BIG RECRUITING” the following year. Alex is on...
2023-09-0549 minAbove The BusinessEpisode 279: CEO of The Largest Allstate Agency in the US Andrew Filar on GrowthAndrew Filar shares a wealth of knowledge on how he (alongside his sales manager) has helped scale the largest Allstate agency in the country. Andrew was the CEO of the Ted Todd Insurance agency in Florida and a managing partner/owners of an agency in Georgia. He is known for his ideal balance of leadership-by-example and exceptional strategic intuition. In this episode, Andrew shares several tips for agency owners and producers on how they can become better and scale too! ** JOIN THE PRIVATE LEADERSHIP PODCAST COMMUNITY! **This community has access to a seat at the...
2023-08-2859 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 min
The Daily Win, a TodayApp PodcastBecoming a Well-Rounded Agent with Krista Hawkins, Part 2Krista Hawkins is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Krista and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
2022-07-1529 minThe Daily Win, a TodayApp PodcastBecoming a Well-Rounded Agent with Krista Hawkins, Part 1Krista Hawkins is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Krista and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
2022-06-3030 minThe Daily Win, a TodayApp PodcastBuilding a Future Legacy with Wendy Smith, Part 2Wendy Smith is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Wendy and her team, visit their website at www.ourfuturelegacy.com. You can also email the team at info@ourfuturelegacy.com.
2022-01-1331 minThe Daily Win, a TodayApp PodcastBuilding a Future Legacy with Wendy Smith, Part 1Wendy Smith is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Wendy and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
2021-12-2928 minThe Daily Win, a TodayApp PodcastLiving in an Uptown World, with Martina BarleyMartina Barley is a marketing expert. She brings over a decade of experience in marketing for insurance agencies. We discuss the history of digital marketing and how it has evolved, and we spend a lot of time discussing social media platforms and strategies.Martina is the founder and CEO of Uptown Marketing. If you are interested in learning more about Uptown's services, you can visit their website at www.uptownmarketing.com. You can also reach Martina directly at Martina@uptownmarketing.com.
2021-12-1540 min
The Daily Win, a TodayApp PodcastCultivating a Winning Team Culture with Amy Christopherson, Part 2Amy Christopherson is an emerging superstar in the insurance agency arena.
In Part-2 of our conversation, Amy dives into how she maintained her team's cohesiveness during the COVID-19 pandemic. She also shares some of her favorite ways to develop herself.
***SPECIAL ANNOUNCEMENT***
If you are an agent with Alfa Insurance, Farmers, an independent agent, or are with any other organization, we have an exciting new product for you. We are proud to introduce DailyWinApp. DailyWinApp is similar to TodayApp, but we have the ability to serve a broader audience. If you are interested in lea...
2021-06-2132 minThe Daily Win, a TodayApp PodcastCultivating a Winning Team Culture with Amy Christopherson, Part 1Amy Christopherson is an exemplary multiline agent located in Alexandria, Minnesota.
In Part-1 of our conversation, Amy dives into how she got her start in the insurance business. She also discusses her team's core principles. I've always been impressed by her leadership, and she really brings it in this episode.
***SPECIAL ANNOUNCEMENT***
If you are an agent with Alfa Insurance, Farmers, an independent agent, or are with any other organization, we have an exciting new product for you. We are proud to introduce DailyWinApp. DailyWinApp is similar to TodayApp, but we have the abil...
2021-06-0129 minThe Daily Win, a TodayApp PodcastAdapting During the Pandemic with Travis SimonTravis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in our conversation about changing plans through the pandemic.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on-demand replay on th...
2021-05-1130 minThe Daily Win, a TodayApp PodcastGive Yourself Permission to Dream with Travis Simon, Part 2Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in Part 2 of our conversation about goal-setting and dreaming.
Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by pho...
2021-04-1523 minThe Daily Win, a TodayApp PodcastGive Yourself Permission to Dream with Travis Simon, Part 1Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our season premiere.
Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Trav...
2021-03-3138 minThe Daily Win, a TodayApp PodcastSolving Recruiting and Hiring with Nathan LewisOur guest in this episode is Nathan Lewis of ApplicantOne. Nathan is a Sr. Recruiting Consultant that helps businesses recruit and hire the right people.
If you are interested in working with Nathan, you can email him at nlewis@applicantone.com, or you can call him at 863-248-0848. You can also schedule a consultation with him using this link --> https://calendly.com/nlewis-8
Nathan's Book Recommendations:
The 7 Habits of Highly Effective People by Stephen Covey
Growth Mindset by Carol Dweck
2020-10-1555 minThe Daily Win, a TodayApp PodcastWorking Your "Ask" Off with Tim Lindon (CLASSIC EPISODE)Tim Lindon has been in the insurance agent coaching business for over 22 years. One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple. He uses simple phrases that make transitioning from one line of business to another easy for team members.
Tim wants his clients to focus on the why behind what they are selling. Tim discusses more behind "the why" during our conversation.
We titled this episode Working Your "Ask" Off because that is something that I heard Tim say the fir...
2020-09-3023 minThe Daily Win, a TodayApp PodcastThe Art of Appointment Setting with Travis Simon (CLASSIC EPISODE)Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in this classic episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is star...
2020-09-1531 minThe Daily Win, a TodayApp PodcastSuccess is Not Accidental with Katie Beach Harlan, Part 2A second-generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA, Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador Travel, as well as during her first year, period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households and connecting customers to their life insurance ne...
2020-08-3126 minThe Daily Win, a TodayApp PodcastSuccess is Not Accidental with Katie Beach Harlan, Part 1A second-generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA, Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for AmbassadorTravel, as well as ended her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households and connecting customers to their life insurance needs, le...
2020-08-1429 minThe Daily Win, a TodayApp PodcastDeveloping Team Accountability and Leading Through COVID with Edgar AlmanzarEdgar Almanzar is a multi-line insurance agent in White Plains, NY.
He is consistently among the top 2% of producing agents with the company he represents, and he and his team are not only surviving during COVID, but they are THRIVING.
Edgar shares with us how he holds his team accountable, and he also shares his personal experience with COVID-19.
Edgar's book recommendations:
The Little Red Book of Selling by Jeffrey Gittomer
The One Thing by Gary Keller
If you would like to send in a question for the Founders' Corner segment, you c...
2020-07-3137 minThe Daily Win, a TodayApp PodcastLead Like it Matters with Joel Laird, Part 2Our guest today is Joel Laird. This episode is part 2 of a two-part interview with Joel.
Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee.
Over the course of his career, Joel has spent a lot of time practicing and learning about leadership.
Over the course of the next two episodes of our show, Joel will walk us through his experiences in leading teams, the good and bad, and h...
2020-07-1544 minThe Daily Win, a TodayApp PodcastLead Like it Matters with Joel Laird, Part 1Our guest today is Joel Laird. This episode is part 1 of a two-part interview with Joel.
Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee.
Over the course of his career, Joel has spent a lot of time practicing and learning about leadership.
Over the course of the next two episodes of our show, Joel will walk us through his experiences in leading teams, the good and bad, and h...
2020-06-3031 minThe Daily Win, a TodayApp PodcastPaychecks Never Lie with Randy Thompson, Part 2This is Part 2 of our conversation with Randy Thompson.
Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone.
Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50 agents in the country.
He has qualified for MDRT 15 years in a row, and he has been a President’s Club Agent – 29 times in those 15 years. Randy and his team are truly the cream of the crop.
Prio...
2020-06-1522 minThe Daily Win, a TodayApp PodcastPaychecks Never Lie with Randy Thompson, Part 1Our guest today is Randy Thompson.
Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone.
Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50 agents in the country.
He has qualified for MDRT 15 years in a row, and he has been a President’s Club Agent – 29 times in those 15 years. Randy and his team are truly the cream of the crop.
Prior to his ca...
2020-05-2927 minThe Daily Win, a TodayApp PodcastUsing Data to Run a Smarter Agency with Ben MortensenBen Mortensen is a multi-line insurance agent in Farmington, NM. Ben has a very unique background in software programming, and he has used his tech know-how to build a transformative tool for his agency.
Ben was asking himself a few questions that led to his creation of AgencyX-rays. Those questions were:
What is the total revenue I might anticipate receiving via 1099 this calendar year?
What size might I expect my P&C book of business to be in 1, 2, 3, or even 5 years from now, if certain criteria hold true?
During this episode, we discuss with Ben the...
2020-05-1533 minThe Daily Win, a TodayApp PodcastMoving Your Agency from Awesome to Outrageous with Ann CohanAnn Cohan is the founder of The Marvis Center, and she brought a lot of great information to the table in our interview! She has been coaching and training teams since 1992. She's worked across multiple industries, and she was even referred to as the "Guru of Growth" by an executive of one of the largest insurance companies in the nation.
She has been working with insurance agents exclusively since 2008, and I absolutely love her philosophy. Ann is all about tracking the lead indicators versus lag results. That's something that we all can benefit from tracking.
If y...
2020-04-3026 minThe Daily Win, a TodayApp PodcastBurn the Ships (No Plan B) with Bubba Ruppe, Part 3Bubba was awesome in part 3 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing Bubba's story. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Tha...
2020-04-1532 minThe Daily Win, a TodayApp PodcastBurn the Ships (No Plan B) with Bubba Ruppe, Part 2Bubba was awesome in part 2 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Tha...
2020-04-0724 minThe Daily Win, a TodayApp PodcastBurn the Ships (No Plan B) with Bubba Ruppe, Part 1Bubba Ruppe absolutely BRINGS IT in part 1 of our conversation today. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star...
2020-03-3122 minThe Daily Win, a TodayApp PodcastWorking Your "Ask" Off with Tim LindonTim Lindon has been in the insurance agent coaching business for over 22 years. One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple. He uses simple phrases that make transitioning from one line of business to another easy for team members.
Tim wants his clients to focus on the why behind what they are selling. Tim discusses more behind "the why" during our conversation.
We titled this episode Working Your "Ask" Off because that is something that I h...
2020-03-1329 minThe Daily Win, a TodayApp PodcastThe Art of Appointment Setting with Travis Simon, Part 2Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in part 2 of our interview! He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is s...
2020-02-2822 minThe Daily Win, a TodayApp PodcastThe Art of Appointment Setting with Travis Simon, Part 1Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our premiere episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is star...
2020-02-1420 min