How to Simplify Agency Growth
68 episodes - English - Latest episode: over 2 years ago -Learn agency growth is possible if you can control your time, set meaningful goals and develop an unique identity. Agency growth need not be difficult.
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Skills Agency Owners Need To Master
November 09, 2021 12:00 - 19 minutes - 13.1 MBIn this episode I will share what experience has taught me that you need to master to be a successful agency owner. Also in this episode you will learn that working "on" your agency is as important as working "in" your agency. Check out the links I promised you... Questions Agency Need To Ask Themselves https://www.buzzsprout.com/770573/episodes/7660603 Don't Be Too Busy To Be Successful Don't Be Too Busy To Be Successful - Control Your Day Be Successful On purpose - Have Goals Be Succ...
Introduce Staff And Your Agency With An Agency Brochure
October 26, 2021 11:00 - 8 minutes - 5.74 MBIn this episode you will learn why staff introductions are important to you, your clients and especially your staff. Also in this episode I will my agency brochure. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar... https://calendly.com/yourtimeyourgoalsyouridentity
I Just Bought An Agency -- Now What?
October 12, 2021 11:00 - 13 minutes - 9.65 MBIn this episode I will share with you the three basic requirements all businesses need to master to be successful... You will learn how to protect the investment in your new agency by building relationships with your new clients. Learn why your new clients should be the foundation of your agency. Here are the links to the podcast episodes discussed in this episode... Don't Be Too Busy To Be Successful - Control Your Day Be Successful On Purpose - Have Goals Being Unique Can Make You Com...
Simple Ways To Stay Motivated
September 28, 2021 11:00 - 15 minutes - 10.4 MBIn this episode I will share with you how important it is to develop the characteristics you need to stay motivated. You will learn simple practical ways to stay motivated and how improving your closing ratio will help you stay motivated. Here is the link I promised... Be Successful On Purpose - Have Goals https://www.buzzsprout.com/770573/episodes/2483147 If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calenda...
Life Insurance Awareness Month -- Don't Just Sell Policies - Solve Problems
September 14, 2021 11:00 - 20 minutes - 14.2 MBIn this episode you will learn your clients don't want to talk to you about life insurance, but will talk about what life insurance pays for. I will share tree easy pivots you and your staff can use to solve your client's life insurance needs. And finally you will learn a dramatic way to present the need for life insurance. For more information check out the links to these episodes... Give Your Clients What They Want.... Mortgage Insurance https://simplifygrowth.buzzsprout.com/770573/36339...
How Do I Win If I'm Not Price Competitive?
August 31, 2021 11:00 - 13 minutes - 9.63 MBIn this episode you will learn your prospects and client don't buy and renew Farmers Insurance, they buy and renew you and your agency. You will also learn that even though you can't control your rates you can control how you and your agency delivers on your promise to be unique. Here are the links to the podcast episodes discussed in this episode... Don't Be Too Busy To Be Successful - Control Your Day Be Successful On Purpose - Have Goals Being Unique Can Make You Competitive When You...
Why Don't You Have A System For Life Insurance?
August 17, 2021 11:00 - 15 minutes - 10.4 MBIn this episode you will learn how a will thought out action plan can help you create systems for your agency. Also I will share with you why a life insurance action plan can help your agency focus on the most valuable coverage you offer your clients, Life insurance.
Meet Clients At Your Office
August 03, 2021 11:00 - 18 minutes - 12.6 MBIn this episode you will learn why and how meeting your clients/prospects at your office is important to your agency's success. Also in this episode I will introduce you to Troy Korsgaden once an award winning agency owner and now a much sought after insurance and financial services consultant. Troy will share with you how his magic bullet convinced his clients to meet him at his office. Here is the link to Troy's website. Don't forget to order his book, Power Position Your Agency. I pr...
Help Your Clients Sail Through Life With A Balanced Financial Plan
July 20, 2021 11:00 - 8 minutes - 5.99 MBIn this episode I will share Dan Corrigan's Sailing Through life life presentation. You will learn the four essential parts of a balanced financial Plan and how an emergency fund can help your clients avoid debt. You will also learn how selling balanced financial plans can make your agency unique. If you find this episode helpful - Please share it If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendl...
Can Your Clients Sail Through Life With A Balanced Financial Plan?
July 20, 2021 11:00 - 8 minutes - 6.13 MBIn this episode I will share Dan Corrigan's Sailing Through life life presentation. You will learn the four essential parts of a balanced financial Plan and how an emergency fund can help your clients avoid debt. You will also learn how selling balanced financial plans can make your agency unique. If you find this episode helpful - Please share it If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendl...
Learn How To Find Your Ideal Client
July 06, 2021 11:00 - 17 minutes - 12 MBI will share how finding my ideal client changed as I became more experienced. You will learn the qualities and characteristics of my ideal client. You will also learn what the ideal client expects from his ideal insurance agency. Links to podcast episodes I referenced in this episode... Did I Buy Internet Leads? https://www.buzzsprout.com/770573/episodes/6194494 Our Unique Identity Can Make Us Competitive... Cold Calls Are Your Punishment For Not Xdating If you found this podcast episo...
Who Is Your Ideal Client?
July 06, 2021 11:00 - 17 minutes - 12.3 MBI will share how finding my ideal client changed as I became more experienced. You will learn the qualities and characteristics of my ideal client. You will also learn what the ideal client expects from his ideal insurance agency. Links to podcast episodes I referenced in this episode... Did I Buy Internet Leads? https://www.buzzsprout.com/770573/episodes/6194494 Our Unique Identity Can Make Us Competitive... Cold Calls Are Your Punishment For Not Xdating If you found this podcast episo...
Learn How To Reduce Agency Stress
June 22, 2021 11:00 - 21 minutes - 14.6 MBIn this episode titled, Learn How To Reduce Agency Stress I will share what I considered the major stress points in my agency. I will also share how I attempted to reduce stress by being pro-active. Follow me on Twitter... @SimplifyGrowth Here are the links I referenced in this episode... Our Unique Identity Can Make Us Competitive... Cold Calls Are Your Punishment For Not Xdating Be Successful On Purpose - Set Goals Don't Be Too Busy To Be Successful - Control Your Day Success In...
Voice Mail - Is Not An Employee
June 08, 2021 11:00 - 16 minutes - 11.2 MBIn this episode I will share why I believe how you answer and respond to your clients calls and emails is important to your agency's success. You will also learn a simple plan to communicate with your clients. If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoals...
Learn Why Voice Mail - Is Not An Employee
June 08, 2021 11:00 - 16 minutes - 11.5 MBIn this episode I will share why I believe how you answer and respond to your clients calls and emails is important to your agency's success. You will also learn a simple plan to communicate with your clients. If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoals...
Steps In A Sale -- How To Appeal For Action
May 25, 2021 11:00 - 14 minutes - 9.77 MBIn this episode I will reacquaint you with Frank Bettger author of , How I Raised Myself From Failure To Success In Selling. Frank will share with you the specific steps needed to complete the sale. You will learn the techniques needed to appeal for action. Links I referenced in this episode: Learn From A Real Master https://simplifygrowth.buzzsprout.com/770573/4721624-sales-ideas-from-a-real-master Your Unique Identity Can Make You Competitive Even If Your Price Isn't https://simplifygro...
Learn The Steps Of A Sale And How To Appeal For Action
May 25, 2021 11:00 - 14 minutes - 10 MBIn this episode I will reacquaint you with Frank Bettger author of , How I Raised Myself From Failure To Success In Selling. Frank will share with you the specific steps needed to complete the sale. You will learn the techniques needed to appeal for action. Links I referenced in this episode: Learn From A Real Master https://simplifygrowth.buzzsprout.com/770573/4721624-sales-ideas-from-a-real-master Your Unique Identity Can Make You Competitive Even If Your Price Isn't https://simplifygro...
Learn How To Become An Over Achiever
May 11, 2021 11:00 - 10 minutes - 7.58 MBIn this episode you will learn why just being talented is not enough to make your agency successful. Also, in this episode I will share the characteristics most over achievers develop. Here are the links to the episodes I refer to in this episode.... Half Full Is Essential To Agency Growth https://simplifygrowth.buzzsprout.com/770573/2407070-half-full-is-essent Your Unique Identity Can Make You Competitive Even If Your Price Isn't https://simplifygrowth.buzzsprout.com/770573/2929063-you...
How To Become An Over Achiever
May 11, 2021 11:00 - 10 minutes - 7.29 MBIn this episode you will learn why just being talented is not enough to make your agency successful. Also, in this episode I will share the characteristics most over achievers develop. Here are the links to the episodes I refer to in this episode.... Half Full Is Essential To Agency Growth https://simplifygrowth.buzzsprout.com/770573/2407070-half-full-is-essent Your Unique Identity Can Make You Competitive Even If Your Price Isn't https://simplifygrowth.buzzsprout.com/770573/2929063-you...
Win Backs -- Clients You Thought You Lost
April 27, 2021 11:00 - 16 minutes - 11.5 MBIn this episode I will share ideas that will convince your clients they really don't need to shop. You will learn how to use a consistent program to win back the "Win Backs" you want. If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoalsyouridentity
Learn Win Backs Are Clients You Thought You Lost
April 27, 2021 11:00 - 17 minutes - 11.7 MBIn this episode I will share ideas that will convince your clients they really don't need to shop. You will learn how to use a consistent program to win back the "Win Backs" you want. If you want to discuss this or any other episode schedule a one on one phone appointment Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoalsyouridentity
Claims -- Your Time To Shine
April 13, 2021 11:00 - 11 minutes - 8.15 MBIn this episode I will share why helping your clients have a great claim experience is the number one way to build a stronger relationship. Also you will learn why discussing claims helps your prospects feel safe. And remember feeling safe can be as important a currency as price when it's time for your prospect to make his buying decisions. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https...
Learn Why Claims Are Your Time To Shine
April 13, 2021 11:00 - 12 minutes - 8.43 MBIn this episode I will share why helping your clients have a great claim experience is the number one way to build a stronger relationship. Also you will learn why discussing claims helps your prospects feel safe. And remember feeling safe can be as important a currency as price when it's time for your prospect to make his buying decisions. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https...
Learn How To Make Your Agency A Real Business
March 30, 2021 11:00 - 22 minutes - 15.2 MBIn this episode I will share how important Michael Gerber's book The E Myth Revisited and the Gerber Institute were to the success of my agency. You will learn how you can make your agency a real business. You will learn why it's just as important to work on your business as it is to work in your business. I will share Michael Gerber's Business Development Process. Podcast episodes I referenced in Make Your Agency A Real Business. Your Unique Identity Can Make you Competitive Even If...
Make Your Agency A Real Business
March 30, 2021 11:00 - 21 minutes - 14.9 MBIn this episode I will share how important Michael Gerber's book The E Myth Revisited and the Gerber Institute were to the success of my agency. You will learn how you can make your agency a real business. You will learn why it's just as important to work on your business as it is to work in your business. I will share Michael Gerber's Business Development Process. Podcast episodes I referenced in Make Your Agency A Real Business. Your Unique Identity Can Make you Competitive Even If...
Don't Just Quote - Use A Financial Risk Sales Agenda
March 16, 2021 11:00 - 23 minutes - 16.1 MBIn this episode I will share with you how using a Financial Risk Sales Agenda can make your agency truly unique. You will learn that the Financial Risk Sales Agenda can make you a real advisor, not just another sales person. You will also learn that concepts like, transfer and retain, good news - bad news are more effective than quoting price. Check out the link to: Financial Risk Reviews Make Your Agency Unique. https://www.buzzsprout.com/770573/episodes/3274174 If You'd like to discu...
How To Earn New Business Commission
March 01, 2021 12:00 - 19 minutes - 13.7 MBIn this episode I will share my thoughts on new business commissions. You will also learn a sale process that can help you earn the new business commission you need to pay the bills and maintain your agency contract. If you have difficulty pivoting from a discussion of auto/home insurance to life insurance check out this podcast episode... https://simplifygrowth.buzzsprout.com/770573/4537736-easy-pivots-to-life-insurance If You'd like to discuss this or any other topic don't hesitate to s...
Learn How To Earn New Business Commission
March 01, 2021 12:00 - 20 minutes - 14 MBIn this episode I will share my thoughts on new business commissions. You will also learn a sale process that can help you earn the new business commission you need to pay the bills and maintain your agency contract. If you have difficulty pivoting from a discussion of auto/home insurance to life insurance check out this podcast episode... https://simplifygrowth.buzzsprout.com/770573/4537736-easy-pivots-to-life-insurance If You'd like to discuss this or any other topic don't hesitate to s...
Questions Agency Owners Must Ask Themselves
February 16, 2021 12:00 - 14 minutes - 10.2 MBIn this episode you will learn that asking yourself the tough questions about your agency will help you work on your agency. Also I will share with you some of the tough questions that will encourage you to reevaluate how you manage your agency. I've attached the link to my podcast website so you can find the links to the many episodes referenced in this episode. http://simplifygrowth.buzzsprout.com/ If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone...
Learn The Questions Agency Owners Must Ask Themselves
February 16, 2021 12:00 - 15 minutes - 10.5 MBIn this episode you will learn that asking yourself the tough questions about your agency will help you work on your agency. Also I will share with you some of the tough questions that will encourage you to reevaluate how you manage your agency. I've attached the link to my podcast website so you can find the links to the many episodes referenced in this episode. http://simplifygrowth.buzzsprout.com/ If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone...
Learn How To Simplify Life Insurance With A Drawing
February 02, 2021 12:00 - 18 minutes - 12.9 MBIn this episode you will learn to use drawings to help your client understand our sometimes complicated life insurance policies. I will share with you my life insurance 101 presentation to enable your client to choose the best type of coverage to protect his family. As promised check out the link to my podcast episode titled, Living Too Long Is A Financial Risk. Live Too Long -- A Financial Risk (buzzsprout.com) If you have questions or comment ... email me [email protected] Ch...
Simplify Life Insurance With A Drawing
February 02, 2021 12:00 - 18 minutes - 12.6 MBIn this episode you will learn to use drawings to help your client understand our sometimes complicated life insurance policies. I will share with you my life insurance 101 presentation to enable your client to choose the best type of coverage to protect his family. As promised check out the link to my podcast episode titled, Living Too Long Is A Financial Risk. Live Too Long -- A Financial Risk (buzzsprout.com) If you have questions or comment ... email me [email protected] Ch...
Ideas To Improve Your Retention
January 19, 2021 12:00 - 19 minutes - 13.5 MBIn this episode you will learn how to convince your price only clients to become value clients. I will share ideas that helps you sell the value of you and your agency and not just your price. My number one retention tool was a consistent and on-going financial risk review program. Check out the link to, Financial Risk Reviews Make Your Agency Unique... https://www.buzzsprout.com/770573/episodes/3274174 If You'd like to discuss this or any other topic don't hesitate to set a one-on-one ...
Learn Ideas To Improve Your Retention
January 19, 2021 12:00 - 19 minutes - 13.8 MBIn this episode you will learn how to convince your price only clients to become value clients. I will share ideas that helps you sell the value of you and your agency and not just your price. My number one retention tool was a consistent and on-going financial risk review program. Check out the link to, Financial Risk Reviews Make Your Agency Unique... https://www.buzzsprout.com/770573/episodes/3274174 If You'd like to discuss this or any other topic don't hesitate to set a one-on-one ...
Help Your CSR Be Irreplaceable
January 05, 2021 12:00 - 18 minutes - 13.1 MBIn this episode you will learn the difference between a transactional and an irreplaceable CSR and why an irreplaceable CSR is essential to your agency's growth. Also, I will share ideas you can use to help your CSR "Buy In" to your vision of what your agency can accomplish. If you want to take being irreplaceable to the next level learn to pivot from a discussion of auto/home insurance to a discussion of mortgage life insurance. Check out the link to my podcast episode titled, Easy Pivots...
Gwandma's Legacy
December 15, 2020 12:00 - 11 minutes - 7.86 MBIn this episode I share Dan Corrigan's simple yet effective way to use life insurance to create a legacy. You will also learn how legacy policies can be the reason.. Your clients buy permanent life insurance. Your clients keep their life insurance. Your clients convert their term insurance to permanent life insurance. If you have questions, comments or suggestions please email me at... [email protected] Or call me at 503.649.9870 Or text me at 503.407.7883 Thank You and Good ...
Success In 2021 - Starts Today
December 01, 2020 13:00 - 18 minutes - 12.8 MBIn this episode I will share how The Five Step Goal Setting Process will help you achieve your 2021 goals. In this episode you will learn how to take ownership of your 2021 goals by making yourself accountable. In this episode you will learn how to stay focused to achieve your 2021 goals. Action Plans are the How To Worksheets of your goals. Buzzsprout Make your agency unique. Buzzsprout Check out Paul Moehring's new book, Get Squared. https://www.spaulmoehring.com/ If you have que...
Life Presentations --- Don't Just Wing It
November 17, 2020 13:00 - 24 minutes - 17.1 MBIn this episode I will share why I believe knowing what you want to say makes what you say more effective. Also I will share presentations I used to motivate my clients to protect their families with life insurance. Here are the links to the life episodes I promised you. Check them out... Easy Pivots to Life Insurance How to Change Your Clients Priorities Give Your Clients What They Want.... Mortgage Insurance Why Life Insurance? If you have questions, comments or suggestions please em...
Did I Buy Internet Leads?
November 02, 2020 23:00 - 21 minutes - 14.5 MBIn this episode I will share my thoughts on internet leads. You will learn why you will have to reevaluate your expectations and I will make suggestions on what to say to start a meaningful relationship. Episodes I reference in my current episode... Cold Calls Are Your Punishment For Not Getting Xdates Your Unique Identity Can Make You Competitive Even If Your Price Isn't Be Successful On Purpose... Have Goals If You'd like to discuss this or any other topic don't hesitate to set a one-...
My Biggest Regrets -- What Would I Change?
October 20, 2020 12:00 - 20 minutes - 14.1 MBIn this episode I share with you what I wish I had done better or at the very least sooner in my career. Hopefully knowing some of my regrets, you will do better. Podcast episodes I mention in this episode.... By Referral Only Your Unique Identity Can Make You Competitive Even If Your Price Isn't Don't Be Too Busy To Be Successful - Control Your Day Half Full Is Essential to Your Agency's Growth
Liability Is A Financial Risk
October 06, 2020 12:00 - 15 minutes - 10.8 MBIn this episode I will share why I believe liability insurance is the most valuable coverage you offer your clients. Because many of your client may be under insured you will learn how to effectively present a solution to their problem. For more information on Financial Risk Reviews check episode #7 https://www.buzzsprout.com/770573/episodes/3274174-financial-risk-reviews-make-you-agency-uniqueI If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appoi...
Ben Franklin's Plan For Success Will Help Your Agency
September 22, 2020 13:00 - 16 minutes - 11.4 MBIn this episode you will learn Benjamin Franklin's plan for a successful life. Frank Bettger updates Ben's plan for success to selling and I will take Franks's plan and apply it to agency ownership. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyou...
Should I Purchase Or Convert The 200 Policies I Was Assigned?
September 07, 2020 19:00 - 16 minutes - 11.3 MBIn this episode I share a plan that can help you retain and/or convert the policies assigned to you. You will learn how your story and promises can give your new clients more than price to make their buying decisions. I will share ideas that will make your agency unique. Check out other podcast episodes that can help you retain and/or convert the policies you were assigned ... Financial Risk Reviews Make You Agency Unique Cold Calls Are Your Punishment For Not Getting Xdates Give Your Cl...
Podcast Trailer
August 30, 2020 16:00 - 2 minutes - 1.52 MBLearn what you can expect from my podcast, How To Simplify Agency Growth. Learn why I do and why I believe you will benefit by listening to my podcast. If You'd like to discuss any of the episodes in How to Simplify Agency Growth don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity
Live Too Long -- A Financial Risk
August 25, 2020 05:00 - 21 minutes - 14.8 MBIn my new podcast episode titled, Live Too Long -- A Financial Risk I share some of the ideas I used to help my clients prepare for the financial risk of living too long. You will learn The value of starting early. How to effectively use the Rule of 72. How to illustrate how mutual funds work. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity ...
How to Make Your Activities Smart Activities
August 09, 2020 19:00 - 16 minutes - 11.1 MBIn this episode I will share with you five ways you can make your daily activities smart activities. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity If you have questions or comments ... email me [email protected] Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoalsyouridentity
Learn How to Make Your Activities Smart Activities
August 09, 2020 19:00 - 16 minutes - 11.3 MBIn this episode I will share with you five ways you can make your daily activities smart activities. If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment. Let's Get it on the calendar ... https://calendly.com/yourtimeyourgoalsyouridentity If you have questions or comments ... email me [email protected] Check out my book, Your Time, Your Goals and Your Identity https://outskirtspress.com/yourtimeyourgoalsyouridentity
Sales Ideas From A Real Master
July 26, 2020 18:00 - 18 minutes - 12.6 MBIn this episode I will introduce you to Frank Bettger author of, How I Raised Myself From Failure to Success in Selling. You will learn... How the magic of enthusiasm can change your life. How the key to success is as simple as seeing the people. How important it is to know what your client wants is to your success. How important questions can be to your success. How important it is to be a student of your business. How important a simple smile is to your career and your life How the ...
Learn Sales Ideas From A Real Master
July 26, 2020 18:00 - 18 minutes - 12.9 MBIn this episode I will introduce you to Frank Bettger author of, How I Raised Myself From Failure to Success in Selling. You will learn... How the magic of enthusiasm can change your life. How the key to success is as simple as seeing the people. How important it is to know what your client wants is to your success. How important questions can be to your success. How important it is to be a student of your business. How important a simple smile is to your career and your life How the ...
Learn Three Easy Pivots to Life Insurance
July 12, 2020 20:00 - 19 minutes - 13.4 MBIn this episode you will learn... Learn what to say to effectively pivot from an ordinary auto/home insurance conversation to a meaningful discussion about life insurance. Three everyday agency scenarios that make pivoting to life insurance painless. Suggestions that can help staff "by in" to life insurance pivots. Need videos for staff training ... See link below. http://lifehappens.org If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointmen...