Secured Advantage Podcast

You are thinking back on how your agency started…those difficult days when you were doing everything you could to build a business that could last.

Maybe you came in as the second generation and had to work even harder to grow the agency to be successful at supporting two generations of principals.

The question today is the same…what’s next? Or maybe a tougher question…who’s next?

Too many times I sit across from agency principals that don’t have a good answer to the question, “What happens if you get hit by a bus on your way home tonight?”

Nobody likes the question, and worse, most people don’t have a good answer.

With 25 years of experience working with all kinds of businesses trying to find the right path to perpetuate their life’s work, I can speak confidently, that most of you reading this right now have doubts about “what” and “who” come next in your agency.

Some have a plan, and others are no closer to an answer, even as they are mere moments from needing it.

I joined the Secured Advantage team to help independent agencies, because our industry has been changing the answer to those questions more and more in the last few years:

How will your family get the benefit of the value you built in the agency over the years?
What w ill happen to your life’s work and the promises you made to all those people you call customers and friends and some, even family?

The questions become more real every day and the answers becomes more important with every new client or renewal.

Get in touch and let’s start talking about finding your answers.

We can help you find the best solution to “Who’s next?” and give you the chance to have the most opportunity to answer “What’s next?” the way you want to.