بهترین پادکست های Richt (2024)

1
A New Way to Think about Property Insurance with Julie Richt 43:50

26d ago43:50

43:50

Julie Richt, President and Founder at Lucid Insurance, has seen about every side of the insurance industry in her career. Her path led her to starting Lucid, an MGA focused solely on property insurance. Learn why she's taken such a unique approach to her company, how the industry is evolving, how specialized offerings like hers have become more val…

1
Building and Scaling your Sales Approach with Brett Young 39:08

12d ago39:08

39:08

There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process. Enjoy the…

1
Your Commissions Won’t Change, So How Can You Add More Value to Your Clients? 35:07

1M ago35:07

35:07

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to talk about the value an agency can bring to a clients. Your commission percentages aren’t going to change, so how can you change your service model to add value and add revenue? LAUNCH is a tool Ryan uses to expand his offering beyond insurance and encompass more risk …

1
Where to Focus If You’re a New Agency Owner, with Shawn Fitzgerald 44:51

2M ago44:51

44:51

Shawn Fitzgerald of Sound Harbor Insurance is in a similar place to the majority of Getting Past the Premium listeners. He's four years into owning his own insurance agency. He faces growing pains. He's grown his team. And he's overcome a few obstacles. Shawn and Elliot talk through the most important actions you can take as a business owner – from…

1
The 5 Agency Sales Metrics You Need to Be Tracking with Ryan Brott 39:14

2M ago39:14

39:14

From brand awareness to sales activities to written revenue, what you measure and how you measure it will change. But the reason behind sales analytics doesn't change: You want to know how much it costs to bring in new clients, and what revenue those new clients will generate. Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins the show th…

1
Thriving Agencies Do These Things to Grow Organically, with Consultant Harrison Brooks 38:30

2M ago38:30

38:30

Acquisitions have become a major part of growth in our industry, but without strong organic growth, agencies aren't able to thrive. Harrison Brooks, Partner at Reagan Consulting, joins us today to discuss organic growth. We dive into where you should be investing your dollars in marketing and sales, how to compete with the national players, where t…

1
The Catalysts Behind Insurance Agency Growth with Caleb Cramer 36:20

2M ago36:20

36:20

Growing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a pro…

1
Articulating Your Agency's Story with Andy Bassett 31:36

3M ago31:36

31:36

What's your story as an agency? In the insurance and risk advisory world, many stories are the same – come to us for a free quote. That's not a story. Andy Bassett, CEO of Ellerbrock-Norris, joins the show to talk about his firm's story, and how their "Protect Your Purpose" tagline has resonated since they've rolled it out over a year ago. Whether …

1
The Art of the BOR Sales Strategy with Nick Aube 39:08

3M ago39:08

39:08

Insurance sales for years was based on carrier availability and exclusivity. Today, it's much more nuanced – and providing value is the path to winning new business. Which brings us to the BOR – or Broker of Record. Nick Aube, Founder at Producer Systems, joins the show to discuss developing a BOR sales strategy – or a sales strategy based on educa…

1
How to Hire, Train and Find Success with Your New Producer 41:17

4M ago41:17

41:17

How do you set a new producer or insurance advisor up for success? From selecting a training program, developing internal processes to align the team, and understanding your target market, bringing on new agents or advisors can be difficult. It's a competitive market – and every independent agency is different. Colby Allen, a financial consultant a…

1
Run Your Agency Like a Law Firm and Get Out of the Quote Game with Brandon Schuh 40:51

4M ago40:51

40:51

What's the difference between running a law firm and an insurance agency? No, that's not the start of a joke – it's a mindset that you should be using as a risk advisor. When someone is hiring an attorney, they aren't quoting out 10 different ones, they are finding one that they trust. Brandon Schuh, head of specialty insurance practice at Christen…

1
How Small of a Niche Can Still Be Successful? Cole Williams Has Cracked the Code. 39:21

4M ago39:21

39:21

His LinkedIn profile reads "I keep peoples fingers on their hands." When it comes to niching down, Cole Williams has carved his out expertly. As a Risk Advisor with Insurance Associates, Inc., Cole focuses his agency on meat and food processors in Nebraska. He understands how to build a target market, how to become an expert in that niche, and how …

1
The First Step to Building a $1 Million Insurance Book of Business with Rob Jacomen 43:33

4M ago43:33

43:33

“It takes the same amount of energy to sign a small client as it does to sign a large one." Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob di…

1
How to Handle Cyber Crimes at Your Agency with Daniel Metcalf 37:51

5M ago37:51

37:51

Cyber liability coverage is a policy that every insurance agency needs to sell. But how are you handling it at your company? Is it a tack-on policy, or a true consultation? Daniel Metcalf, Co-founder and President at CyberFin, partners with agencies across the company to help small-to-medium-sized businesses find better coverage for their clients, …

1
The 4 Ways We Generate Leads 35:48

5M ago35:48

35:48

Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to pull back the curtain on how Ellerbrock-Norris is growing and thriving. From client referrals to COIs to cold calling, learn how to develop proven processes and build strong relationships through their four primary lead-generation channels. Enjoy the episode! Episode L…

1
Focus on the Relationship, Not the Transaction with Brett Young 45:08

5M ago45:08

45:08

Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scal…

1
What Daily Non-Negotiables Directly Tie to Growth with Cyrus Jaffery 43:50

5M ago43:50

43:50

Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of…

1
Advisor vs. Producer: How to Change an Industry's Mindset with Ryan Brott 37:46

6M ago37:46

37:46

Are you an advisor or a salesperson? Ellerbrock-Norris' Ryan Brott, Chief Growth Officer, joins Elliot Basset to discuss the difference between the two, the problem that plagues the insurance industry, how to transition to an advisory model, roadblocks along the way and more. Learn how you can step out of a "producer" role and focus on running a bu…

1
Building A Book of Business, Not a Book of Sales with Guffy Wright 39:22

6M ago39:22

39:22

Scaling a business is all about understanding your ideal client. "It's called a book of business, not a book of sales," says Guffy Wright, National Sales Leader at The Mahoney Group. Guffy joined us to discuss how he's using a focus on people and treating his book of business as just that – a business. Learn how he's providing value to clients, def…

1
How to Look Past the Product and Focus on Advice with Mike Brown of Unbreakable Wealth 39:45

6M ago39:45

39:45

In an insurance industry that is so set on selling products, how do you focus on selling your advice and expertise? Mike Brown, founder of Unbreakable Wealth, joins us to discuss the value of being an expert and selling that expertise. He takes a wealth coach's viewpoint to advice, understanding how to ask the right questions and unlocking a client…

1
New Insurance Producers Need to Overcome These Hurdles with Ryan Garzon 29:35

6M ago29:35

29:35

There are hurdles that new producers in the insurance industry must overcome. Ryan Garzon, Partner at Keyes Coverage Insurance, joins us to discuss those hurdles – and how to get past a short-sighted mindset that holds back so many firms. Learn the benefits of splitting commissions, saying no to certain clients, focusing your time and energy in the…

1
AI is Changing the World. Where Insurance is Seeing an Impact with Aaron Ammar. 41:35

6M ago41:35

41:35

Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock…

1
How to Grow Faster Than Your Competition With Andy Mathisen 46:06

7M ago46:06

46:06

How are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales tra…

1
The Domino Effect to Winning: Training and Team Building with Brett Young 51:43

7M ago51:43

51:43

Talent acquisition is a game-changer for your company. But adding solid team members can be useless without proper training on your process, your ideology, or your sales model. Brett Young, CEO of Erb and Young, joins the show to talk through talent acquisition via networking, establishing culture within your team, and training new producers to ada…

1
Adapt Your Agency to a New Generation of Commercial Clients With Mick Hunt 48:07

7M ago48:07

48:07

There has been a shift in business owners. Generationally, today's owners are different: expectations, buying habits, communication preferences, pace of production, and plenty more. Mick Hunt, CEO at Premier Strategy Box, joins the show today and challenges you as an insurance agency to put yourself in the shoes of your audience. How do you need to…

1
Building the Right COI Relationships With Ryan Brott 31:31

7M ago31:31

31:31

Let's talk all things COIs. What kind of relationships are building with your centers of influence? Do have three or four COIs giving you multiple leads each month? Or are you spreading yourself too thin, trying to work with dozens of industry-adjacent professionals to little or no avail? Ryan and Elliot talk through what makes for an effective COI…

1
Disciplined Prospecting in Your Niche With Kody Houk of Premier Strategy Box 40:30

8M ago40:30

40:30

Throughout his career, Kody Houk, Senior Advisor at Premier Strategy Box, has grown as an agent in a captive environment, launched and grown is own independent agency, and now spends his time consulting insurance agents and risk advisors around the country. Kody covers how to improve your overall sales effectiveness by being disciplined, having a s…

1
What Randall Stutman Has Learned From Coaching Some of the World’s Most Influential Leaders 47:45

8M ago47:45

47:45

From coaching Fortune 500 CEOs, Ryder Cup teams, four-star generals, more than 400 CEOs and even a President of the United States, Randall Stutman, PhD, has learned some of the commonalities and differences among some of the greatest leaders in the world. Randall joins us today to talk about how he's grown his company, Admired Leadership, while sta…

1
Most Important Metrics for a Healthy Insurance Agency With Carey Wallace 44:32

8M ago44:32

44:32

How do you evaluate the health of your agency? Carey Wallace, Founder of AgencyFocus and noted speaker, joins us to talk about how to maximize your business – from selecting your carriers to honing in your book of business, evaluating your producers, diversifying your revenue and more. Learn what makes a healthy insurance agency from important metr…

1
Grow Your Insurance Agency's Marketing Presence with Cameron Carlow 39:15

9M ago39:15

39:15

Where do you begin when marketing your insurance agency? With limited time, budgets and expertise, it can be hard to stand out among the competition. This week, Cameron Carlow, Chief Marketing Officer at Ellerbrock-Norris, joins the show to talk through the essentials for a growing agency, from brand awareness to lead generation and closing the sal…

1
Using a Marketing-First Mindset to Grow a Book of Business with Brett Young 43:59

9M ago43:59

43:59

Brett Young, CEO of Erb and Young, joins us for another crossover episode. This time, we're covering the baseline skills you need to develop ask you're growing your book of business. Where do you start? What is your focus – or, more importantly, what are you NOT going to do. From overcoming capacity issues to marketing yourself, we cover how we've …

1
Setting Your Sales Team Up for Success with Nate Sannes 35:17

9M ago35:17

35:17

Nate Sannes, a Partner and Advisor at InCite Performance Group, joins the show to talk about successfully leading a sales team. When you're bringing on new risk advisors or insurance agents, how long does it take to train them? How are you measuring success? How are you setting them up for that success? Nate and Elliot dive into all this and more –…

1
Connecting Culture and Technology with Big I's Chris Cline 48:07

9M ago48:07

48:07

What intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at …

1
Sales Process Series: Articulate Your Value and Avoid Being Put in the "Insurance Box" 33:07

10M ago33:07

33:07

In the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're view…

1
Intentional. Candid. Clear. How to Approach Strategic Planning for Your Business 44:10

11M ago44:10

44:10

It's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up fo…

1
Becoming a Broker of Record Instead of a Price Quoter with Nick Aube 44:48

11M ago44:48

44:48

Shift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too. Enjoy the episode! Episode Lin…

1
Larry Linne and Mick Hunt: Insurance Industry Mastermind with Two Powerhouse Consultants 40:45

11M ago40:45

40:45

Two of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more. Enjoy t…

1
How to Approach Agency Technology with Vertafore's Sydney Roe 44:40

11M ago44:40

44:40

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: …

1
Sales vs. Consulting: How To Sell Your Insurance Knowledge With Chase Courtney 47:07

12M ago47:07

47:07

How do you go from sales to consulting? What's the difference? Chase Courtney, a "recovering CPA" and the Director of Technology Sales at Imperial PFS, joins us to discuss how to apply your foundation of knowledge to help sell a particular product. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-No…

1
Reid Holzworth: How to Literally Build Connections Using Your Agency Tech Stack 50:16

1y ago50:16

50:16

Reid Holzworth, CEO of IVANS Insurance Solutions, has been an instrumental player in the insurtech space, from building one of the premier agency management systems to now leading IVANS. He joins Elliot Bassett and Ryan Brott to talk connectivity. How do you better connect your technology? How does that better connect you to carriers? To clients? T…

1
Find What Works, Do More of That: Ryan Hanley's Agency Approach 1:04:20

1y ago1:04:20

1:04:20

Find what works, and do more of that. Find what doesn't work, and stop doing that. In many cases, operating an insurance agency can be that simple. Ryan Hanley, Founder and President at Rogue Risk and the creator of the Finding Peak Podcast, joins the show to discuss success, personal growth, and setting aside blinders that could be holding your ag…

1
Client Experience vs. Service: What's the Difference? 43:03

1y ago43:03

43:03

Sean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work. Listen in to learn how to showcase your value and …

1
Ignite Your Team Using Internal Live Events with Brett Young 47:31

1y ago47:31

47:31

How do you light a fire and empower your team? Brett Young joins Elliot Bassett to share how their Leadership Summit is driving their team forward. Internal events cost time, money, planning and the ROI is apparent right away. But regular events for your teams are about belief. You're inspiring your team, bringing transparency and, more than anythi…

1
Insurance Agencies Need to Automate Tasks, Not Relationships 36:18

1y ago36:18

36:18

Private equity doesn't always win outright, but it almost never loses. As the independent insurance model continues to face consolidation, how do you compete? Andrew Wynn, Co-Founder at Ascend, joins the show to dive into how you can build an efficient agency model by automating tasks and focusing on relationships. Enjoy the episode! Episode Links:…

1
Process & Automation: Eliminating Repetitive Tasks at Your Agency 50:26

1y ago50:26

50:26

“Repetitive tasks aren't profitable tasks.” CJ Hutsenpiller of Hutsenpiller Insurance joins the show to talk about an industry filled with repetition. You can't always eliminate repetitive tasks, but you can control them through process, automation and a solid game plan for profitability. Enjoy the episode! Episode Links: Ellerbrock-Norris: https:/…

1
Solving the Experience: How to Connect the Client, Agent and Service Team with Peter Teresi 41:05

1y ago41:05

41:05

User experience is vital to any agency, especially in the independent space. But what happens when you're serving multiple users? Who takes priority? Peter Teresi, Co-Founder and CEO at Certificial, joins the show to walk through how Certificial is connecting the end client's experience to your agents and your service team. Enjoy the episode! Episo…

1
How to Rid Yourself of Repetitive Tasks Using Robotic Process Automation 39:26

1+ y ago39:26

39:26

What is robotic process automation and how can you use RPA to eliminate repetitive tasks at your agency? Bharath Bangalore, founder at Blue Ocean Strategic Partners, is focused on helping the insurance industry save time, money and unnecessary headaches. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbr…

1
Insurance Agencies: How to go from Strategy to Execution Using Behavioral Science 36:00

1+ y ago36:00

36:00

Our industry is not short on ideas. But implementation is a completely different mindset. Larry Linne, CEO of InCite Performance Group, joins us this week to talk about how to properly execute your strategy as an insurance agent. Execution requires discipline, and partial execution leads to partial results. Enjoy the episode! Episode Links: Ellerbr…

1
Creating Revenue from Process – and Overcome Objections Along the Way 42:13

1+ y ago42:13

42:13

Process – it's the key cog in your revenue engine. Kylie Hubbard, Director of Innovation at INSURICA, joins the show to discuss how strong processes are the foundation of everything – your tech stack, your service team, and even your client engagement. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbroc…

1
Tech is Drastically Disrupting the Insurance Industry. Are You Ready? 42:37

1+ y ago42:37

42:37

On this episode, Joe McIlhon, founder and CEO of Insurate, joins us to discuss the insurance tech industry and how risk advisory firms are shifting to a new way of thinking. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Insurate: htt…

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پادکست های Richt

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