Trusted Advisor Podcasts by The Iroquois Group

Hiring and Training Top Producers with Virginia Bates

June 21, 2022 09:00 - 21 minutes - 19.8 MB

You can accelerate the growth of your agency by hiring and retaining top producer talent. On this episode of the Trusted Advisor Podcast, Virginia Bates shares her wealth of industry experience on how to hire and incentivize talented producers. Virginia and Charlie discuss the current state of the industry and strategies that agencies are using to find producer talent. Some agencies have found success in hiring ex-athletes while others find internal sales coaching to be effective. O...

 Leadership Coaching and the Power of Intentionality

June 07, 2022 09:00 - 22 minutes - 20.2 MB

Agency leaders face significant challenges these days. On this episode of the Trusted Advisor Podcast, we are joined by certified leadership coach Joan Fletcher to remove some of the mystery behind what leadership coaching is and who it can benefit. Joan draws on her 30-plus years of experience to show us the power of intentional leadership and suggests how we can reflect on our own leadership style to improve it. Joan and Charlie talk about how to raise emotional intelligence and...

The Art of Customer Retention - Rerelease

May 17, 2022 09:00 - 19 minutes - 17.8 MB

We all want to win new customers, but a critical part of business growth is customer retention. Having poor customer retention is like trying to fill a leaky bucket. Speaker and author Joey Coleman argues that agencies need to be proactive about building next-level customer experiences and that the first 100 days are critical to forming positive long-lasting client relationships. Coleman also walks us through the 8 steps of strong customer retention: assess, affirm, acclimate, adopt...

Succession Planning with Steve Germundson (Part 2)

May 03, 2022 09:00 - 18 minutes - 17.2 MB

Steven Germundson of OPTIS Partners is back this week to share his expertise on Succession Planning. Steve has a useful acronym called P.A.C.T. that identifies the four things to consider when planning for the next generation of owners: People, Agency Value, Capital and Time. The most important component is the people. Steve and our CharlieVenus identify some of the intangible qualities of strong owners and discuss the importance of coaching the talent coming up ranks. Strategies li...

Succession Planning with Steve Germundson - Part 1

April 19, 2022 16:06 - 13 minutes - 12.4 MB

For Agencies looking to transition internally, the landscape continues to change as private equity acquisitions increase. In this episode, we are joined by Steven Germundson of OPTIS Partners an expert in the how, when and whys of succession planning. Steve walks Charlie through the wealth-generating strategies of transitioning your business to the next generation of leaders. Steve and Charlie trade real-world experiences of transitioning business ownership. Making a plan today cou...

Knowledge Management with guest Edwin K. Morris

April 05, 2022 09:00 - 12 minutes - 11.2 MB

Your organization is made of people, processes, and technology. How those three components share and retain information is Knowledge Management. We’ve all had the experience at work where one employee fields all the tricky phone calls because no one else knows how. This is a sign that your knowledge management efforts aren’t capturing critical information about the operations of your business. This week on a special episode of the Trusted Advisor Podcast, Charlie Venus interviews fe...