A podcast where we teach agency owners how to grow their business, grow their leadership and grow and develop their team.
Today on the podcast, listener favorite Steve Suggs joins Bradley again to discuss Retaining The Best in your business. Steve has a vast experience and unparalleled expertise in the realms of sales and recruitment. With a career that spans over forty years, Steve brings to the table a rich tapestry of knowledge, having worn many hats: a salesperson, a sales manager, a best-selling author with his influential work, "Can They Sell," a speaker, a trainer, and a transformative consultant.
Steve's academic journey began with a business degree from Lipscomb University in Nashville, TN. Post-graduation, he embarked on a commendable 15-year tenure at Northwestern Mutual, achieving notable success as an MDRT producer and Sales Leader. The subsequent twenty-four years have seen Steve excel as a partner at Sales Manage Solutions.
Every tool and process Steve shares with you in this episode is not just theory; it's a part of his daily practice. He has trained thousands of agents, conducting up to fifty consulting calls each week, mentoring agents on hiring stellar sales and service team members capable of adapting to the ever-evolving sales landscape.
Beyond his professional achievements, Steve is a man deeply devoted to his family. Married to his college sweetheart, Tammy, for forty years, he finds joy in the company of his two adult children, their spouses, and his five grandchildren. In his leisure time, Steve is an avid woodworker and enjoys bringing new life to older objects, transforming them into pieces of decorative art.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Discover our free resources for growing your business at www.blueprintos.com.
The money is in owning, not operating a business. If you transitioned from working as an employee or manager into being an owner, you may be struggling to shift. Because your time is the most valuable thing you have, you need to implement the mindset, skillset, and toolset to shift from being an operator, aka Rainmaker, to Owner, aka Architect.
Join us and other owners for The Quarterly on June 25th, and design your Q3 for the growth you want to see in your business. Visit www.abovethebusiness.co to register free!
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today on the podcast, Randy Gravitt joins Bradley to discuss how finding success at work begins at home. In an era characterized by technological advancements and virtual work environments, the boundary between personal and professional spheres has become increasingly blurred. Many people are struggling to balance both work and family, unable to find success in both areas simultaneously.
Author, speaker and executive coach, Randy Gravitt, believes that in order to achieve success at work, you must first win where it matters most - at home. In his new book, Winning Begins at Home: A Strategy to Win Beyond Work (John Maxwell Leadership, June 11, 2024), Gravitt prompts readers to reevaluate their definition of achievement, asking the question, “Does winning at work require losing at home?”
“The story at the core of Winning Begins at Home is one born from decades of working with leaders at top businesses, sports teams, and nonprofits,” writes Gravitt. “Here’s the truth: who we are outside of work is what matters most at work. And who we are at work filters into our home life, whether we realize it or not. I’ve always sought to help leaders win, but leaders keep admitting to me that if you win at work and lose at home, you still lose. May Winning Begins at Home give you a strategy to succeed where it matters most!”
Winning Begins at Home features a parable of businessman John Williams, whose thriving business is overshadowed by a growing divide between him and his family. John meets a mentor who guides him through an action plan for getting his family back on track and finds hope in the process.
Combining storytelling with actionable strategies, Gravitt empowers readers to embark on their own journey toward fulfillment. Winning Begins at Home serves as a comprehensive guide, offering an assessment, workbook, practical exercises and action steps that will help readers create a blueprint for the family they want. Winning Begins at Home is not merely a book; it is a call to action for people to prioritize their most cherished relationships.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Discover our free resources for growing your business at www.blueprintos.com.
Mindset is often misunderstood as just motivational talk, but it's not about shouting affirmations in the mirror every morning; it’s about how you approach and think about your goals. Listen to this quick episode with Bradley to hear about his mental model for setting goals and expectations for success.
Join Bradley for The Above The Business LIVE Event - The Quarterly Q2/Q3 on June 25th. Register free: https://www.abovethebusiness.co/thequarterly624
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Patrick Thean is an international speaker, USA TODAY and Wall Street Journal bestselling author, CEO of Rhythm Systems, coach and serial entrepreneur. (https://www.prnewswire.com/news-releases/rhythm-systems-launches-first-ai-based-goal-writing-coach-as-part-of-its-strategy-execution-software-301766031.html)
In his book, Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth, Thean reveals how growing companies can burst through ceiling after ceiling and innovate with growth through a reliable system that prompts leaders to be proactive and pivot when the need arises.
Drawing on his experience as a successful serial entrepreneur and speaker, Thean demonstrates how to identify the signs of setbacks before they occur, track those signs, and make adjustments to keep your plan on track and accelerate growth.
You can see some of Patrick’s recent interviews on Start with a Win with Adam Contos, 20 Minute Leaders, and The Remarkable Leadership Podcast with Kevin Eikenberry.
Facebook | Twitter | Instagram | LinkedIn
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Great athletes train to improve their weak areas and become better all around players. But in business, Bradley shares his experiences around doing the opposite of this, and why it's more effective for your bottom line.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today on the podcast, serial entrepreneur and marketing expert Josh Kropkof joins Bradley to discuss how emails can impact your business growth. Josh and his brother Ben founded The Email Agency in 2018 after their first business selling digital products failed. Josh started his online business journey whilst being a Law student at University of Miami (Florida). He was known as "the quiet kid" growing up, Josh found his voice as a Close Up Magician & Talk Radio Host.
Josh has now generated $50M+ in sales for E-commerce brands using email & SMS marketing including:
Josh is also Host of "The Email Revolution" Podcast (https://podcasts.apple.com/us/podcast/the-email-revolution/id1621652210) where he tells the stories behind his entrepreneurship journey, and features guests who use email marketing to build their brands.
His LinkedIn is here if you would like to learn more about him: linkedin.com/in/josh-kropkof or email 123.club to join his newsletter list.
Visit his website at themailagency.com.
Specializations: E-Commerce, Digital Marketing, Marketing, Entrepreneurship, Email Marketing, and Consulting.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
What is the actual role or purpose of every position in your organization? Even more specific than that, how does that role help the company to make money?
Get the FREE Job Description Template: https://www.blueprintos.com/download-jobdescription/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Coach P joins Bradley to discuss recruiting, agency management, and scale in the face of difficult times. Growing up as a State Farm kid, David Peterson watched his father run a successful agency for 40 years. Out of college he had to give it a try himself and he was an agent team member for nearly 3 years with a high-level agent. After a few years of success, it was time for him to go out on my own.
Once into agency, he quickly realized that it takes much more than hard work to grow a successful business. After the first few years of struggles, he got serious about investing into his team and developing myself into a better leader. With that came systems, processes, delegation, and specialization. His agency now has a large, stable team of professionals who are at the top of their game year after year.
His goal now is to share this knowledge with other agents and help them take care of their #1 asset - their teams.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
As business owners, we are often caught up in the daily grind, managing teams, meeting client expectations, and balancing personal life. Your first priority needs to be caring for yourself and leading yourself before others, aka "putting your oxygen mask on."
In this episode Bradley shares candidly how he has been recently implementing this principle in his life and career.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
In today’s episode, Taylor Willingham joins Bradley to discuss the value of estate planning for entrepreneurs. Taylor brings a wealth of expertise and a deep commitment to legacy planning, and is himself a founder. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.
An accomplished author, Taylor has contributed significantly to the field with five published books:
He also shares his rich background in estate law. In fact, his legal journey began at Tombs & Maxwell, PLLC in Lubbock, Texas, where he honed his skills as an estate planning and probate law clerk. His career took a pivotal turn in 2009 when he joined Davis & Associates, delving into international estate planning and business formation to assist global clients in investing and protecting assets within the United States.
Taylor's dedication to creating lasting legacies is matched by his extensive academic achievements, including a Master’s degree in Personal Finance and a Juris Doctorate. His expertise in planning techniques, asset protection, and wealth creation has been recognized through numerous awards and affiliations, such as being a Graduate of the Elder Law College, receiving the Best Attorney accolade from Living Magazine in 2015, and being a consistent Super Lawyers Association member from 2019 to 2023.
At Willingham Law Firm, PC., Taylor and his team offer a range of services tailored to meet individual needs, from wills and trusts to Medicaid planning and VA benefits, embodying his belief in the power of effective estate planning to safeguard one’s legacy. For those seeking to protect their assets and ensure their wishes are honored, Taylor Willingham offers unparalleled expertise and a compassionate approach to estate and legacy planning.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Arial, the standard font that we see when we open a new document, isn't the problem. Standards are. So how does Arial conflict with having standards of excellence in your business? Listen to this quick note from Bradley, and consider how his takeaways could be a part of your next thinking time to improve your business.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Dr. 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 High-Potential within their organization.
Dr. Chilcutt earned her M.A. in Public Relations and Ph.D. in Communication and Information Sciences from The University of Alabama. Alexa is a Certified Executive Coach and serves as the faculty lead for the Executive Business Communication certificate and co-lead for the Academy of Women in Leadership programs at Johns Hopkins Carey Business School.
She also provides training for TCU Neeley Business School's Executive Education program and The University of Alabama Executive MBA program.
Her corporate clients have included Exelon Corporation, Hoya Corporation, Prometric, Brinker International, Allstate, Blue Cross Blue Shield of Alabama, German-based company igus, and Johns Hopkins International Medicine Concierge Services.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
A 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.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
In 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 including Google, Workday, Johnson & Johnson, and JPMorganChase. She has also been featured in top media including Forbes, NBC, Washington Post, Fast Company, Inc., Business.com, HuffPost, and many more.
Henna founded Pryority Group – a fast-growing performance growth firm – to expand on her belief that the key to most people’s success is learning to strengthen mental and social muscles in order to boost risk-taking, maximize influence, and be braver in the work that we do.
She’s been named a SUCCESS Magazine Woman of Influence and SXSW Workplace track speaker, and her best-selling book, Good Awkward, was endorsed by NFL Quarterback Russell Wilson and former HBR Editor Karen Dillon, and was named a Kirkus Reviews’ Best Book of the Year.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
You 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.capital
BlueprintOS 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 learn more.
Autopilot 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. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Fotini 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 under 40 award.
Ready to get more out of your Team? Join us for the upcoming Above The Business event, TEAMS on April 23rd-24th, 2024. Register free at www.abovethebusiness.co
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
You 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.co
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
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 The Success Paradigm: The Story Behind Glory, shares how to develop yourself personally and professionally.
From hitting rock bottom and losing his entire team, to realizing he was the problem, to developing himself into a better leader, he's sharing his journey.
You'll hear his personal routine for development, how to create a culture that employees want to be in, and leading yourself first.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
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 The Success Paradigm: The Story Behind Glory, shares how to develop yourself personally and professionally.
From hitting rock bottom and losing his entire team, to realizing he was the problem, to developing himself into a better leader, he's sharing his journey.
You'll hear his personal routine for development, how to create a culture that employees want to be in, and leading yourself first.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
It 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-intensive
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Former 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 greatness, Miller’s newest book, Uncommon Greatness: Five Fundamentals to Transform Your Leadership (Matt Holt, February 27, 2024), challenges traditional leadership paradigms, questions deep-seated assumptions and equips leaders with practical, actionable ideas to implement immediately.
Today, Mark serves as the Co-Founder of Lead Every Day, an extension of his life-inspired mission to encourage and equip leaders with the tools they need to be successful. Mark began writing almost twenty years ago when he teamed up with Ken Blanchard, co-author of The One Minute Manager, to write The Secret: What Great Leaders Know and Do. With over one million books in print in more than twenty-five languages, his global impact continues to grow. For more information, please visit https://leadeveryday.com/.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Building 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-intensive
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 empowering fellow legal professionals to optimize and expand their practices, achieving unprecedented success in yearly predictable revenue and beyond.
As the former COO and Managing Partner of a large law firm, Luis exemplifies entrepreneurial excellence, passionately advocating for clients while fostering a culture of innovation.
Get ready to be motivated and equipped with the tools to thrive in business and beyond!!
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
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.co
You can listen to Brian's podcast at https://businesswithbeers.buzzsprout.com/. You can also connect with Brian online at ttps://www.brianbeers.com/, on Twitter: https://twitter.com/brianbeers, on Youtube: https://www.youtube.com/@brianbeers, and on LinkedIn: https://www.linkedin.com/in/brian-t-beers/.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
AI 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Andrew 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 free workshop for business owners, on March 26th at 10 AM CST. Save your seat here: abovethebusiness.co
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Have 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Hiring 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 mind: ACTION. He even created a website with all of the resources you need to attract, hire, and onboard the right people for your team. You can download your free copy of the book when you visit https://www.careerplug.com/how-to-hire/.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 in their businesses. Today, his mission is to empower business owners to work on their businesses, not in them.
Through his workshops, keynote addresses, and podcast, Business Processes Simplified, Jenyns has helped thousands of business owners achieve exponential growth and success. He is a passionate advocate for leveraging systems to simplify and streamline business operations, and his commitment to excellence has earned him the trust and admiration of his clients and peers alike.
Learn more and get his book, SYSTEMology, at https://www.systemology.com/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Your 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 at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 their field, few were taught an effective recruiting, interviewing, and hiring strategy. Which has caused high turnover, poor customer experiences, and endless headache and frustration.
With his abundance of first-hand experience and candidate perspective, Kolby partners with struggling leaders to discover what exactly they want out of their next rockstar employee, proactively attract ideal candidates, better predict how interview performance translates to job performance, and onboard new hires quickly and efficiently.
On top of being featured on CBS News, LinkedIn, The Huffington Post, and LA Weekly, Kolby has also partnered with Panasonic, Marriot Hotels, Thermo Fisher Scientific, American Diabetes Association, SHRM, several universities and schools, national professional organizations and nonprofits to provide tailored workshops on optimizing the hiring process, effective leadership, and employee engagement. And now, he is ready to share his experience and expertise with Above The Business listeners.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
What 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 bring ‘Pay it Forward’ into the payment sector as well. Pay Proudly leverages their 25+ years industry expertise and reputation in the payment space to provide financial charity to non-profits each quarter. Pay Proudly allows the world of commerce to converge and generate financial support for great causes. It’s not marketing spin to acquire new business as Jeff can be seen living out those core values every day.
He is ready to share his unique Entrepreneurial background; what led him to be a disrupter and how he has utilized his business platform to ‘Pay it Forward.’
Learn more about Jeff and Pay Proudly at https://www.payproudly.com/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Entrepreneurs 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/assets
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 consumers, so that consumers develop a higher appreciation for the value of insurance products.
In his career, which spans over three decades, Korsgaden has consulted and spoken with hundreds of thousands of executives, agents, brokers, and team members. A widely respected expert on the seamless distribution ecosystem. Korsgaden trains corporate insurance and financial services leaders on customer service, change management, technology, and transformational work, among many other key topics.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Bradley 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 at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 country, helping people to create a competitive advantage in their careers and lives.
Learn more about Jake Thompson at https://jakeathompson.com/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
What 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/assets
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
With 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
If 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Eduardo 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 (described by the Financial Times as the “Oscars of management thinking”) for the Thinkers50 Breakthrough Idea Award, given every two years to thinkers who “have ignited Eureka moments in management, offering radical ideas that have the potential to reshape the future of business as we know it.”
Earlier in his career, he was the co-founder and CEO of Mindset Works, the pioneer in growth mindset development services, which he started with Stanford professor Carol Dweck and which he led for over a decade during a period when growth mindset went from unknown to a household term. Prior to that, he was a venture capital investor with the Sprout Group and served on several for-profit and non-profit boards. Before that, he was an investment banking analyst with Credit Suisse. He is a Pahara-Aspen Fellow, a member of the Aspen Institute’s Global Leadership Network, and an inductee in the Happiness Hall of Fame.
Originally from Caracas, Venezuela, Eduardo holds bachelor’s degrees in economics and engineering from the University of Pennsylvania, as well as an MBA and M.A. in education from Stanford University. Most importantly, he continues to enjoy lifelong learning every day.
Learn more about Eduardo: https://briceno.com/
Catch other podcast episodes with Eudardo: https://briceno.com/press/#in-the-media
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
If 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 how we approach a new year in our businesses: where your head is, what skills you lack, and the tools you need to make it happen. This has almost nothing to do with intention. You’ve got big, lofty goals that you want to accomplish this year—and that’s great! But if your head and your hands aren’t aligned, you won’t get very far.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 interviewed 100 leaders in a wide range of businesses including tech, manufacturing, consulting, and retail to uncover the most common causes of business failure. Patrick recently launched Initiative Labs LLC to help leaders apply the approaches and tools in this book. You can learn more at https://patrickesposito.com.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
The 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/assets
Join us for our first Above The Business event of the year - The Kickoff! You can embrace a higher way of business ownership when you step out of the day-to-day and see your business from a whole new perspective. Register at https://www.abovethebusiness.co/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Today 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 help small business owners decrease their hours in their businesses while increasing their profitability.
Get your copy of both of Alex's books here: https://www.alexshattuck.com/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
In 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 your business, we'd like to invite you to join us for a live, 90 minute session called The Kickoff. This is an exclusive Above The Business event, and you can register today at www.abovethebusiness.co.
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
Happy 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
A 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
In this episode, Bradley shares some of his key lessons learned in business this year. A few of those include...
...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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
In 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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:
Learning Agility — A leader's ability to analyze new business situations and solve problems is a top priority. Leaders need to be curious, choose growth over comfort, resist defensiveness, experiment — and share these skills with their teams to boost productivity.
Effective Communication — Effective communication is a function of both someone attempting to send a message and someone receiving that message. If the receiver is not understanding the intention of the communications, then the communication is ineffective and impedes productivity. A big problem often occurs when leaders do not communicate what activities need to be undertaken to achieve the organization’s goals.
Embracing Empathy and Compassion — This leadership skill is more relevant than ever. Empathy is about understanding. Compassion is empathy in action. Any leader who actively cares about the well-being of their people will be rewarded with best efforts, higher productivity, and retention of the best and the brightest.
Doug Lennick is the founding CEO of think2perform, a high performance leadership development firm serving organizations in a variety of industries. Chuck Wachendorfer is President of Distribution at think2perform.They have worked with clients including American Express, Wells Fargo, Comerica Bank, TD Wealth of Canada, Charles Schwab, and others.
Get your copy of their new book at https://www.think2perform.com/dont-wait-for-someone-else-to-fix-it-book/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
When 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.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
In 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 most meaningful of all—his former students
At UC Berkeley, Alex teaches his wildly-popular course “Becoming a Changemaker,” directs the Berkeley Haas Global Access Program, and is a Faculty Director for Berkeley Executive Education programs. A teacher at his core, Alex's book and changemaker curricula have been adopted by universities around the world.
As a social entrepreneur, Alex co-founded StartSomeGood, which has helped thousands of changemakers in over 50 countries raise millions of dollars to launch and scale new change initiatives. He previously ran Sweden's leading social innovation Incubator, Reach for Change, and worked at change.org.
Alex regularly speaks at Fortune 500 companies, nonprofits, and universities, giving talks on changemaking, entrepreneurship, and leadership in venues from Cambodia to Ukraine; China to the Arctic Circle; and the White House to UN agencies. His vision is to make change less scary, leadership more accessible, and impact more inclusive.
Learn more about Alex: https://www.alexbudak.com/
Thanks to our sponsors...
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast.
2023 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 burnout and frustration—and none of that is helpful to you or your business.That’s why we created The Annual. Whether you’re smashing it or struggling, this two-day retreat will help you:* Close out this year
Evaluate, grow, and learn from the last 12 months
Carve out space to get clear about the next 12 months
Prioritize your goals
Start and keep your momentum all year long
Learn the Blueprint for SuccessMeet and learn from other business leaders who are searching for clarity and momentum—just like you.To save your seat, go to www.abovethebusiness.co/theannual
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
BlueprintOS 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 learn more.
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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 former small business columnist for The Wall Street Journal.
Mike launched three multi-million dollar companies before his 35th birthday and was awarded NJ SBA’s Young Entrepreneur of the Year when he was 26. He also sold his first company to private equity and his second firm to a Fortune 500 company. Today, Mike is an investor and active partner in multiple companies.
To learn more about Mike and get access to a treasure trove of entrepreneurial tips, visit www.MikeMichalowicz.com
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
David 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, Strategic Partner in Ricochet360, and Co-Founder of jarvi - a software that automates the hiring and training process in any organization powered by AI.
David is also a firm believer in philanthropy and David is also the co-founder of 5thdegree.com, the world's first kids mastermind dedicated to teaching our next generation about the 5 core areas of life: Faith, Family, Finance, Fitness and Freedom. The mission of the 5th Degree Academy is to teach kids what the traditional education system just isn't teaching anymore.
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Most 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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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 Dye of Let’s Grow Leaders, surveyed 5000+ full-time workers in over 45 countries and in all 50 United States. It turns out conflict is becoming more of an issue everywhere you go. 70% of participants report the same or more conflict over the last few years.
Karin and David’s latest book, “Powerful Phrases for Dealing With Workplace Conflict: What to Say Next to Destress the Workday, Build Collaboration, and Calm Difficult Customers” is an essential guide to master any workplace conflict with confidence and ease —for less drama and better outcomes at work.
In many workplaces today, conflict is an escalating issue. The shift to remote work and hybrid teams has left many people longing for deeper human connection. On top of this, add a younger generation clamoring for more feedback and impatient for change, steady advances in technology that can feel threatening to job security, or people reexamining priorities and quietly quitting. Take the increase in anxiety, stress, and depression—mix in the loss of human relationships—and you get less tolerance and understanding. Ultimately, this all leads to more, and more destructive, workplace conflict.
Pre-Order your copy of their book at https://letsgrowleaders.com/conflict-phrases-book/
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
You 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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today on the podcast, Scott Beebe join us. Scott is the founder of MyBusinessOnPurpose.com and author of Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters. Scott founded Business On Purpose because he saw there was a need to help business owners who were weighed down by chaos to have a clear vision when it comes to the success and future of their business. He created the Business On Purpose Roadmap to liberate businesses from the chaos of working IN their business and help them get their lives back.
Scott walked on to a division-1 SEC football team with only one year of High School football experience and earned a full scholarship during his final two years. Moving to Texas after college with his new bride Ashley, Scott attended and graduated Theology school, then worked as a legal drug-salesman for Pfizer selling Lipitor, Viagra, and other well-known products. Scott and Ashley planted two Churches, pastored one of them, and have been working in rural Nigeria since 2005 building a platform for sustainable partnership with Nigerians through a variety of sectors including business, finance, and agriculture.
Scott also hosts the Business On Purpose podcast sharing real stories of how he and the BOP team are working with business owners and their key leaders to build people, purpose, process, and profit.
How 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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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-renowned executive leadership coach, speaker, and author. She guides CEOs and senior executives on their journey from hero leaders to human leaders. Guided by 30 years in business, working across industries—including media consulting and advertising—and as an entrepreneur. Hortense was a 2021 nominee for the Thinkers 50 Coaching and Mentoring Awards and has been ranked #5 on the Global Gurus list by World Management Global Gurus. She is a certified Marshall Goldsmith Stakeholder CenteredTM coach and a member of MG100 Coaches. Author of The Unlocked Leader: Dare to Free Your Own Voice, Lead with Empathy, and Shine Your Light in the World (Wiley, September 26, 2023), Aligned: Connecting Your True Self with the Leader You’re Meant to Be (2019), Hortense is a contributor to Harvard Business Review and ThriveGlobal.com, and has been featured in Forbes, Fast Company, Inc., and Business Insider.
In THE UNLOCKED LEADER: Dare to Free Your Own Voice, Lead with Empathy, and Shine Your Light in the World (Wiley, September 26, 2023), veteran executive leadership coach Hortense Le Gentil combines real life stories, deep psychological insights, rigorous research, and practical tools to reveal how leaders can become more effective by learning to lead with palpable humanity. Hortense examines prominent leaders from business and popular culture—from Marie Kondo and Ralph Lauren to Steve Jobs and Apple TV’s Ted Lasso—to explore what modern leadership can evolve to encompass.
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Bradley 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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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 series. He also holds an economics and business degree from Stanford University.
His success in the classroom follows a vast experience in the trenches. Beginning as a McKinsey & Company consultant, he left to become a serial entrepreneur, where he operated six companies as CEO or Executive Chairman. He has since served as a board member of more than 40 public and private companies and has been an active investor in over 150 businesses.
He is a frequent business commentator on CNBC and Fox News, and he has been published in the New York Times, Boston Globe, Fortune Magazine, Forbes, CNN, Business Insider, The Hill, Denver Post, along with other publications.
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
It'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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Ron 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 make moving fun for its customers. The company currently serves 10 markets and plans to open between 10-15 new locations per year over the next several years.
In his 20s, Ron saved $150k to start his cleaning business. It took him two years to turn a profit and nearly three years to earn a paycheck. He finally made a few bucks, and then reinvested the profits back into the business by opening additional corporate locations. Then, he built the network into 12 company-owned locations before pivoting to the franchise model. This decision led to hockey stick growth and eventually the network grew to 100 franchises. He then sold the business to focus on his next venture: Pink Zebra Moving. He was excited about the moving industry and currently serves 10 locations. Following his innovative approach to customer experience, he expects rapid growth in this venture.
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
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.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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; he’s created a book in partnership with Seth Godin that raised $400,000 for Malaria No More; he has been named #1 Thought Leader in Coaching and a Coaching Guru; he’s launched several podcasts; and he has spoken live and virtually to crowds of thousands…
Michael has never been much of a fan of the status quo, and his privilege is something he tries to use thoughtfully to create more possibilities for everyone.
He’s spent his career pushing back at power structures in unsubtle ways (he finished law school being sued for defamation by one of his professors), direct ways (disrupting some of the ways publishing works) and more effective, scalable ones (his approach to coaching “un-weirds coaching”, makes it a technology accessible to everyone, and turns leadership and hierarchy on its head.)
Learn more about Michael and all he offers:
Find him on social media @mbs_works
Thanks to our sponsors:
Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Bradley 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 Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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!
Books include "Sales & Marketing Alignment" and "Winning The Website War."
https://intuitivewebsites.com/services/digital-marketing-speaker/
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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 Mutual, he has spent the last 20 years as a partner with Sales Manage Solutions.
On a daily basis, Steve uses all the tools and processes presented to you today. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell.
Today, Steve is going to teach us the Recruit the Best system with the tools and processes for hiring and coaching sales people.
For the past 37 years, Steve has been married to his college sweet heart Tammy and enjoys his two adult children, their spouses and his 3 grandchildren.
Get your copy of the book: https://www.amazon.com/stores/Steve-Suggs/author/B0078RR3CG?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
One 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 provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Today 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 workshops and puts them directly into your hands so you and your team can get to work. Spanning sales and marketing, product, operations, and finance, each workshop puts you one step closer to finding a model for growth that is repeatable and controllable.
Whether yours is a company with several million in revenue or you’re just starting out, Levers gives you the tools you need to create the alignment, clarity, and control that will maximize your company’s potential.
Get your copy of the book: https://www.amazon.com/Levers-Framework-Building-Repeatability-Business/dp/154451980X
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
In this quick episode, learn how great leaders will hire to buy back time. Then, find out how you can do the same using the Buyback Principle.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Do 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 the realm of leadership and team development, renowned as a Leadership Keynote Speaker who has inspired audiences around the globe. An accomplished author, Erik has penned multiple books, contributed to others, and created practical leadership manuals, each serving as a guidepost for leaders navigating the complex landscapes of today's business world.
His academic credentials are equally impressive, with a Masters degree in Executive Coaching from Wits Business School enhancing his professional acumen.
Erik's work has transcended borders, influencing a myriad of companies worldwide with his innovative strategies and insights. His relentless pursuit to help organizations adapt for a complex future underscores his commitment to fostering modern leadership and high-performance team.
Learn more about Erik when you visit his website, https://erikkruger.com/
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
You can have fancy marketing techniques and business operations, but they can be too complicated without an ROI. Don't be cute - just keep it simple. Learn how to apply this in your business when you listen to this quick episode.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
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 the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016.
Steve grew up in Greenwood, South Carolina and graduated from The Citadel with a degree in Business Administration. He worked in the medical sales field for seven years before joining the State Farm family in 1988 as an Agent Team Member in Aiken, South Carolina. After qualifying the Agent for his first Ambassador travel trip in the Agent’s 38 years of service, Steve was offered his own agency in Marietta, Georgia. Steve opened his agency as a scratch agent on September 1, 1989 and qualified for Ambassador travel in just four months. Since that time, Steve has qualified 29 more times for travel with 15 years as an exotic traveler. Steve’s office is now located in Woodstock, GA and he has consistently been ranked as a top 50 State Farm Agent for 24 of the past 29 years. Steve’s passion for providing Good Neighbor Service and ensuring his customers are adequately protected is evidenced by his many accomplishments as a State Farm Agent. A quote Steve lives and works by is “be different on purpose”. He believes in this quote so passionately that it is included on the design of his company cars. He wants people to notice the excellence and compassion his team strives for in serving and caring for agency customers.
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Whether 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-Changing Assistant, and host of the #1 podcast for assistants – The Leader Assistant Podcast.
He has worked with CEOs, professional athletes, Fortune 100 board members, billionaires, pastors—and their assistants—in both the nonprofit and for-profit sectors.
Jeremy has also had the opportunity to speak at administrative professional and executive assistant conferences all over the world, including Hong Kong, Thailand, and Germany.
He’s currently EA to the Founder and CEO of Capacity, a fast-growing startup in Missouri with an AI-powered, support automation platform.
Jeremy’s passion is to help you lead well, resist burnout, and automate before you’re automated.
Jeremy lives in Kansas City, MO with his wife and 2 boys. To connect with Jeremy or learn more about his training resources for executives and assistants, visit LeaderAssistant.com.
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Last week, Bradley shared one of his favorite "thinking time" questions for business owners. You had an incredible response to this episode, so today he's sharing another business favorite - his favorite app! Spoiler alert - it's VOXER. Listen to find out why. Then, try it out when you connect with Bradley on Voxer using this link: https://web.voxer.com/u/bradleyhamner
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 ton of agents reached out asking him to work with their staff. He now trains insurance agents and their staff across the nation on his unique sales & referral process.
To learn more about Vlad’s sales process, his masterclass, and more, you can text COMP to 503-864-6974 or visit www.insurancesaleslab.com.
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
In 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 a mission to help small business owners decrease their hours in their businesses while increasing their profits from it.
Visit https://www.autopilotrecruiting.com/ to learn more about Alex's services and grab a copy of his book.
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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
Bradley emphasizes the importance of thinking about your business instead of simply working in it. In this quick episode, he shares his favorite thinking time question for business owners. What would your answer be?
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Get a unique look at what goes into hiring, leading, and BEING an executive assistant in this episode! Bradley interview his own EA, Lauren, to give owners a clear idea of what they can expect.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Andrew 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, Andres 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 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.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Club Capital Leadership Podcast.
What is it that keeps problems fixed and lug nuts tight in your business? I don’t want us to go around the track one time and have to tighten the lug nuts. It comes down to expectations, reliability, core values, and culture.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Wondering how to recruit “first round draft picks” for your team? What about using the "Stairs and Buckets" principle in your business?
Today on the podcast, Randy Thompson shares how to find, train, and compensate the best people for your team. He also shares the three intrinsic qualities he looks for in prospective team members. These include honesty, a kind heart, and a strong work ethic.
Randy and Bradley also discuss how to sell to your clients, ways to meet their needs while increasing business income, and more. If you’re an insurance agent, he shares quite a few nuggets of wisdom specific for your business!
Randy has traveled the country speaking to agents and team members on how to develop and train a high performing team. His experience as a teacher and high school wrestling coach prior to his career as an Agent has been priceless at helping develop consistent systems that produce results and strong team members that govern themselves.
* 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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, Troy Henikoff joins Bradley to discuss his new book, "Levers - The Framework For Building Repeatability Into Your Business." Get your copy at https://www.leversbook.com/.
Troy Henikoff is Managing Director of MATH Venture Partners. Additionally, Troy is an active mentor with Techstars.
Troy was a Co-founder of Excelerate Labs, which became Techstars Chicago in 2013. He also helps manage the FireStarter Fund, teaches Entrepreneurship at Northwestern University’s Kellogg School of Business and is on the board of the Chicago-land Entrepreneurial Center.
Prior to Techstars Chicago, Troy was the CEO of OneWed.com, the President of Amacai, and co-founder and CEO of SurePayroll.com. Troy built the technology for Jellyvision (creators of “You Don’t Know Jack!”) and was the President of Systemetrics. His first company was Specialized Systems and Software. Troy has an undergraduate degree in Engineering from Brown University and a Masters Degree in Project Management from Northwestern.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, Bradley shares some tips for giving effective quarterly performance reviews with your employees. His advice may not be what you think - listen to this quick episode and see what you may be missing.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This week's fireside chat is a recast of one of our top conversations from earlier this year. Dr. David Burkus is one of the world’s leading business thinkers,. His forward-thinking ideas and bestselling books are helping leaders and teams do their best work ever. In this episode, they discuss remote work, hybrid teams, purpose, culture, connecting to a deeper meaning in business.
He is the bestselling author of four books about business and leadership. His books have won multiple awards and have been translated into dozens of languages. His insights on leadership and teamwork have been featured in the Wall Street Journal, Harvard Business Review, USAToday, Fast Company, the Financial Times, Bloomberg BusinessWeek, CNN, the BBC, NPR, and CBS This Morning. Since 2017, Burkus has been ranked multiple times as one of the world’s top business thought leaders. As a sought-after international speaker, his TED Talk has been viewed over 2 million times. He’s worked with leaders from organizations across all industries including PepsiCo, Fidelity, Adobe, and even NASA.
A former business school professor, Burkus holds a master’s degree in organizational psychology from the University of Oklahoma, and a doctorate in strategic leadership from Regent University.
Find David's TED Talk: https://www.youtube.com/watch?v=7uk4-2AOaw8
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, Bradley sits down with Allan Dib. Allan has started and grown multiple businesses in various industries including IT, telecommunications and marketing. One of his previous startups was in the telecommunications industry, where he faced heated competition from multibillion-dollar, multinational competitors. In four years, Allan grew this business from a startup to being named by Business Review Weekly (BRW) as one of Australia’s fastest-growing companies in the country—earning a spot on the coveted BRW Fast 100 list.
Allan has made it his life’s work to provide clear and simple frameworks for marketing success. He’s passionate about helping businesses find new and innovative ways to leverage technology and marketing to facilitate rapid business growth.
Through his lively and engaging discussions, Allan demonstrates exactly how to take a business from just getting by to exponential growth.
Allan is also the bestselling author of The 1-Page Marketing Plan: Get New Customers, Make More Money And Stand Out From The Crowd. An international #1 bestseller, his book has been named as one of the top 10 best marketing books by The Huffington Post and has received critical acclaim in Medium, Inc., as well as in numerous business-focused podcasts, publications and conferences.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
As owners, we are pulled in a hundred directions every single day in our business and our personal lives. But the answer to this one question will help you define your priorities. What does the business need?
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
In this recast, see how you're doing with The 5 Insurance Guys' recommendations for 2023...
Ready for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka "Coach P," Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…
Equip your team.
Acknowledge the previous year’s success.
Don’t freak out when you start at 0.
Use the last two weeks of December to lock and load your Q1 leads, existing client conversations, focusing on life insurance sales in your agency and shooting for $100k in the first three months.
Have a strong plan for the start of the year (and get help!).
Focus on strong execution.
Set your calendar to hold you accountable.
Focus on goals you can nail in a Q1 “fast start” to give your year a solid foundation
Break your 2023 goal into its simplest, daily form.
Identify what you as the owner can do before you delegate items to your team.
Whether you're running an insurance agency or not, the advice shared in this episode will give you a solid foundation to kick off your year.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, master storyteller and marketing expert Matthew Dicks joins Bradley to discuss how to tell your brand story in a compelling and engaging way.
Matthew Dicks is the internationally bestselling author of the novels Memoirs of an Imaginary Friend, Something Missing and Unexpectedly, Milo, The Perfect Comeback of Caroline Jacobs, Twenty-one Truths About Love, The Other Mother, and the nonfiction titles Storyworthy: Engage, Teach, Persuade, and Change Your Life Through the Art of Storytelling and Someday Is Today: 22 Simple, Actionable Strategies to Propel Your Creative Life.
His novels have been translated into more than 25 languages worldwide. He is also the author of the rock opera The Clowns and musicals Caught in the Middle, Sticks & Stones, and Summertime. He is an advice columnist for Slate magazine and the humor columnist for Seasons magazine. He has written comic books for DoubleTake Comics.
Matthew is a record 59-time Moth StorySLAM champion and 9-time GrandSLAM champion whose stories have been featured on their nationally syndicated Moth Radio Hour and their weekly podcast.
When not hunched over a computer screen, he fills his days as an elementary school teacher, storyteller, blogger, wedding DJ, minister, and marketing and speaking consultant. He has been teaching for 24 years and is a former West Hartford Teacher of the Year and a finalist for Connecticut Teacher of the Year.
Matthew is also the founder and artistic director of Speak Up, a Hartford-based storytelling organization that produces shows throughout New England and Speak Up Storytelling, a podcast on storytelling. He teaches storytelling and public speaking throughout the world to individuals, corporations, school districts, hospitals, universities, advertising agencies, and more.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Bradley shares a key pivot he recently learned as you prepare for a recession. Spend some thinking time around your marketing and clientele with this episode.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Enjoy this recast of a listener favorite with Celine Williams!
How do we design a culture that breeds success?
Céline Williams answers this question on The Product Entrepreneur Podcast. She shares that you need to first understand where you are, then articulate where you would like to be, in order to gameplan how to get there. Bradley drew the analogy of creating a Google Maps navigation for your culture.
She shares these important steps in creating a culture for success: (1) Break down unconscious biases (within the organization and each person). (2) Explore different perspectives. (3) Change the way each individual shows up – for themselves, their employees, and the organization.
Céline is a culture engineer, business strategist, and speaker who helps entrepreneurs and conscious companies build strong and (wildly!) successful businesses in a conscious, intentional, and human-focused way.
Today on the podcast, Michael and Courtney Weaver join Bradley to discuss how to take things from High Level to Eye Level. They are a Midwest married couple, born and raised in a small Missouri towns. They’ve been in the insurance and financial services industry for over a decade and created Weaver Sales Academy after almost 2 years of consulting agents.
They are passionate about being able to coach and train agency teams. They want to see them to make the most out of this opportunity and truly have fulfillment and success in what they do.
They teach simplistic processes, activities and conversations that are duplicatable and consistent, so agents can implement the major foundational pieces of a successful agency and make it their own.
Learn more about their sales academy: https://www.weaversa.com/wsa
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Are you thinking about doing enough to get by, or are you thinking bigger?
Don't forget to register for The 2 Day MBA starting August 1st: https://www.businessgrowthcurator.com/mba
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Wondering what it really takes to be successful? On today’s podcast, Bradley chats with insurance agency owner, consultant, and author of “The Discipline of Success,” Tyler Bullington.
Tyler has been a State Farm Agent since 2012 in Huntington, WV. Since then, he has been an Exotic Traveler 8 out of the 10 years. He has also been in Chairman’s Circle every year, MDRT 5X, and a multiple Presidents Club Life Qualifier.
In this episode, Tyler shared that his success has come from learning to love discipline. He explained that the book Discipline Equals Freedom influenced him to embrace the process of violent action and simply enduring the process. He also shared the value of being a lifelong learning and personal development.
Tyler takes an unusual approach to strengthening his team: They simply have lunch together almost every day. His team has low turnover, so many of them have had lunch together every day for the last 8-10 years.
He also shared his thoughts around delegation, whether you should lean more into your strengths, investment vs. spending, and more.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Today on the podcast, Walker Deibel joins Bradley to discuss acquisitions, business strategy, and startups.Walker is a serial acquisition entrepreneur, bestselling author, and M&A advisor. He acquired seven companies over ten years and co-founded several startups. His bestselling book, Buy Then Build: How Acquisition Entrepreneurs Outsmart the Startup Game, released to critical acclaim including being recognized by Forbes as “one of the top 7 books all entrepreneurs must read,” and is currently being used in many universities.
Learn more about Walker at https://acquisitionlab.com/meet-the-team/
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Stop guessing at strategies and learn from business experts over two mornings to gain momentum in 2023 and start 2024 strong. The 2 Day MBA virtual event has six training sessions and multiple guest speakers, including Micah Cannon of Club Capital, to give you the tools you need to transform your business this year. Get your free tickets for this event August 1st and 2nd, plus the replay, today when you visit this link: https://www.businessgrowthcurator.com/mba
As a fellow business owner, Bradley understands the importance of maximizing your time and providing you with a concise yet impactful learning experience. In The 2 Day MBA we will cover key areas of business management and strategy, equipping you with the tools necessary to thrive in today's dynamic business landscape, gain momentum to round out 2023, and even start 2024 strong. Secure your free spot when you register today.
Here's the link to register: https://www.businessgrowthcurator.com/mba
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
How is your customer retention rate? Learn why it matters, and how you can improve it, in this chat with Micah and Bradley!
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
In today's episode, Robert Galford and Charles Green chat with Bradley about their latest anniversary edition of the book The Trusted Advisor. Using their model of "the trust equation" they dissect the rational and emotional components of trustworthiness. With precision and clarity, they detail five distinct steps you must take to create a trust-based relationship.
In The Trusted Advisor, Galford and Green offer "an invaluable road map to all those who seek to develop truly special relationships with their clients" (Carl Stern, CEO, Boston Consulting Group). The authors weave together anecdotes, experience, and examples of both their own and others' successes and mistakes to great effect. The Trusted Advisor is essential reading for anyone who must advise, negotiate, or manage complex relationships with others.
Get your copy: https://www.amazon.com.au/Trusted-Advisor-20th-Anniversary/dp/1982157100
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Lex is the author of Designed to Scale: How to Structure Your Business for Exponential Growth, Organizational Physics: The Science of Growing a Business, How to Think About Hiring: Play Smarter to Win the Talent Game, and
Learn why you should adopt the identity of being "In Training" as a business owner in this quick episode.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
In this chat, Micah and Bradley chat takeaways from Inner Circle, Micah's trip to Hunstville, and Tax Strategies.
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
In today’s episode, David Peterson joins Bradley to discuss leadership, business planning, and team development. You’ll hear them chat about top advice for agency owners, and how to lead your business well.
As a father of four, and an owner of multiple businesses, Coach P is a big fan of systems and processes. He believes we should have a plan for every scenario and constantly drive results through our team.
After years of trial and error, he realized the significance of team development. Due to this, he created a program to drive consistent, high-level coaching to agencies across the country.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Lex is the author of Designed to Scale: How to Structure Your Business for Exponential Growth, Organizational Physics: The Science of Growing a Business, How to Think About Hiring: Play Smarter to Win the Talent Game, and Ready for Enlightenment? An Insider’s Guide to the Biggest Trip of Your Life. In addition, thousands of entrepreneurs and...
Learn how your business assets can create income!
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Hear about Club Capital's new service, People Advisory Services. Learn what it is and how it can help you grow your team and 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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Today on the podcast, Organizational Physics founder and head coach Lex Sisney joins Bradley. He is a business scaling expert and a wizard at organizational structure and design. He works with CEOs and leadership teams of expansion-stage companies who are committed to growing their business without compromising their values.
Through his own challenges founding and leading fast-growing companies, Lex began a quest to find a simple, effective paradigm for other founders and CEOs to achieve market-leading, differentiated, and profitable positions for their companies. After years of work in this field, Lex discovered that organizational success can be distilled to some simple, yet powerful principles clearly explained by the classic laws of physics – laws that were true 10,000 years ago and will be just as true 10,000 years from now. His unique approach combines a powerful theoretical framework with practical methods to guide organizational leaders toward greater success and work/life satisfaction.
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Lex is the author of Designed to Scale: How to Structure Your Business for Exponential Growth, Organizational Physics: The Science of Growing a Business, How to Think About Hiring: Play Smarter to...
Where do you spend your time and energy as a business owner? Is it worth the investment? Listen to this quick tip from Bradley, and grab your free Time & Energy audit tool here: https://www.businessgrowthcurator.com/time-energy-audit/
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:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Hunter Emory chat all things money with Bradley on today's episode. He shares how he moved from having little understanding of how money works in business to managing budgets, revenue, expenses, and owner pay with ease.
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:
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, Dr. Jack Wiley, who has more than 30 years of experience as an international organizational psychologist, joins Bradley. He is the author of "THE EMPLOYEE CENTRIC MANAGER: 8 Keys to People-Management Effectiveness."
Dr. Wiley says that most managers wrongly emphasize planning, organization, leading and controlling, rather than creating a great employee experience that enables, motivates and engages employees. His book is is based on an unprecedented survey of 80,000 workers in 27 countries and offers the answer to what employees most want in a manager, and what would most improve productivity and reduce turnover. The transformative principles can be applied to mom-and-pop shops, start-ups, or Fortune 500 companies.
DR. JACK WILEY is president and CEO of both Employee Centricity LLC and Jack Wiley Consulting, LLC; he also serves as the Chief Scientific Officer at Engage2Excel. He is an award-winning organizational psychologist, researcher, leadership consultant, and author of three books, The Employee-Centric Manager: 8 Keys to People-Management Effectiveness (2021), RESPECT: Delivering Results by Giving Employees What They Really Want (2012), and Strategic Employee Surveys: Evidence-Based Guidelines for Driving Organizational Success (2010). With more than 30 years of experience studying what employees most want and what organizational design factors best promote business success, he is a frequent keynote speaker and media contributor --on issues related to the workplace, employee engagement and retention, leadership effectiveness, and business performance.
Listen to this episode to learn how you can increase happy employees and employee retention!
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 offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
What are you the most passionate about? What do you love to do? Bradley shares how to find what gives you the most money while moving the business forward in this quick training!
Download Bradley's Time & Energy Audit tool: https://www.businessgrowthcurator.com/time-energy-audit
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: info.club.capital/community
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Micah, David, and Bradley discuss how The Rock became a massive influencer, celebrity products, businesses with killer content game, and monetizing the content you already have in this candid discussion. Tune in to get an idea of how you can create some passive income for your own 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: info.club.capital/community
Thanks to our sponsors:
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Paul Millerd joins Bradley to discuss what is truly valuable in work and life. He developed his memoir, The Pathless Path, following a health crisis and deep self reflection.
“Who am I if not a worker?” That’s the question that Paul asked himself amid a health crisis after business school and one that kickstarted an almost decade-long journey of experiments, adventure, and self-reflection. The Pathless Path is a personal story, a deep dive into the history of work, and a bold proposal of a new story for thinking about how work fits into our lives.
The Pathless Path is Paul Millerd’s earnest attempt a new story for thinking about work and life. It’s a shift from “getting ahead” to coming alive. It’s learning to develop a healthy relationship with fear, uncertainty, and discomfort. It’s also about unleashing inner creativity, finding the others, redefining success, and shifting from thinking about work as something that comes with a paycheck towards it as something that you want to commit to over the long-term.
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
What is Bradley's number one fear? Find out in this episode...and how he is intentionally changing how he reacts to motivation and fears, and what fuels his 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: info.club.capital/community
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Chris just hired a new Executive Assistant. Hear how he is implementing this role, what he's getting back for the investment, and how things have changed for him in his 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: info.club.capital/community
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the leadership podcast, Jeremy Weber joins Bradley to share how you can build and monetize your personal brand.
Jeremy is a senior strategist and founding member at Brand Builders Group. Over his 17+ year career, he has founded, sold and helped to grow multiple companies. His work as a personal brand strategist has supported New York Times bestselling authors, TED speakers, celebrity influencers, a Shark Tank investor, and 7-figure entrepreneurs across many industries.
As a founding member and senior leader within Brand Builders Group, he has supported the launch and growth of one of the fastest growing personal brand strategy firms in the world. His work has spanned leading a team of 25+ strategists, overseeing the platform supporting 700+ personal brands, and managing the company’s global partner network.
As a former thought leader in the technology industry, he has spoke to audiences of over 15,000 and sat on the advisory board of a global software company with annual revenues of over $1 Billion.
https://brandbuildersgroup.com/jeremy-weber-2
Connect with Jeremy on Instagram at https://www.instagram.com/thejeremyweber
Connect with Jeremy on Twitter at https://twitter.com/thejeremyweber
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
You’ve heard of a growth mindset before, but today Bradley talks about how to pursue a contribution mindset. He is looking for ways to add to his circles of influence, and how to "send the elevator down."
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: info.club.capital/community
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Bradley and Chris discuss how AI like ChatGPT has enhanced their productivity in business.
Today on the podcast, Debra Boblitt joins Bradley to discuss leadership. Deb has a successful career as an insurance/ financial services executive and leader for nearly three decades at State Farm Insurance Companies®. As Senior Vice President, she had a proven track record of increasing revenue and market share, developing dynamic teams, and leading through change. With full P&L responsibilities for a $3 billion market, she improved profit margin by 5.5 percent.
Boblitt’s career began as an independent contractor agent. She opened her agency with no accounts and grew it into a thriving business. Then over twenty-four years she was promoted into multiple executive positions across the US, leading agents and leaders through historic growth and unprecedented change. She provided strategic leadership and oversaw sales for approximately 3,000 State Farm agents and leaders.
In addition, during her career, she was the voice for Sales and Customer Service expertise while serving on an Executive Committee that restructured State Farm from 28 regional offices to 13 zones across the United States and Canada.
She is a prominent Speaker on leadership and has served as Board Director for major non-profits. If you'd like to know more about Debra see her website: www.debraboblitt.com.
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
A million dollar business isn't built on a $10/hr task manager. A $2 million business isn't built on a $20/hr task Manager. There are administrative tasks like managing your in your inbox, putting things on your calendar, scheduling things on your calendar, and running payroll that are not going to move your business forward. So what should you do to successfully bring on an executive assistant and move your business forward.
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: info.club.capital/community.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
In this episode, hear the financial and business practices Isaac uses to grow his team and agency while creating security for both.
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: info.club.capital/community
Thanks to our sponsors...
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
This week on the podcast, Clark Dunn joins Bradley to discuss marketing. Clark started Beyond Rockets first as a podcast in 2019 as a way to meet and interview local small business owners and share their stories. Fast forward to October of 2020 Clark had been helping out a few business navigate social media while in college and with the business growing officially formed the LLC. for Beyond Rockets.
Over the past few years Clark has since graduated from UAH with a Marketing Degree and is running Beyond Rockets a Podcast & Social Media Marketing Agency full-time. He loves working with small business helping them use the tool of social media to better engage with their audience and grow their business as well as use his knowledge of podcasting to help companies & organizations launch their very own. As of May 2021, Clark has been married to his high school sweetheart Catherine and they have three cats Lonzo, Bruce, & Pepper. In his free time he enjoys hanging out with friends, reading, and running.
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Charlie Munger's inversion thinking concept is a mental model that involves flipping the perspective of a problem, challenge, or decision-making process. Instead of focusing on what you need to do to achieve an outcome, this technique requires you to consider what you should avoid doing to prevent the undesired outcome. In other words, you start with the end goal in mind and work backward to identify the obstacles that may hinder your progress.
Learn how to implement inversion thinking in this episode!
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: info.club.capital/community
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This special recast is a tribute to the late Ann Cohan. She was one of Bradley’s first business coaches and offered a treasure trove of knowledge on one of our first episodes.
Ann Cohan was the President of The Marvis Center, which was founded the firm in 1992 after thirteen years of corporate experience in sales, sales management, and training with both Savin Corporation and Sprint – leading the training and development departments for both organizations. Using her corporate experiences as a base, she created MARVIS which serves clients around the world – from small, local insurance agencies, to Fortune 500 giants.
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: info.club.capital/community
Thanks to our sponsors...
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In today’s episode, Bobby Harrington joins Bradley to discuss to effectively lead yourself in order to lead others. Bobby is the founder of the Rubicon Course of Action (COA), which specializes in performance coaching programs and immersive leadership development events. He also authored “Lead You: The Winning Combination to Achieve Personal and Professional Success.”
Before you can effectively lead others, you must lead yourself. Once you learn to successfully guide yourself toward your vision and goals, then you can do the same for your team.
In his book, Bobby Harrington shows you how self-leadership can transform you into the leader you aspire to be. Bobby’s Lead Yourself First method provides a self-leadership framework that teaches you how to utilize the basic tenets of leadership, execute tasks with passion and discipline, and commit to continuous improvement. The Lead Yourself First method is a roadmap through the foundations of self-leadership, the importance of discipline and personal responsibility, and the concept of sovereignty in leadership.
Once you embrace self-leadership, you become more productive, constructive, and promotable. Lead You is an easy-to-follow guide for transforming yourself into a capable leader.
Bobby Harrington has practiced leadership in sports, martial arts, the military, private business, and a Fortune 100 oil and gas company. Bobby has taught leadership in twenty-four different countries across thirteen languages. His work includes a focus on people leadership, team design, and technical innovation leadership. He earned a degree in intelligence studies and international relations later in life. Bobby is a United States Marine Corps Gulf War veteran and lives in Texas with his wife and family.
Learn more about The Rubicon COA: https://www.therubiconcoa.com/
Get Bobby's book: https://www.amazon.com/Lead-You-Combination-Personal-Professional-ebook/dp/B0BW4X8FCC
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this quick episode, Bradley shares what questions to ask and what answers to look for when identifying A-Players. You'll be able to refine your hiring process for long term hires that get true results with this info - listen now!
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: info.club.capital/community
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Bradley, Micah, and David discuss a variety of current topics that are impacting businesses like yours right now. Tune in for this Fireside Chat, packed full of valuable perspective!
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: info.club.capital/community
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
This week on the podcast, Bradley interviews Beau Vincent. Beau has grown from $1 Million to $5 Million in less than 3 years and would like to show others the way.
As a leader who values family, service to others and excellence, he pledged to his my strengths in leading others, communication, and coaching others to help leaders achieve their dreams inside and outside of work.
Beau Vincent is happily married to his wife of over 14 years and father to three amazing sons! Beau is a former multi-unit leader who has led upwards of 30 locations, over three states, $40 plus million dollars, 30 general managers, 60 assistant general managers, multiple district sales managers and 400 employees. Beau got sick of fighting for a seat at someone else’s table and decided to build his own table and invite others to sit with him.
Beau is known for his positive mindset and agency culture and sales success through assembling a mighty staff with a passion for YES! Beau lives by:
“I want 5 people working like 10 people, so that I can pay them like 8 people.”
You will attract who you are! What if most of your problems could be solved by you becoming a greater leader?
Work with Beau when you visit http://www.craigwigginscoaching.com/beau/
Learn more about his CWC Partner Training: https://drive.google.com/file/d/1Ifcquykh6EyUGt-EYP2binkTajooexIM/view?usp=share_link
Check out Beau's podcast, The Conviction of a Leader: https://podcasts.apple.com/us/podcast/the-conviction-of-a-leader/id1632919627
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: info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
The Tipping Point is a concept introduced by Malcolm Gladwell in his book of the same name. It refers to the moment when a previously slow-moving change or idea suddenly becomes viral and spreads rapidly.
This concept is especially relevant to small businesses, as they often face the challenge of creating momentum and growth while competing against larger, more established companies.
Bradley shares how it relates to your business in this episode.
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: info.club.capital/community
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Today, catch an inside look on this webinar with Chris Jones. Chris Jones has been an agent for 12 years. Starting as a new market agent in 2011, Chris grew his book to over 7000 cars, over 5200 fire policies, and over 14,000 total policies in force. Chris started without experience and had no idea what to do on day one. He has also started a second location with zero customers and successfully grown that book to over 3000 total policies. Before Covid, he traveled at least once per month, speaking to other State Farm agents and providing Mentorship.
Chris is now a Life Time Presidents Club Agent having qualified top 50 agents 15 times in 11 years. He has qualified for travel every complete year he has been an agent, Qualified for MDRT the last two years going on three, Exotic Traveler, and Chairmen’s Circle 5 times.
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: info.club.capital/community
Thanks to our sponsors...
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the podcast, Dr. Greg Wells joins Bradley to discuss health and peak performance - his personal and professional obsessions.
Dr. Wells has a Ph.D. in Physiology and serves as a Senior Scientist at the Hospital for Sick Children in Toronto. As a scientist and physiologist, he is focused on making the science of human limits understandable and actionable.
To that end he has authored four best-selling books – Superbodies, The Ripple Effect, The Focus Effect and Rest, Refocus, Recharge.
He is the CEO and founder of Wells Performance, a global consulting firm committed to achieving the moonshot of helping teams, schools and businesses become places where people get healthy, perform optimally and reach their potential.
He has worked with some of the highest-performing individuals on the planet, including Olympic and World champions, and with organizations ranging from General Electric to Deloitte, KPMG, BMW, Audi, and the Royal Bank.
Learn more about Dr. Greg Wells at https://drgregwells.com/.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Dream-boards, goal setting workshops, visualization, pep-talks, speakers, gurus and inspirational quotes seem to be the staple diet of the ambitious person. The underlying message is that humans lack motivation to succeed, or at least need reminding what they are striving for. If these things are valuable, it’s because desire is a key ingredient in success and it must be enhanced and recreated as often as possible.
This fireside chat is a look behind the scenes at three business owners discussing business. Bradley, Micah Cannon, and David Munson chat leadership roles, team expectations, how to recruit A-Players, and more in this candid conversation.
www.club.capital/podcast
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the Leadership Podcast, Sarry Ibrahim joins us to discuss how you can Bank On Yourself. Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160 years.
Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept.
Learn more about this when you visit www.thinkinglikeabank.com
Pre-Register To Join Our Exclusive Leadership Podcast Community! You get FULL access to all the benefits of the community...early! Ad-free, easy listening, access to the live podcast recordings with guests in real time, monthly Q&As with experts, and more. Get on the list here: https://info.club.capital/community
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
One of the hardest things you can do is extend your hand to ask for help. It may be lonely at the top, but here's why it doesn't need to be.
Here's the Michael Hyatt podcast that influenced this episode: https://open.spotify.com/episode/0PU2YNHTuw8lroYFvab9ex?si=Q2ooXVRWQyS_9wt2J_JO2g
Do you have what it takes to win? In this recast, we sit down with Clinical & Sports Psychologist Dr. McCabe to discuss how to train our mindset to grow our business. We talk about the Success Formula, the five people you need to have in your life, and the four types of clients. Dr. Bhrett McCabe combines his championship experience as an athlete with his clinical training as a psychologist to help competitors break free from their patterns of struggle and create winning solutions on their playing fields. He works regularly with coaches and athletes to overcome struggles of performance and managing the psychological burden of athletic injuries.Over the past 10 years, Dr. McCabe has become a trusted resource for amateur, collegiate, and professional golfers on the PGA, LPGA, and Korn Ferry Tours. Additionally, Dr. McCabe is the Sports and Performance Psychologist for the University of Alabama Athletic Department, providing services to all sports, including the 2016 and 2018 National Championship Football Teams. Dr. McCabe’s latest endeavor is called Catalyst School, where Dr. McCabe provides weekly, live coaching sessions via Zoom for anyone who is a catalyst for others- coaches and business leaders alike. As a high performance coach, Dr. McCabe has seen it all and he gives his best advice in this golden episode. Connect with Dr. Bhrett McCabe via his website: https://bhrettmccabe.com. Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast.
This week on the Leadership Podcast, meet Cameron Herold. He is the mastermind behind the exponential growth of hundreds of companies. As the founder of the COO Alliance and the Invest In Your Leaders course, Cameron is a dynamic consultant who has coached some of the biggest names in business, including Sprint Telecom and a monarchy in the Middle East. Known as the "CEO Whisperer", Cameron has a reputation for guiding his clients to double their profits and revenue in just three years or less.
Cameron's entrepreneurial journey began at a young age, and by 35, he had helped build his first two $100 million dollar companies. But his greatest achievement came as the COO of 1-800-GOT-JUNK?, where he engineered the company's spectacular growth from $2 million to $106 million in revenue and from 14 to 3,100 employees - all in just six years.
Cameron is not just a successful business leader, but also a captivating speaker. The current publisher of Forbes magazine, Rich Karlgaard, stated "Cameron Herold is the best speaker I've ever heard...he hits grand slams”. When he's not on stage, Cameron continues to teach through his Second In Command podcast and his bestselling books, including Vivid Vision, Meetings Suck, Free PR, Double Double, and The Miracle Morning for Entrepreneurs.
Cameron is a top-rated international speaker and has been paid to speak in 26 countries and on all 7 continents, including Antarctica in early 2022. He is also the top-rated lecturer at EO/MIT's Entrepreneurial Masters Program and a powerful and effective speaker at CEO and COO leadership events worldwide.
COO Alliance
https://cooalliance.com/
Invest in your leaders course
https://course.investinyourleaders.com/?utm_source=google&utm_medium=cpc&utm_roi=yes&gclid=Cj0KCQiA6fafBhC1ARIsAIJjL8mRIDF5x6uKbNSl9W25k6znA2Rl3LEorol7xG_U_XrszBOYGp2unBYaArvXEALw_wcB
Cameron’s Vivid Vision
https://www.dropbox.com/s/tqp6b6z40rk5k77/Vivid Vision - COO Alliance 2025.pdf?dl=0
Second in Command Podcast
https://cooalliance.com/podcasts/?source=google&utm_source=google&utm_medium=cpc&utm_roi=yes&gclid=Cj0KCQiA6fafBhC1ARIsAIJjL8mx635i7eCdHoWtdXiy9a4I63S5vPxt7MKokCMlk8GptQNQbYn2_REaArtgEALw_wcB
Bradley shares his thoughts around this truth: What it actually takes to succeed in business is greater than what you think it will take. Hear how to embrace this mindset shift to accomplish more as an owner.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
With tax day wrapped up, you may be looking through your books wondering how to minimize your 2023 taxes. In this episode, the experts at Club Capital - an accounting firm specifically for insurance agents - show you best practices to do just that.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In today's episode, Dr. Jack Wiley joins Bradley to discuss his 8 Keys, Fab Behaviors, the "1 Skill," and the "2 Values."
Jack Wiley, PhD, is an award-winning organizational psychologist, researcher, and leadership consultant. He is the author of three books, The Employee-Centric Manager: 8 Keys to People-Management Effectiveness (2021), RESPECT: Delivering Results by Giving Employees What They Really Want (2012), and Strategic Employee Surveys: Evidence-Based Guidelines for Driving Organizational Success (2010). Learn more about https://www.employeecentricity.com/
Dr. Wiley is president and CEO of both Employee Centricity LLC and Jack Wiley Consulting, LLC; he also serves as the Chief Scientific Officer at Engage2Excel.
With more than 30 years of experience studying what employees most want and the organizational design factors that best promote business success, he is a frequent keynote speaker and media contributor --on issues related to the workplace, employee engagement and retention, leadership effectiveness, and business performance.
In 2014, Dr. Wiley was awarded the prestigious Professional Practice award by the Society of Industrial-Organizational Psychology (SIOP), a lifetime achievement award for outstanding contributions to the practice of industrial-organizational psychology. He also is a Fellow of SIOP, the American Psychological Association, and the Association for Psychological Science.
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Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
When you begin to recognize the assets in your business and your connections, you'll begin to realize just how high your net worth is.
Richard Fenton and Andrea Waltz have been encouraging, coaching, and teaching people to intentionally go for no to get to “YES” for over two decades. They joined us on Episode 129, and now they're back. Finally, in this long-awaited follow-up to their ground-breaking first book, they examine exactly what should happen when it comes to hearing “no” in sales.
• What should you think when you get it?
• What should you say when you get it?
• What should you do when you get it?
You have a relationship with the word “no” and in this podcast you'll hear about making that relationship stronger, working for you, not against you.
Get the book: https://www.amazon.com/Ask-More-Questions-Negotiate-Anything/dp/1982130490/ref=sr_1_1?crid=23MUKFKT7CM49&keywords=ask+for+more+alexandra+carter&qid=1677010003&sprefix=ask+for+more+%2Caps%2C114&sr=8-1
Learn more about Richard and Andrea: https://www.goforno.com/about-us/
Here's what a burger, fries, and a group of colleagues showed Bradley about proximity, and what it means for your business. People say “You are the sum of the 5 people closest to you,” all the time. Bradley shares that while that has always resonated with him, it never really caused him to make a change. But a variation of this concept has, and that variation is proximity. Here’s where he saw proximity truly impact his choices in business...
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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 found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
A recast from another podcast, Bradley shares how business owners can get out of their own way and find more growth and success.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today on the leadership podcast, Jon S. Rennie joins us to discuss deep leadership. At the end of the day, leadership is all about the people you’re there to lead. Remember, how you get there and who you get there with really does matter.
He is a former U.S. Navy Nuclear Submarine Officer who made seven deployments during the end of the Cold War. Jon successfully brings his unique navy leadership experience to the business world. On a submarine crew, officers and sailors work together in cramped spaces and challenging conditions to accomplish complex missions with no room for failure. Jon learned quickly that the basic underlying principles for success at sea also led to high-performing teams on land.
Jon is a business leader, bestselling author, speaker, and podcaster. He is the Co-Founder, President & CEO of Peak Demand Inc., a manufacturer of critical components for electrical utilities. Prior to starting Peak Demand, he led eight manufacturing businesses for three global companies. He is the author of three best-selling leadership books, I Have the Watch, All in the Same Boat, and You Have the Watch. He is the host of the Deep Leadership podcast.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
As a business owner, you have a vision for how big you want your company to be. Whether it's a $1M business or a $100M empire, the key to achieving that vision is to build the right foundations and structures early on. The beach analogy can help illustrate this concept.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Not only is our podcast guest this week an all-star agent, he has led hundreds of his fellow agents to success as well.
Meet Michael Weaver.
Agent, business-owner, leader, and so much more...
Michael began his career in the insurance industry as a college intern, and opened his agency several years later in April 2014. After starting his own agency from scratch, Michael went on to become one of the Top 50 out of 19,000+ agents.
His success as a business-owner, coupled with his desire to help other agents transform their agencies, led to the creation of The Weaver Sales Academy. The Weaver Sales Academy is a sales coaching and training firm for insurance professional s that helps train their team and create excellent sales processes.
Want to know the secrets to taking your agency to the next level?
Listen now to find out!
Recast of Episode 20, originally aired August 2020.
In this episode, Dr. Benjamin Ritter, founder of Live for Yourself Consulting, joins Bradley to discuss how to Be The Leader of Your Own Career.
Dr. Benjamin Ritter is a leadership and career coach, Talent Development Executive, values geek, international speaker, online instructor of the course How to Be the Leader of Your Own Career and Create a Career You Love, and podcaster (The Executive, and The Live for Yourself Revolution), who’s passionate about guiding leaders to be the leader of their own career and create a career they love.
With over 11 years of experience working with clients from companies such as Amazon, Coursera, Doordash, Google, Fiserv, Northwestern, Pinterest, and Yelp, Ben understands how to navigate any career path you decide you want to travel.
From empowering professionals to get unstuck, to guiding senior leadership on how to stand out from the competition, develop executive presence, and feel confident in being a leader, Ben is an expert in his field and will guide you toward truly living for yourself at work and in life.
Ben received his Doctorate in Organizational Leadership with a focus on value congruence and job satisfaction and earned an MBA in entrepreneurial management, and an MPH in health policy administration
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Have you ever heard of a “Rembrandt in the Attic”? This phrase refers to a valuable artwork or other collectible item that has been forgotten or overlooked for years, perhaps even sitting in an attic or basement. While it may seem like a far-fetched idea, there have been many instances where a valuable object has been discovered in someone’s home, often after the owner has passed away. In this episode, we’ll explore a few fascinating stories of Rembrandts in the attic.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make.
Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view.
Micah shares how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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 Mutual, he has spent the last 20 years as a partner with Sales Manage Solutions.
On a daily basis, Steve uses all the tools and processes presented to you today. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell.
Today, Steve is going to teach us the Recruit the Best system with the tools and processes for hiring and coaching sales people.
For the past 37 years, Steve has been married to his college sweet heart Tammy and enjoys his two adult children, their spouses and his 3 grandchildren.
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
What are the most important habits you can have for life and business? Find out in this quick episode!
Here's the Craig Groeschel podcast episode I referenced: https://open.spotify.com/episode/3dwpRXKKBagPAX2yOFbLFy?si=b58568d6c17e4725
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
What role should AI like ChatGPT play in your business? Hear from Chris on this, plus how to maximize your onboarding process. Then, Chris and Bradley discuss what Employee Retention Credit can do for your bottom line in 2023.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
What role should AI ChatGPT get play in your business? How can you maximize your onboarding process? Finally, what’s the best way to utilize Employee Retention Tax Credit? Hear all this and more on today’s episode.
In this episode, Gary Rivlin joins Bradley to discuss small business ownership; a scrappy, can-do attitude; how little reserves small business owners actually have; and the differences between different areas of the US in policy, economics, and social norms. They agreed that to operate a small business is to always feel the future is precarious. This was true long before the pandemic, but the COVID-19 lockdown brought it home like never before as the crisis shuttered countless restaurants, mom-and-pop storefronts, and local enterprises.
Pulitzer Prize-winning investigative reporter Gary Rivlin spent nearly two years in the heart of America, closely tracking a small group of business owners and their employees, documenting their struggles and strategies to survive. His incisive new book, SAVING MAIN STREET: Small Business in the Time of COVID-19 (Harper Business; October 18), is a probing, empathetic portrait of a beleaguered, once-fundamental segment of American life and how its loss reflects and reshapes timeworn notions of identity and community.
SAVING MAIN STREET takes readers beyond the headlines and soundbites of daily business reports to supply an unfiltered portrait of a cherished, if vanishing, way of American life.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
What should you spend each month on marketing? What about relationship marketing, customer retention, and referrals? Watch this quick episode to find out!
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Club Capital's general manager, Louisa Else, joins Bradley to discuss MBA Level Financials. This is a great refresher for experienced business owners and essential for those who are newer to business ownership.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
This week on the podcast, one of the world’s leading business thinkers, Dr. David Burkus joins us. His forward-thinking ideas and bestselling books are helping leaders and teams do their best work ever. In this episode, they discuss remote work, hybrid teams, purpose, culture, connecting to a deeper meaning in business.
He is the bestselling author of four books about business and leadership. His books have won multiple awards and have been translated into dozens of languages. His insights on leadership and teamwork have been featured in the Wall Street Journal, Harvard Business Review, USAToday, Fast Company, the Financial Times, Bloomberg BusinessWeek, CNN, the BBC, NPR, and CBS This Morning. Since 2017, Burkus has been ranked multiple times as one of the world’s top business thought leaders. As a sought-after international speaker, his TED Talk has been viewed over 2 million times. He’s worked with leaders from organizations across all industries including PepsiCo, Fidelity, Adobe, and even NASA.
A former business school professor, Burkus holds a master’s degree in organizational psychology from the University of Oklahoma, and a doctorate in strategic leadership from Regent University.
Find David's TED Talk: https://www.youtube.com/watch?v=7uk4-2AOaw8
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Bradley shares the most powerful thing in business.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This episode recast focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done.
Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses.
We also discuss the importance of storytelling in sales and why leaning on an emotional component is how you win. Last but not least, if you are planning on being a referral based business, you have to learn how to earn the referrals. Scott also shares with us invaluable insight on how to do just that.
So, if you're struggling to get it all done, this is the episode for you!
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this episode, Marc Lafleur joins Bradley to discuss lessons in entrepreneurship and his new book, "True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business." They discuss ideas that may be controversial, such as hiring friends. Marc also shared mindset lessons in the face of failure, especially how to have grit to keep going.
Building three businesses from the ground up has given Marc Lafleur a deep understanding of what it takes to succeed in today’s competitive business landscape. As the co-founder and former CEO of truLOCAL, he’s built it into a team of 60+ people, expanded across Canada and the US, and successfully led its $16.7 million acquisition — all within five years. Most recently, Marc is celebrating the launch of his first book with Forbes, True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business, available everywhere February 7th 2023.
As a keynote speaker, Marc has shared his inspiring message to companies such as Lululemon and Google, as well as academic institutions like the University of Waterloo and York University. Marc has taken a special interest in speaking to today’s youth in hopes of inspiring a new generation of leaders. He says, “If my story can inspire even one kid to take a risk and go after something someone told them they couldn’t achieve, then I’ve done what I’m here to do."
Learn more about Marc at https://www.marclafleur.com/
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Did you ever think about how building a business can feel like building a lego set? Legos come in all kinds of varieties. Some of them have 70-80 pieces, but some of them have over 8000. But all of them have a photo of what the completed set will look like. As soon as you pull it out, you see these bags full of unassembled legos. Once you open them up and spread them out, it becomes a big mess.
This reminds Bradley of business. When you start a business, you have a picture of a finished product that will bring you all kinds of benefits. However, when you “open up the box” and spread out all the pieces, it can be difficult to know where to start. Learn how Bradley approaches business legos in this episode!
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This week we are sharing one of our favorite episodes with a 3rd Generation Agent, and Co-Founder of Club Capital, David Munson. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019.
Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be.
Listen up as David explains the systems and processes that led to his success as an award-winning Agent.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
This week on the leadership podcast, Matt Lesser joins Bradley to discuss how organizational leaders who prioritize EMPATHY, EMPOWERMENT, and EXCELLENCE can reduce turnover.
By understanding what makes each employee tick, Uniquely Normal helps leaders give teams the autonomy and trust they need to make confident decisions. Using practical frameworks Uniquely Normal helps executives tap into the individual needs of each employee, so they can lead each person with a style unique to their personality. With a leadership style that works for them, and an undeniable feeling of trust teams perform at a far higher level than ever before. Matt's clients have seen turnover plummet and employee engagement skyrocket.
Learn more about Uniquely Normal when you visit https://www.uniquelynormal.com/
Get Matt's book, Unsatisfied: When Less Is More on Amazon: https://amzn.to/3YYfKp4
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Bradley shares how his love of golf, and his mental relationship with even par, taught him a lot about business. In this episode, learn how you may be hiding challenges and sticking with "good enough" instead of being vulnerable enough with a community that can challenge and encourage you.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience.
With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team.
Joel realizes that not all days are going to be perfect, but he asks that his team be the best version of themselves that they can be on that given day. With this mindset, he has had great success in building his team.
Through this episode, Joel helps you navigate difficult situations, and manage your relationships with team members, for the BEST outcome!
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this episode, Drs. Jim Loehr and Sheila Ohlsson Walker join Bradley to talk about the concepts in their new book, "Wise Decisions." In WISE DECISIONS, the authors introduce the concept of Your Own Decision Advisor or Y.O.D.A. – the inner voice that guides people’s choices. “When the stories crafted by your inner voice are faulty or ill-conceived, the advice or decisions that emanate from those faulty interpretations will likely be flawed as well,” say Loehr and Walker. Anxiety, depression, loneliness, hopelessness, and fatigue are all capable of sabotaging a person’s Y.O.D.A. They also discussed decision-making when emotionally "hot" or not.
Get Wise Decisions on Amazon: https://www.amazon.com/Wise-Decisions-Science-Based-Approach-Choices/dp/1119931401
Dr. Jim Loehr holds a masters and doctorate in psychology, serves on several scientific boards, and is a full member of the American Psychological Association, the American College of Sports Medicine, the National Strength and Conditioning Association, and the Association for the Advancement of Applied Sport Psychology, and has been inducted into three Halls of Fame. You can learn more at: www.jim-loehr.com/
Dr. Sheila Ohlsson Walker is a former professional tennis player. She earned a B.S. in Finance from the University of Colorado, Boulder, obtained a Chartered Financial Analyst designation, and held an investment career as a Portfolio Manager. She then earned a doctorate in Behavioral Genetics from the Social, Genetic and Developmental Psychiatry Centre at King’s College London. You can learn more at: www.sheilaohlssonwalker.com/
These experiences with Starbucks proves that it's not what you do, it's how you do it.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Bradley and Chris discuss how to grow a business from two employees to a full team, onboarding over 600 clients, and structuring an operation through organization and clarity. This episode is full of powerful, practical business advice!
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
This week on the leadership podcast, John Talty joins Bradley to discuss his new book "The Leadership Secrets of Nick Saban: How Alabama's Coach Became the Greatest Ever. "John is a Wall Street Journal best-selling author. He shares the value of results-oriented achievement, how to grow a company with turnover, and other leadership secrets.
John Talty is the Wall Street Journal best-selling author of “The Leadership Secrets of Nick Saban: How Alabama’s Coach Became the Greatest Ever.” John is the senior sports editor and SEC Insider for Alabama Media Group, the leading statewide news organization which includes AL.com, The Birmingham News, The Mobile Press-Register and The Huntsville Times.
John has covered college football for two decades, with a specific focus on the Southeastern Conference for the last decade.
John frequently appears on SEC Network, SiriusXM and other national sports programs. His work is regularly cited by national outlets, including ESPN and Sports Illustrated. He has also written for The Clarion-Ledger, Men’s Journal and the International Business Times.
Get the latest book: Leadership Secrets of Nick Saban - How Alabama’s Coach Became The Greatest Ever. https://amzn.to/3DAiQHD
What if flights crashed 96% of the time? Would you still fly? Probably not. But did you know that 96% of small businesses never see their 10th birthday? And 90% of businesses don’t even survive their 1st year? These are the odds of business that every entrepreneur tries to beat. In this episode, learn how to beat the odds!
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Devin Day and Bradley discuss sports, business, sales experiences, and a little bit more about Devin’s experiences behind his work at Club Capital. He shares great insights on how working on sports impacted his approach to business and sales.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In today’s episode, Troy Korsgaden joins Bradley to discuss his new book, Net Gain Growth, as well as insights for 2023. His Excitement for the future and changes in the marketplace, tactical role-play, ideology around Technology & AI in business, and his thoughts around the sense of urgency that the team needs to pick up from you made for a great conversation.
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 consumers, so that consumers develop a higher appreciation for the value of insurance products.
In his career, which spans over three decades, Korsgaden has consulted and spoken with hundreds of thousands of executives, agents, brokers, and team members. A widely respected expert on the seamless distribution ecosystem. Korsgaden trains corporate insurance and financial services leaders on customer service, change management, technology, and transformational work, among many other key topics.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
How many times has someone found a technique that works for them, and they encouraged you to do it? We don't subscribe to everyone needing the same technique in business, and here's why.
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The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
This is a question with many circumstance-dependent answers. Some of the biggest elements that contribute to the answer include the method and cadence of paying yourself. They also discuss different types of business entities, changing how you pay yourself based on your business’ growth and team size, and more.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Today 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 agent. He has a team of 9 full time fully licensed team members. Mansour’s office has traveled every year as either level 2 or 3 and his office has qualified for Chairman’s Circle, eight of the last ten years. Their purpose is to connect relationships to insurance so that they can positivity impact people’s lives.
He is very active in his church Shoreline and has been involved with several other Knoxville charities, such as Habitat for Humanity, Farragut Rotary, Bethany Christian Services, and serving on the board for the Salvation Army and International Sports Consultants.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Learn why goals aren't getting you the results you want, and why you should be setting objectives and key results instead.
www.club.capital
Alissa Locke, aka "Your Money Mama," advises Club Capital clients on their personal finances. In this recast, she and Micah discussed all aspects of debt - how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here: http://www.moneymentorgroup.com/p/mastering-your-debt
Also text "Money" to 571-419-4770 to get the latest updates from Money Mentor Group!
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this episode, Jonhenri Ball joins Bradley to discuss his philosophy, convictions, and strategies around insurance sales. One of the key ideas he discussed were creating different marketing campaigns based on the demographics in your business. He also explained his belief that insurance should not be sold as an investment. Finally, he begged the question, "What is your personal philosophy around your services and products?
Jonhenri Ball has successfully trained, coached, or mentored insurance agents from obscurity to MDRT and TOP OF THE TABLE production levels.
Through his insurance sales training study group we've delivered exceptional results using my unique sales process with agents who struggle to achieve their sales goals.
He helps agents DISCOVER DYNAMIC DIALOGUE that can change their DESTINY.
He believes that his job is to help agents see things that they have never seen before....you can't see what you can't see and you can't take advantage of what you don't know.
Get in touch with Jonhenri Ball using his cell, 937-416-8187, or his email, jhball@me.com.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
After you have a blueprint, it’s time to build the plan. What are the things you can have in a plan that actually works? Here are Bradley's 5 steps to building a plan that actually works for your business.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Micah joins Bradley for this episode to chat profit, distribution, and taxes. If you ever wondered what two business owners' conversation about money would be, listen to this.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this episode, Bradley interviews Doug Thorpe, business advisor and executive coach. They discuss the differences between leadership and management, how to balance strengths and weaknesses, and what you cannot delegate as a business owner.
Throughout his career, Doug has been a student of effective and inspiring leadership. Numerous senior leadership roles and many different client opportunities have allowed him to gain valuable experiences which he now shares with you.
First as Commissioned Army Officer, then as a senior officer of a large and very well-managed regional bank, Doug gained front line leadership experience. Later, he left for the private sector where he led three different entrepreneurial start-ups and a regional non-profit.
Doug can help you get clarity with your own ideas to grow businesses and lead people. His passion is helping clients around the globe identify and embrace opportunities to grow both personally and professionally.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
As we begin 2023, do you know where you want to be at the end of the year? Here's why you need a blueprint for your business, and how to make one.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
Get an exclusive look inside one of Coach P's weekly, agents-only calls!
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
In this episode, Bradley interviews former organized crime leader and current keynote speaker, author, and college professor Damon West.
Sentenced to sixty-five years in a Texas prison, Damon West once had it all.
Damon West, M.S. Criminal Justice, is a college professor, internationally known keynote speaker and Wall Street Journal best-selling author of The Coffee Bean: A Simple Lesson to Create Positive Change, which Forbes’ listed in the “Top Twenty Books You Need to Read to Crush 2020.”
His autobiography, The Change Agent: How a Former College QB Sentenced to Life in Prison Transformed His World, vividly tells how he transformed the pot of boiling water that is a Texas maximum-security prison into a pot of coffee.
The Coffee Bean message has inspired thousands. Damon’s clients include such companies as Walmart, AIG, Chick-fil-A, Southwest Airlines, and sports teams like the Dallas Cowboys, Minnesota Timberwolves, Clemson, Alabama and Georgia. The U.S. Army has even incorporated the #BeACoffeeBean mindset into their resilience training. Damon’s story has been featured both nationally and globally.
He is passionate about the Coffee Bean message and loves sharing how it changed his life and how it can change yours, too.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Bradley keeps track of lessons learned throughout the year. Here are his top seven lessons learned in 2022.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
A heartfelt thank you to all the listeners and sponsors for this podcast.
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Here's a look back on the best of the best episodes from 2022, including interviews with David Peterson, Alex Shattuck, Troy Korsgaden. Chris Ronzio, Tom Hegna, Thomas Ntuk, David McKnight, Nathan Jamail, David Allen, Mike Michalowicz, Future Legacy Partners, and Mark Miller.
Thanks to our sponsors...
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Hear why Bradley's favorite books this year included "Measure What Matters," "The Psychology of Money," "The 5 AM Club," "Lead Like It Matters," and "Shoedog."
www.club.capital
Today we're looking back on 3 YEARS of the Leadership Podcast! Thanks to incredible listeners like you, we are gearing up for an amazing year 4. By the end of 2022, we will have released 176 episodes total, interviewed over 130 experts, and have over 55,000 all-time podcast downloads! We can't wait to see what 2023 will bring.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
On this episode, hear how Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach.
Mike believes that you lead people and you manage tasks. He shared the differences between a 12 month forecast and a 3 year vision. He also shared his 3 disciplines of execution, including align around priorities, measure what matters, planning and communication rhythms.
You can learn more about Mike's services and get a free download at www.mike-goldman.com/limitless.
Mike Goldman is a leadership team coach and the bestselling author of two books, Breakthrough Leadership Team and Performance Breakthrough.
He speaks internationally to groups of business leaders, such as the Young Presidents Organization (YPO) and the Entrepreneur’s Organization (EO). During his 30+ year coaching and consulting career he has worked with clients including Disney, Verizon, CHANEL and Polo Ralph Lauren. His insights have been featured in Forbes, Fast Company and Chief Executive Magazine and he is widely regarded by CEO’s as the expert on building great leadership teams.
As both coach and speaker, Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach. Mike is a life-long learner. In fact, he often tells his clients that he if he’s gone ninety minutes without recommending a book, they should dial 911 because there may be a serious issue.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
If you spend money on recruiting and training on a new hire, it’s likely you could spend up to $15k on them. But you may realize after 90 days that they are not the right fit, and you let them go. This is equivalent to purchasing a brand new Rolex, taking it outside, and smashing it. Learn how to stop smashing Rolexes in your business!
This episode is brought to you by Club Capital. Learn more about their financial services for insurance agents at www.club.capital
Learn how to save money on taxes, spend money where it matters, and manage your tax planning using smart strategies from Club Capital team member Mariana Mena.
Talk with Club Capital about their accounting services when you get in touch at www.club.capital
Special Thanks to Our Sponsors:
This episode is brought to you by Autopilot Recruiting. Autopilot 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 the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka "Coach P," Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…
Equip your team.
Acknowledge the previous year’s success.
Don’t freak out when you start at 0.
Use the last two weeks of December to lock and load your Q1 leads, existing client conversations, focusing on life insurance sales in your agency and shooting for $100k in the first three months.
Have a strong plan for the start of the year (and get help!).
Focus on strong execution.
Set your calendar to hold you accountable.
Focus on goals you can nail in a Q1 “fast start” to give your year a solid foundation
Break your 2023 goal into its simplest, daily form.
Identify what you as the owner can do before you delegate items to your team.
Whether you're running an insurance agency or not, the advice shared in this episode will give you a solid foundation to kick off your year.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Can you easily explain how you generate new leads and close sales? If not, press play!
When you think about establishing your business priorities, allocating your time, your scoreboards, and the team you have, you also have to think about your marketing and sales strategy.
Remember, marketing drives sales made. While there are endless options for HOW to market, it is important to first define “What is your marketing plan?” If we were to ask you that question, would you be able to outline the ways you market.
Then, ask yourself what is your sales system. From lead to closed sale, what is the process? One of the key roles you have in your business is “Chief Reminding Officer,” to nurture your team into following that system.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
So what is the Augusta Rule, and why does it matter for your business? Find out in this quick webinar recast with Club Capital operations manager Chris Ferretti!
Fireside Chats are brought to you by Autopilot Recruiting. Autopilot 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 https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Learn more about Club Club capital at www.club.capital
Mark Miller joins Bradley to discuss advice for leaders and business owners. Skills matter, but they won’t get you out of quicksand. Choices will. Here are the four main choices you have when your business is feeling stuck:
-> Confronting Reality
-> Growing Capacity
-> Fueling Curiosity
-> Creating Change
He also shared that margin in your calendar is a leadership discipline.
Mark Miller is an international best-selling author, business leader, and communicator. He is a seasoned business professional who worked his way up the ladder from hourly employee to a senior member of the corporate team at Chick-fil-A. He has been with the company for 40 years and currently serves as Senior Vice President of High-Performance.
Learn more about Mark at www.markmillerleadership.com.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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 https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
When you think about who is on your team, you'll begin to see how well your business can do. In this episode, Bradley discusses the true definition of an A-Player.
Many of you have different roles, from assistants and marketing to sales acquisition and account management. Each role will have very different definitions of A-Players, so it is important to take time with these definitions. Bradley shares how to do this for your business.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
In this episode, Club Capital's account manager Peter Widmeyer discusses common cashflow pitfalls and how to avoid them. His five key points included:
The differences between profit and cashflow. (Cashflow is determined by how much money is going in and how much is going out.)
Learn how to be profitable every single month, or how to strategically be in the red for a few months per year.
Learn the difference between growth or scale, and understand your burn rate when you are expanding.
Having accurate financial data forecasts in business is just as important as having an accurate ruler when measuring a piece of furniture.
Fireside Chats are brought to you by Autopilot Recruiting. Autopilot 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 https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Learn more about Club Club capital at www.club.capital
This week on the Leadership Podcast, Michael Lynch joins Bradley to discuss financial plannings, savings, retirement, and more.
A few of his key points included…
Michael Lynch is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.
A former onsite financial planner at ESPN, Michael has contributed to The Wall Street Journal, TheStreet’s Retirement Daily, and Investor’s Business Daily, as well as hosting Smart Money Radio for a decade. He is a regular speaker and financial planning instructor for conferences and corporations alike, including Madison Square Garden, among many others.
In his book, It’s All About the Income, Michael lays out a simple, straightforward system for determining when you really have enough money to call it quits. Learn how to turn those savings into a steady stream of reliable, inflation-adjusted income you can count on for life, and get ready to enjoy a long, healthy retirement on your own terms.
Michael is a five-time recipient of Financial Planner of the Year for MetLife and a 2019 inductee to the Barnum Financial Group Hall of Fame. You can enjoy his latest articles and videos at www.simpleandbig.com.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.
Autopilot 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....
How are you actually keeping score? You have to be able to tell the winners from the losers. In your business, a scoreboard will help you track if you’re pursuing your priority.
Often in business, we tend to make everything a priority. This turns a simple, useable scoreboard for the whole team into the equivalent of a Boeing 700 cockpit. Learn how to create effective scoreboards in this quick episode!
Thanks to our sponsors:
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
Micah Cannon and David Munson sit down for a fireside chat with Bradley to discuss how Club Capital was founded, being friends and business partners, growing the company, and what's next for Club Capital.
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Thanks to our sponsors:
This episode is brought to you by Autopilot Recruiting. It 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
Today on the leadership podcast, Mark Minukas joins Bradley to discuss workplace culture, developing habits that allow you to get to know your team, and transforming your business.
Mark is the Managing Partner at Co-Creation and has been helping organizations transform their business performance for over 15 years now. He is also the author of Unfear: Transform Your Business to Create Breakthrough Performance AND Well-being.
His work has taken him around the world and allowed him to explore all kinds of industries – manufacturing, technology, travel and logistics, government, and financial services. What Mark has discovered is that, despite the uniqueness and special nature of each company and industry, human beings are the core of any organization.
Marl has found that how people show up, communicate, problem solve, and lead determine how large the gap is between strategy and execution.
Learn more about Mark's company, Co-Creation, when you visit https://cocreationpartners.com
Thanks to our sponsors:
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
Autopilot 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.
What amount of time can you set aside to plan, think, and assess in your business?
When you think about allocating personal calendar time, it’s important to know that hitting all your business priorities don’t rely on you. It comes down to understanding what is needed and who can fill those needs.
There are unknowns in your business, a big example being the pandemic or maybe losing a key team member, but it’s important to plan as much as you can within your schedule for your priorities. Learn how in this quick episode!
Thanks to our sponsors:
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot 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.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
In this episode we are joined by Dave Barrett from Cost Segregation Services, Inc to talk about Cost Segregation studies - What are they? How do they benefit you? When should you get one? How do you get one? In addition, learn how you can save money on your taxes through real estate!
Thanks to our sponsors:This episode is brought to you by Autopilot Recruiting. It 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.
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
On this episode, you'll hear from Nichole Davidson Williamson about maximizing your social media marketing. From what channels to use, to how you should use them, and more, learn what will work for your business!
Nichole Davidson Williamson is a branding and digital marketing expert currently serving as the Chief Brand Officer at Zilker Media, an Austin-based agency dedicated to building people-driven brands. Nichole oversees and creates digital strategies for Austin-based brands, thought leaders and bestselling national authors. She believes in the power of building a community, and leverages that philosophy with clients to build successful campaigns and partnerships. Nichole is more than just a manager. She works with the brand strategy team throughout the entire digital marketing process from strategy development to execution to create award-winning campaigns.
Connect with Nichole:
Email - nichole@zilkermedia.com
Twitter - @nicholedavidson
LinkedIn - Nichole Davidson Williamson
Thanks to our sponsors:Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares thesystems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring atwww.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Rock Solid Assistants is the leading virtual assistant agency in the USA. Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com
Autopilot 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.
If Bradley could ask any business owner 1 question, it would be "What are your priorities?" In this "5 Key Questions" series, Bradley is helping you identify the important areas of business to develop.
The ERTC is a refundable payroll tax credit for wages paid by an employer whose business is either fully or partially suspended due to a COVID-19 related order or is experiencing at least a 10 percent decline in gross receipts compared to the same calendar quarter of the previous year.
Fireside Chat episodes are brought to you by Autopilot Recruiting. Visit www.autopilotrecruiting.com/clubcapital to learn more about their recruiting services, trusted by over 1200 agents.
Are you casting a wide enough net when hiring? Or, are you judging and screening people too quickly? Learn how to have an effective recruiting pipeline to get the important information about candidates so that you can make an information decision. Today on the Leadership Podcast, Alex Shattuck joins Bradley to discuss recruiting practices, how to use CareerPlug effectively, and ways that you can improve your recruiting pipeline. Alex also shared the importance of taking daily action to grow the recruiting pipeline. Most owners will be reactive in their hiring process vs. taking consistent action. 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 this fall. He’s on a mission to help small business owners decrease their hours in their businesses while increasing their profits from it. Learn more about Autopilot Recruiting at www.autopilotrecruiting.com/clubcapital
In this episode, Bradley invites you to take a minute and consider what gets your attention day to day. From people to television, from podcasts to books, al of these things will move you in a specific direction. It could be in the direction of your goals, or it could cause you to drift away from them.
Hear from Micah Cannon, Club Capital partner and COO on how to acquire the right tools in your financial toolbelt. He also shares the importance of looking forward as well as ahead in your business, and how to make big financial decisions. This episode is brought to you by Autopilot Recruiting. Learn more about their recruiting services for insurance agents at www.autopilotrecruiting.com/clubcapital
This week on the Leadership Podcast, Owen McGab Enaohwo joins Bradley to discuss business processes. Owen is the CEO and Co-Founder of SweetProcess, an easy-to-use software that enables company executives and their employees to collaborate together to quickly document and/or improve their standard operating procedures, processes and policies. In this episode, he shares with Bradley how documenting processes can be transformative for a business. Tired of being the Bottleneck in your business? Stop Doing it All Yourself. Document all those repetitive tasks that eat up your precious time, so you can grow your team and grow your business. Club Capital listeners get a free 28 day trial (that's double the time everyone else gets!) with access to all the features of SweetProcess when they visit www.sweetprocess.com/clubcapital
Are you so focused on where you DON'T want to go in business that you forget to see where you're headed? Golfers know that when you focus on the out of bounds areas, that is exactly where the ball lands. The same is true in business.
This week on the Leadership Podcast, Joe Caruso joins Bradley to share what he learned from being diagnosed with incurable cancer, his new focus in life, and the principles from his book, https://www.amazon.com/gp/product/B006BG4O7M/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0 (“The Power of Losing Control.”) After being diagnosed with an incurable cancer when he was 18, Joe committed whatever time he had left to spending five hours a day, five days per week, studying life. He wanted to identify what he now refers to as “Simple, Common, Timeless Human Truths.” In his quest, Joe felt compelled to answer a simple, yet difficult question before he was overcome by the cancer: What is the essence of a fulfilling, successful, and happy life? Joe became one of the first people ever cured of metastasized testicular cancer. With this gift, he decided he would continue his studies, and began to collect and analyze his findings on life.
Joe Caruso is now an expert on the individual mind, the collective mind of an organization and how meaning drives our behavior and determines outcomes in all aspects of life. As an author, business advisor and speaker, Joe brings his lifetime of expertise to help organizations and leaders change the way they see themselves -- and in turn, the way they think about markets, products and services. Joe has learned this change in thinking drives new behavior and allows organizations to sharpen focus and reach greater levels of success.
In this episode, he touched on a few key points, including:
People bringing solutions not always problems Being fully present in the moment Struggle is the law of growth Synergy within the team Wisdom is knowledge put to work
Learn more about his Caruso Leadership Institute when you visit http://www.carusoleadership.com (www.carusoleadership.com)
What if someone told you that they weighed 700 lbs last year, and that they lost 350 lbs in the space of 360 days? You’d want to know what they did! But if someone told you they currently weigh 350 lbs, you might be less interested in how they got there. Or, think about this. What if someone told you they gained 175 lbs last year, and they now weight 350 lbs. This causes alarm bells. You’re going to probably encourage that person to look at what they’ve done over the past year so that it doesn’t happen again.
This illustrates clearly how important the context of your current situation is! Where you are today matters less than where you have been. (This is our principle of trajectory > speed.) It is so much more important to look at where the systems you have in place are taking you than knowing simply where you are right now.
Then, you can assess if those systems will get you where you truly want to go. I want to encourage you to spend thirty minutes of “thinking time” around these questions:
Where have I been? (One year ago) Where am I at? (Today) Where am I going? (One year from today)
This week on the Leadership Podcast, Wendy Smith and Krista Hawkins of Future Legacy Partners join Bradley to discuss developing your team. While many owners are focused on recruiting the right talent, they often lack follow through when it comes to developing the talent they hire. In this episode, you’ll hear powerful strategies to develop your culture, train your team, manage priorities, and more. You’ll also learn how to earn “followship” from your team by leveraging John Maxwell’s 5 Levels of Leadership. As a leader, it’s important to care about your team members’ wellbeing beyond their job skills. Learn what their goals are for wellness, finances, and family so that you can provide career growth opportunities that connect with all of their goals.
Finally, they discuss what leaders should be doing with their own time. You need to be very clear on what success looks like. Then, leverage time blocking to manage your priorities. Leaders should also develop a road map that helps them achieve their goals step by step.
Learn more about Future Legacy Partners when you visit www.ourfuturelegacy.com
If you’re reading this, you probably love learning. Listening to podcasts, hearing from your peers, hitting book goals, and continuing to take in information. But are you seeking information for the sake of learning, or is it for a purpose? Listen to this episode to learn what a Low Info Diet is, why it helps business owners, and how to get started!
This week on the Leadership Podcast, David “Coach P” Peterson joins Bradley to discuss team development. From recruiting to hiring to connecting the right people with the right team, you’ll learn some of Coach P’s best practices. You can look forward to learning how to develop a recruiting pipeline and process. David shares specific steps you can take, and he stresses the importance of recruiting regularly.
Other advice included utilizing references and prompting the potential hire to speak more during an interview. He also encouraged business owners to build out a process and then decide which steps they can step away from.
As a father of four, and an owner of multiple businesses, David is a big fan of systems and processes. He believes we should have a plan for every scenario and constantly drive results through our team. After years of trial and error, David shares that he has realized the significance of team development. Due to this, he created a program to drive consistent, high-level coaching to agencies across the country.
Learn more about David's program when you visit https://www.coachpconsulting.com/
If you’re ready to learn how to prioritize your team and become a destination employer, listen to this episode!
I recently listened to a podcast episode with Elon Musk, and it sparked a question in my mind. What would I ask Elon Musk? You might want to know about Mars, his life in the universe, his story, or some other part of his very unique experience. But let's narrow it down. What specifically would you ask him about business?
Mike joins Bradley to share about his revised version of Like Clockwork, "60% revised, 100% simplified." He also shared important thoughts for business owners, like adopting the title of shareholder, how to choreograph resources, why you should take a 4 week vacation, and more. Mike is the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. He is the creator of Clockwork, a powerful method to make any business run on automatic. In his 2020 release Fix This Next, Mike details the strategy businesses can use to determine what to do, in what order, to ensure healthy, fast, permanent growth (and avoid debilitating distractions). His latest book Get Different (released September 21, 2021) will give you the tools to stand out in any market. Visit clockwork.life and mikemotorbike.com to learn more about Mike and his resources.
Bradley recently asked a super healthy, fit person what he was doing differently to gain his results. The response? "It's just time under the bar." Learn how you can apply this principle of spending time under the bar to your business.
This week on the podcast, Ryan Larson joins Bradley to discuss his lifelong passion for helping others mitigate risk, and his unique approach to leadership. Ryan Larson is a seasoned wealth advisor and the founder and CEO of FirstLine Financial, LLC, based in Scottsdale, Arizona. Ryan embodies the qualities of a trustworthy leader and believes everyone deserves a chance to lead a life they can be proud of as they enter retirement.
He credits his empathetic leadership approach to his experience as a firefighter, a career that gave him a sense of purpose and a lifelong passion for helping others mitigate risk.
In his new business memoir, Ladder to Leader: My Journey from Failure to Fire to Financial Freedom (Calling Card Books, May 2022), Ryan shares the true story of his evolution from a troubled youth to a successful founder and CEO—and the many life and business lessons he learned along the way.
He recounts the struggles he experienced in school, how he felt like an outsider at home, and the unexpected turns his life took, including some of the lowest points that eventually led him to where he is today. It was Ryan’s mom who first encouraged him to join the Fire Department Explorer Program, where the entrance exam transformed his mindset and gave him the confidence that would carry him through challenges he had yet to face.
Later, he discovered his passion for investing and financial education, becoming an expert in helping people protect their life savings from unnecessary risks and market fluctuations by creating tax efficiencies. In his practice at FirstLine Financial, he focuses on supporting retirees and transitioning boomers with all of their wealth management needs.
Whether helping them grow assets for the future, or preserving and reallocating them in retirement, he utilizes a unique combination of time-tested strategies for both securities and insurance offerings.
Ryan and his wife, Kate, co-founder of FirstLine Financial, live in Scottsdale, Arizona. Together, they enjoy the hustle of being business partners and raising their two children, Mia and Bryson.
For more information, please visit https://firstlinefin.com/.
Even the greatest players need coaches - Tiger Woods taught Bradley that when he was a kid. He had people on his team who helped with athletic training, running a business, and everything in between. The same is true for entrepreneurs and business owners. Leadership and ownership can get really lonely, but you can build a leadership team! This team could be an "executive" board of colleagues outside your business to provide honest feedback. Or, you can consider bringing a business coach into your team. Listen to this episode to learn more about how Tiger Woods modeled an important business principle.
This week on the Leadership Podcast, Dr. Brad Harris, Ph.D. joins Bradley to discuss leadership development, people priorities, and more. Brad is an award winning researcher and teacher focused on topics like human resource management, group and team dynamics, leadership, and people analytics. He is a founding member of People Leader Accelerator and serves as key advisor on curriculum design and research engagement. A few key nuggets Brad shared were: There is no single right answer when dealing with people. People are complex, so the phrase “it depends” often applies. Leadership and sales have distinct parallels that boil down to influence. The role of core values and core behaviors. Being you…but more. Brad also co-authored the book https://www.amazon.com/Scaling-Success-Priorities-High-Growth-Organizations-ebook/dp/B08NFJSKTD/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1663097481&sr=1-1 (Scaling for Success: People Priorities for High-Growth Organizations). This book is the definitive guide for leaders of high-growth organizations seeking to understand and execute the people-management principles that are essential to continued success.
His program, People Leader Accelerator is the premier development program for the top HR leaders of high growth organizations. Admission is application-only for a very small cohort and is equivalent in rigor and intensity to an executive MBA program.
If you’re ready to grow your leadership, listen to this episode!
When you want to renovate or build a house, you need a blueprint from an architect. Then, you need a plan from a builder to get the house that blueprint illustrates. Without one, or both, you'll never have the house you want! The same is true in business. In this quick, actionable podcast, Bradley shares why you need a vision (aka a blueprint) AND a plan to create the business you want. Check it out to begin creating your clear vision and actionable plan.
This week on the Leadership Podcast, Andy Andrews - noted by Zig Ziglar as the “best speaker I have ever seen” - joins Bradley to talk about truth, growing a business, and how challenges can become your hero journey. A few of the nuggets he shared in this episode are: Everyone says, “Don’t sweat the small stuff,” but all the small stuff adds up. You’d better sweat it! How you choose to see things is truly perspective, and the good news is that it’s a choice! There is a difference between what is true to you and what truth actually is. Having a deeper understanding of something is different than having a deep understanding.
If you’ve ever been in a place with your business where you feel like everything is going right, you may view risk as your friend. It seems like nothing can fail, so why not take your best shot, right? Unfortunately, when you operate from this mindset, you are more likely to set yourself up for an unwelcome surprise. Instead, you should control risk by implementing a few simple practices. Find out what they are when you catch Episode 136: The Bottom Line - Risk.
In this episode, Bradley sits down with Rob Dubé to discuss The 10 Disciplines. Rob is the author of https://www.donothingbook.com/book/ (donothing: the most rewarding leadership challenge you will ever take), a speaker, writer, podcaster, and hosts an annual mindfulness retreat for entrepreneurs. Mastering the 10 Disciplines provided Rob the space in his life to hire a CEO to run imageOne allowing him to focus on making a greater impact in the world by helping entrepreneurs master their inner self. This proven process will enable you to create space in your life while managing and maximizing your energy.
These 10 Disciplines include…
Tend your thinking Time off Know thyself Be still Know your 100% Say no often Don’t do 25 hour work Prepare every night Put everything in one place Be humble
If you’re ready to unlock these disciplines in your life, listen to this episode!
Most of the business owners I meet are not great managers. While leadership is a journey, and quite a few of my clients are great leaders, the majority of owners in the world have a visionary approach. You may feel like you have “bright, shiny object syndrome,” and it can hurt your management abilities. Ask yourself these questions: “Do my team members accomplish my expectations?” Then, “Are my team members equipped and trained to do the tasks I expect?” Finally, “Are my team members aware of my expectations?” If you are unsure about any of these, or if the results in your business do not reflect your answers to those questions, listen for a simple managerial framework that you can use to grow your leadership.
This week on the leadership podcast, Carey Wallace joins Bradley to discuss buying and selling independent insurance agencies. Carey is the founder of Agency Focus, and her business helps independent owners determine their value and put together a plan to sell or buy an agency. In this episode, you’ll learn: The importance of building business assets Strong, tight financials Educating yourself on the process of buying or selling a business
You’ll also learn many important terms around buying and selling businesses that you’ll need to know as you explore this opportunity. Over the past 14 years, Carey Wallace has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. Carey is a Certified Exit Planning Advisor, CEPA and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.
Learn more about Carey’s agency when you visit http://www.agency-focus.com (www.agency-focus.com)
As an owner, we’ve discussed protecting your confidence and giving your team your energy. Now, it’s time to give your business what it needs most: Thinking Time. Bradley has trained on this before, but it is more difficult to implement than it sounds. When you’re making decisions based on emotions or a “gut feeling,” we know that you’re not taking the time to think it through. This is where thinking about your business becomes important. Sound crazy? Listen to find out why!
This week on the Leadership Podcast, David Allen joins Bradley to discuss how you can actually begin Getting Things Done (GTD). His system has helped over 2 million people accomplish more with ease and elegance through clearing their mind and sharpening their focus. David’s 5 Steps to Getting Things Done are based on one simple principle: “Your mind is for having ideas, not holding them.” He explains that your mind is for having ideas, but most owners expect their brains to “hold” ideas. The fact of the matter is that your head is a crappy office. It simply cannot hold everything you’re asking it to.
If you’ve ever found yourself walking around with anxiety because everything you need to do is rolling around in your head, you’re probably not getting things done. In fact, when you are thinking about everything and trying to handle it all at once, you aren’t going to be very productive. David shares how to fix this.
Finally, David recommends that you spend time thinking “of” things rather than about things. This is similar to a principle from E-Myth that Bradley frequently quotes. Another way to think about it is to work “on” your business rather than “in” your business.
If you’re ready to get everything out of your brain and begin getting it all done, listen to this episode!
Learn more about David Allen's international network of GTD coaches here: https://gettingthingsdone.com/ (https://gettingthingsdone.com/)
In this second installment of the 3 part M.I.T. series, Bradley talks about the most important thing you can do for your team. He shares how giving your energy to your team is crucial, and how you can show up as the best version of yourself for them.
This week on the Leadership Podcast, Bradley interviews Richard Fenton and Andrea Walton. Richard and Andrea are the founders of Courage Crafters, Inc., and the authors of the best-selling book, Go for No! They speak internationally, teaching business, sales, and entrepreneurial audiences how to overcome their fear of rejection and achieve extraordinary sales success by hearing 'no' more often. In this episode, they address mindset issues around failure and receiving a “no.” Richard shared his experience of a closed sale that was more expensive than he was used to. He felt successful until his supervisor asked him when his client said “no.” Richard realized that he didn’t ever get a no, and that he had left money on the table due to his mindset. This moment began Richard’s journey to developing the philosophy of going for no. He and Andrea train people how to improve sales by overcoming their fear of failure. When you internalize failure, you will cripple yourself as a salesperson.
Learn how to set “no” goals as you develop your sales skills in this episode!
Learn more about Club Capital's services for insurance agencies at www.club.capital Get your copy of "Go For NO!" when you visit https://www.goforno.com/
As a business owner or entrepreneur, what is the most important thing (M.I.T) for yourself? Bradley shares why protecting your confidence is #1, and how you can do that.
Wondering what it really takes to be successful? On today’s podcast, Bradley chats with insurance agency owner, consultant, and author of “The Discipline of Success,” Tyler Bullington. Tyler has been a State Farm Agent since 2012 in Huntington, WV. Since then, he has been an Exotic Traveler 8 out of the 10 years. He has also been in Chairman’s Circle every year, MDRT 5X, and a multiple Presidents Club Life Qualifier.
In this episode, Tyler shared that his success has come from learning to love discipline. He explained that the book https://www.amazon.com/Discipline-Equals-Freedom-Field-Manual/dp/1250156947 (Discipline Equals Freedom) influenced him to embrace the process of violent action and simply enduring the process. He also shared the value of being a lifelong learning and personal development.
Tyler takes an unusual approach to strengthening his team: They simply have lunch together almost every day. His team has low turnover, so many of them have had lunch together every day for the last 8-10 years.
He also shared his thoughts around delegation, whether you should lean more into your strengths, investment vs. spending, and more.
People often relate their business to a machine that runs on a repeatable system. However, a business doesn't exist without people. Logically, people aren't machines. This makes a big difference. When a part of a machine breaks, it can be replaced easily with the same part. However, people cannot be replaced in this way. Remember that you cannot systematize so much that you lose the humanity in your business. Here's why business is more like a garden.
Today on the Leadership Podcast, Nathan Jamail joins Bradley to discuss how to lead like a coach, the importance of self care for owners, what to focus on in your business, and more. Nathan has spent the last 2 decades coaching top executives and teaching thousands of leaders around the world on Leadership, employee coaching, selling skills and cultural development. Nathan’s clients span across the globe and in all industries from financial services, technology, health care, military, manufacturing, hospitality, and many more. He teaches industry leaders how to move from start player to coach, and why it is such a difficult jump to make. In his book, Serve Up, Coach Down, he explains how many people approach business with the wrong mindset. He also released The Sales Leader Playbook. It is a book written for sales leader by a sales leader – designed to be straightforward, easy to read, and simple to understand. Nathan recently founded a ranch for executive workshops and retreats. He strongly believes in the idea of work and life separation. Without it, you’ll never be fully engaged in what you’re doing. If you’re ready to hear powerful leadership and sales insights from Nathan, listen to this episode!
Have you ever noticed that some aspects of your business feel like they pull you in? Emails, phone calls, small tasks, and other activities that come with a business are often in that category. But have you ever stopped to think about whether or not they're truly moving the needle in your business? We call this business gravity, and Bradley shared how to recognize it in this video.
Today on the Club Capital Podcast, Tim Schurrer joins Bradley to talk about the true keys of success. Tim knows what it takes to build a winning team. He spent almost a decade of his career launching two brands— StoryBrand and Business Made Simple—as COO alongside New York Times bestselling author Donald Miller. They discussed the intersection of the need of the business and the desires of the team, how to staff for liabilities, and ambition vs. fulfillment. Tim also shared some of the strategies discussed in his latest book, The Secret Society of Success. While many owners experience an unhealthy desire for attention & recognition, those who practice true success manage the tensions between commitment and striving. If you’re ready to learn more about having success and fulfillment, listen to this episode!
You can discover how to enjoy your work (and life) again when you order Tim’s new book, The Secret Society of Success: https://amzn.to/3O8fWgO (https://amzn.to/3O8fWgO). You can even get the first two chapters for free at SecretSocietyFree.com
If you’re like most entrepreneurs, you work really hard. You probably have days where you look back and think, “What did I even work on?” But it’s not just about how hard you work. Learn what's most important for owners in this episode of Club Capital: The Bottom Line
Since 1997, David took a 5 minute presentation on taxable and tax free income and turned it into a 25 year career. He talks about the 6 different streams of tax free income you can get in retirement. These include Roth IRA & Roth 401k, LIRP, tax conversions. You will learn the 6 different types of tax free income, what David recommends, and how inflation and recession impact your investments. David famously teaches How to Get To The Zero Percent Tax Bracket by Retirement.
David also referenced Club Capital Podcast guest Ed Slott’s book, The Forward during this interview. (You can find Ed Slott’s episode, Episode 59: The Retirement Savings Time Bomb right here on the podcast.)
He noted that the tax cuts in 2008 will be a benefit until about 2030. However, if they raise the rates on the national debt, we may not even be able to service it. Learn in this podcast what the actual year is that you need to pay attention to for investing, and how long you have to move your money to a zero percent tax bracket at retirement.
Find David’s resources like The Power of Zero & Tax Free Income For Life at https://davidmcknight.com/
How many binders full of business info and strategies do you have on a shelf? What about notes on your phone? Ideas are truly everywhere these days, they’ve almost become worthless. However, what you implement is what makes all the difference. Learn more about Club Capital and its services for insurance agencies when you visit http://www.club.capital (www.club.capital)
In this week’s podcast episode, Bradley sits down with Erik Weir to discuss limiting beliefs around money, setting goals, fear of failure, and how to be steadfast in your vision while flexible in your mission. He has worked directly with families on the Forbes 500 list as well as global brands, and he shared a lot of great advice with our listeners today. One of the number one things Erik shared was to not only have a vision, but to “put it out there.” He emphasized that the universe (or whatever you believe in) conspires to bring into reality whatever you’re putting out there.
He also shared that if you have limiting beliefs, they may keep you from thinking your vision is even possible. If you don’t believe it can happen, it never will.
Erik and Bradley also talked about the importance of getting a fresh perspective. Familiarity can be blinding, so it’s important to bring someone new into your area from time to time.
Finally, if you’re trying to build wealth, it’s important to be oriented to the long term. Erik has noticed a pattern around those without wealth focusing on the short term, and it hinders their ability to grow their wealth.
If you’re ready to figure out “Who’s Eating Your Pie?” and make sure you’re keeping more of it, listen to this episode! More information about Erik and his book “Who’s Eating Your Pie?” is available at http://www.erikweir.com/ (www.ErikWeir.com).
Learn what you can learn from Paul McCartney about business! No matter what it is you want, use that goal as a motivator for your business and trajectory. Here's how Bradley suggests you do this for yourself.
This week on the Leadership Podcast, Patrick Cootes joined Bradley to discuss how informal learning can transform your team. Patrick is a learning expert with nearly 20 years of experience in the public sector. He’s a Co-Founder & Head of Product at Mindstone Learning, a company empowering people and companies globally to learn faster and remember more. They discussed how to create a “doing” culture, rather than a culture that stops at learning. He has found that, while it has become standard to assume that a person can only learn one way (auditory, visual, kinesthetic), people are actually multisensory and multidimensional in their learning.
Patrick also shared his number one strategy for helping new hires get up to speed 2x faster than normal. Trainers should give new hires a high stakes but low risk opportunity to get them to take action. To learn more about Patrick’s company, visit https://www.mindstone.com/ (https://www.mindstone.com/)
Wondering how to set inspiring and attainable goals for your business? In this episode, Bradley is sharing how to set goals for Quarter 3 to increase revenue while engaging your team. He discusses methods of gaining new customers, increasing the dollars spent by a customer, and retaining your customers for longer. More importantly, he shows you how to have team buy in on both the goals and methods for reaching those goals. Ready to start Q3 strong (or kick off new goals any time of the year)? Listen to this quick, 15 minute episode to learn how!
This week on the Leadership Podcast, Thomas Ntuk returns to join Bradley as they discuss key strategies for growing your insurance agency and any other business. Thomas has numerous career highlights and accomplishments, and is sharing some of his tips with you today! They discussed the importance of investing in yourself. Thomas shared that owners need to prioritize their own development first. He also shared his new definition of “HIPA” aka High Income Producing Activities. Finally, he emphasized the importance of never compromising in your career. Thomas joined Bradley on the podcast for two other episodes in March 2021 (Episodes 47 & 48: How To Improve Sales by Simplifying Parts 1 & 2). Thomas attended Thought Leaders’ Summit in Hollywood, California. During the summit, he was interviewed on the TV show Hollywood Live by the host, legendary Jack Canfield (Author of the Chicken Soup for the Soul series-which sold over 500 million copies). The show aired on both A&E and Bravo Networks.
He also joined Brian Tracy, to co-author the Amazon Best Seller book, The Success Blueprint. His agency accolades include Crystal Excellence, Ambassador Travel (29 years), Exotic Travel (6 years), Chairman’s Circle (7 years), President’s Club (7 years), Mutual Funds Leaders (all 7 years), Small Business Leaders (all five years).
Learn more about Thomas Ntuk when you visit https://www.ntukspeaking.com/
If you feel like you're piloting your business based on anything BUT your numbers, you could be headed straight for a storm! In this solo episode with Bradley, he shares a quick, actionable strategy for identifying and tracking the most important numbers in your business.
This week on the leadership podcast, Tom Hegna joined Bradley to discuss optimal retirement solutions. They covered topics in investing, insurance sales, and retirement portfolios. Tom shared the differences between optimal and best, defined fake fiduciaries, why he recommends annuities in your portfolio, and shared his changed opinions around cryptocurrency. They also talked about why advisors should reach out to their clients even with a declining market. Tom also noted that salespeople should become more prospect focused and less product focused. You can learn more about Tom and all he offers at http://www.tomhegna.com/webinars (www.tomhegna.com/webinars) or text 855-TOM-HEGNA.
Today on the leadership podcast, Colleen Francis joins Bradley to discuss sales in and out of the insurance industry. Colleen is driven by a passion for sales – and results. A successful sales leader for over 20 years, she understands the challenges of selling in today’s market. Clients note her frank, no-nonsense approach to solving problems and addressing opportunities – an approach that delivers sales results. In this episode, they discussed the importance of salespeople receiving coaching, the changing sales landscape, creating urgency around the sale, and finding good salespeople for your team. Whether maximizing revenue from sales teams or seizing new market opportunities, Colleen works with businesses to develop the right sales strategies for success and delivers practical approaches to ensure it sticks. Colleen’s results have attracted clients such as Chevron, John Deere, NCR, Trend Micro, Merck, Abbott, Experian, Royal Bank, Mosaic, Dow, and hundreds of other industry-leading companies. Time and time again, clients who work with Colleen note her frank, no-nonsense approach to accelerate sales while reducing effort and increasing profits. Colleen’s practical strategies deliver immediate and lasting results. Colleen is an award-winning writer, consultant and bestselling author of popular sales books including the recent Right on the Money. A recognized thought leader in sales leadership, she is an inductee in the Professional Speaker Hall of Fame and has been named the #1 sales influencer to follow by LinkedIn. Learn more about Colleen, get your copy of her book, and find more sales resources at https://www.engageselling.com
Wondering what the #1 reason is for salespeople to fail? You’ll find out in this episode! This week on the leadership podcast, Jeffrey Gitomer, co-host of the Sell or Die podcast, joins Bradley to discuss sales. Jeffrey is known as “the King of Sales,” having authored many #1 best-selling books on sales, providing over 40 corporate presentations each YEAR, leading “The Insiders Club” for highly motivated and successful salespeople, and offering powerful free resources to empower salespeople. In today’s episode, Jeffrey and Bradley discussed the belief system needed for sales. Bottom line? You need to believe in what you’re selling. If you don’t think that your product or service will actually improve the lives of others, you’re not going to be as motivated in sales. They also discussed the importance of referrals. You’ve probably heard this discussed before, but when one of the top sales leaders in the world says it, it’s worth hearing! Referrals are the best leads you can have, because that person’s friend or family member believes in what you’re selling just as much as you do. Jeffrey Gitomer is a creative, on-the-edge writer whose expertise in sales, customer loyalty, and and personal development is world-renowned. His insightful, humorous, and in-your-face approach has made him popular in corporate environments across the world. His audiences learn from a real world approach to sales and walk away with advice they can take to the streets the very next moment. You can find all of Jeffrey’s resources at www.gitomer.com
Today on the leadership podcast, Jonathan Milligan joins Bradley to talk about sharing your message and selling your offer. Jonathan is the author of Your Message Matters: How to Rise Above the Noise and Get Paid for What You Know. Jonathan shared his 3 P’s for Thought Leaders and Industry Experts who want to share their message. They are Purpose, Passion, and People. You should believe in the purpose of your message, be passionate about the results you offer, and know who you’re marketing to. He and Bradley also discussed their parallel concepts of “Next Right Thing” and “Do This Next.” They agreed on the importance of knowing how to put your priorities into order so that your actions are the most effective. Jonathan is also a blogger, speaker, and online business coach. He has spent the last decade guiding and directing creative professionals on how to pursue meaningful work. Since 2009, Jonathan has run his own portable lifestyle business online. Today he teaches others how to build a business with their passion, story, or message. You can learn more about Jonathan and get your free copy of his book, Your Message Matters, when you visit https://www.yourmessagemattersbook.com/ (https://www.yourmessagemattersbook.com/)
This week on the leadership podcast, Bradley sits down with return guest Craig Wiggins. They discussed changes in business operations, marketing, and hiring in a post pandemic landscape. Craig shared his thoughts around what changed in business since the last time he was on the podcast. Craig Wiggins started his insurance agency in 1996 with 0 customers and 0 clients… Today he has built one of the largest agencies in the country with 4 locations in 2 states and over $40,000,000 in annual premium. Craig and his Agency consistently win top awards and recognitions year after year. He was inducted into the Hall of Fame in 2020.
In this episode, he spoke directly to insurance agencies. He encouraged owners to remember that coverage is more important than price. After all, anyone can undercut a price, but not everyone can provide coverage that will serve their customers. In fact, he noted that if an insurance agent doesn’t do a good job, they may set their customer up for major problems down the road.
Craig also encouraged owners to remind their team members of this fact. An insurance agent is the #2 most important person in someone’s life. You need to remind your team that what they do matters!
He has found that when marketing your business, traditional methods have become more effective. This means that centers of influence, referrals aka introductions, and even direct mail have been offering some great returns. This is in direct contrast to standard practices over the past few years that have emphasized online reach.
Craig talked about how to find truly great team members. A lot of people will lull into thinking that it’s easy to just post a job opening and get a bunch of applicants. However, the kind of people you’re looking for may not be on Indeed or Monster. Have a high number of applicants doesn’t always mean they are qualified.
He and Bradley discussed the value of having a second in command. This person would be responsible for operations and implementation of the vision. Craig used the term Implementor to describe this person. Their conversation included the importance of knowing when it was time to hire for this role, and what compensation should look like.
Ready to learn how to succeed in a post-pandemic business world?
Learn more about Craig and his coaching at www.craigwigginscoaching.com
Today on the Leadership Podcast, Bradley sits down with Cole Cubelic. Cole is a former Auburn University offensive lineman and captain, joined ESPN in 2011 as an analyst covering the SEC and Sun Belt Conference football games. He works at AL.com as a sports analyst, providing analysis and film room explanations of key battles on the offensive and defensive lines. He co-hosts Mcelroy and Cubelic In The Morning on WJOX 94.5 FM.
He has worked as an analyst on SEC Network and ESPN3 telecasts, and has also been a weekly guest on The Paul Finebaum Show. In fall 2017, he joined SEC Saturday Night, the franchise that features SEC Network’s marquee college football game each Saturday – as a field analyst, alongside analyst Jordan Rodgers and commentator Tom Hart. He also covered select games as a field analyst for XFL on ABC.
Cubelic previously hosted “The Cube Show” on 730 AM-WUMP, worked for the Sun Belt Network from 2009-13 and was a radio personality at WZZN from 2010-13, where he was the co-host of “Cubelic & the Kid” and “Monday Night Blast Off” on 97.7 FM in the Huntsville, Ala. area.
This week on the leadership podcast, Bradley interviews Chris Ronzio. Chris is the founder and CEO of https://trainual.com/ (Trainual), a leading SaaS platform that transforms the way small businesses onboard, train and scale their teams. They discuss the 4 P’s of team building, including Profile, People, Policies, and Processes. Chris emphasized the importance of assessing people in this order to find the best team members. He shared how understanding who was completing a task (Profile & People) was more important than simply teaching Policies (the what) and Processes (the how). Chris is the host of “https://podcasts.apple.com/us/podcast/the-fastest-growing-companies/id1570685590 (The Fastest Growing Companies)” and “https://podcasts.apple.com/us/podcast/organize-chaos/id1478413578 (Organize Chaos)” podcasts as well as the author of the best-selling book “https://www.chrisronzio.com/writing (The Business Playbook - How to Document and Delegate What You Do So Your Company Can Grow Beyond You.)" You can learn more about Chris at www.chrisronzio.com
In this episode, Bradley interviews Atul Minocha. He is a partner at Chief Outsiders, a national marketing consulting firm that helps CEOs accelerate growth. His recent book, Lies, Damned Lies, and Marketing was named Forbes' #1 book to read for entrepreneurial success and is an Amazon best-seller. He's sharing his top advice for CEOs and owners! With experience in startups and Fortune 500 companies like Honeywell, Kodak, and Toyota, Atul works in a wide range of industries, from automotive and healthcare to industrial goods, technology and SaaS. Atul loves to work on business growth problems that have been stewing for some time.
How many of you have given away a pen with your logo on it? You’ve definitely gotten one from a business before! Today’s guest challenges the idea of swag in favor of gifts. John Ruhlin, author of Gift·ology, joins Bradley to discuss how to develop client relationships based on likeability and trust. While becoming the #1 performer out of 1.5 million sales reps for one of the world’s most recognizable brands, John developed a system of using generosity to gain access to elite clients and generate thousands of referrals. This system is founded on the principle that through giving to clients, you will be able to generate customers who not only stay but also refer more business to you.
John and his firm now help automate this gifting process for individuals and organizations like UBS, Raymond James, DR Horton, Keller Williams, the Chicago Cubs, and Caesar’s Palace. John and the Gift·ology team can help any individual turn their clients into their own personal sales force to drive exponential growth.
You can learn more about John and his firm, as well as the principles of Gift·ology when you visit https://giftologygroup.com/start-here/ (https://giftologygroup.com/start-here/)
Today on the leadership podcast, Bradley sits down with Andrew Bartlow, an expert in Human Resources and Talent Management. Andrew leads https://www.seriesbconsulting.com/ (Series B Consulting), which helps businesses to articulate their people strategy and accelerate their growth, while navigating rapid change. He also founded the People Leader Accelerator, which is the preeminent development program for startup HR leaders. He’s worked with clients like Masterclass and many others to help them overcome obstacles in a hyper growth phase. For the first time ever, he wants to share his lessons on podcasts. Andrew is also the co-author of “https://www.amazon.com/Scaling-Success-Priorities-High-Growth-Organizations/dp/0231194447 (Scaling for Success: People Priorities for High Growth Organizations),” has a master’s degree from the top program in his field, and has been CECP, SPHR, Six Sigma, and executive coaching certified. Andrew has 25 years of Human Resources and Talent Management experience at organizations across a wide spectrum of sizes, maturity stages, and industries.
This week on the Leadership Podcast, Bradley interviews Dave "Mr. Accountability" Anderson. He is a leading international speaker and author on personal and corporate performance improvement. After an extensive career in the automotive retail business Dave, along with his wife Rhonda, began LearnToLead - entering its third decade - with the goal to help individuals and organizations reach their personal and corporate potential. The author of 15 books, most recently Intentional Mindset: Developing Mental Toughness and a Killer Instinct, and host of the wildly popular podcast, "The Game Changer Life," Dave's no-nonsense messages impact readers and listeners in over 154 countries. Dave has spoken in twenty one countries and presents 100+ times annually to a wide array of businesses, athletic teams, and nonprofits. His immediately applicable messages, energized and dynamic presentation style, and unmatched content positively focus, equip, and inspire teams to do better - and the principles he shares resonate with audiences from a broad spectrum of industries. His direct, often humorous, and somewhat politically incorrect approach has earned him the nickname, "Mr. Accountability," and his in-the trenches background of starting and running world-class businesses, coupled with his relatable non-academic approach creates unmatched connection that resonates with his audiences and moves them to action. Dave and Rhonda are also co-founders of Matthew 25:35 Foundation, which helps feed, clothe, and house under-resourced people worldwide. In his personal time Dave enjoys the martial arts and holds a second degree black belt in karate. He has been married over three decades to Rhonda, and enjoys life as a grandpa immensely. Find LearnToLead at https://www.learntolead.com/ and the Matthew 25:35 Foundation at https://matthew2535foundation.org/
In this episode, Bradley talks with Michael King about leadership, developing strong teams, review processes, and more. Michael has close to twenty years of hands-on experience, leading teams, and organizations. In the past five years, he worked with a wide range of clients, from solo entrepreneurs to top company executives. Michael shared his philosophy that “The best stories are the best teams.” By this, he means that the organization that can articulate the best story will also have the best team. He believes that healthy leadership requires identifying and correcting self-destructive behaviors. He also shared that the 360 review process is not the best way to develop your team. In fact, incentivized 360 reviews can lead to incorrect data and wrong decisions. However, feedback is highly valuable using the right mechanisms. Michael has developed the TEAMS methodology for leaders. This acronym stands for Target. Engagement, Action, Momentum, and Synergy. Michael King, founder and CEO of TEAMS.COACH, LLC is a highly sought-after Executive and Business Leadership Coach. He helps business leaders clarify and execute at high levels through his proprietary T.E.A.M.S. Methodology to develop measurable business growth and company-wide collaboration. Visit his website to learn more: http://www.teams.coach/
Bradley sits down with Ned Hallowell to discuss the impact of neurodiversity, specifically ADHD, on business owners. Dr. Hallowell is a New York Times bestselling author and has written 20 books on multiple psychological topics. The groundbreaking Distraction series, which began with Driven to Distraction, co-authored with Dr. John Ratey in 1994, sparked a revolution in understanding of ADHD. In this episode, they discuss unexplained underperformance, constant “if only” thoughts, and inability to stay focused on work you find too simple. Ned recommends pursuing a medical diagnosis if these things sound all too familiar. Ned and Bradley also discussed a “state of flow.” This term is used to describe those moments and hours when you’re highly productive. Being unable to get into “flow,” and feeling unable to achieve your goals, is something that many adults with ADHD experience. The good news is that ADHD, and other neuro-diversities, don't need to hinder your goals! Ned seeks to educate and celebrate these differences, and the strengths they can provide. In doing so, he hopes to break down barriers of stigma and misunderstanding and show how all of us benefit from the differences between us. Learn more about Dr. Hallowell and his work at https://drhallowell.com/
Today on the Leadership Podcast, Bradley and David discuss how to turn fans into customers AND customers into fans. The simple method? Share what you’re passionate about! David Meerman Scott spotted the real-time marketing revolution in its infancy and has written 12 books about it including The New Rules of Marketing and PR, with more than 500,000 copies sold in English and available in 29 languages from Albanian to Vietnamese. Now David says the pendulum has swung too far in the direction of superficial online communications. Tech-weary and bot-wary people are hungry for true human connection. Organizations have learned to win by developing what David calls a “Fanocracy” -- tapping into the mindset that relationships with customers are more important than the products they sell to them. Ready to create fans AND customers? Listen now! Learn more about David when you visit https://www.davidmeermanscott.com/.
Today on the Leadership Podcast, Bradley interviews Mike Malatesta. Mike is the host of his own podcast, “How’d It Happen,” author of “Owner Shift: How Getting Selfish Got Me Unstuck,” and coach to entrepreneurs. They discussed the importance of business and personal goals as well as how to get “unstuck” on the way to those goals. Mike shared that when you’re in the valley of uncertainty, you need self awareness of where you are. Because courage is intermittent when you’re in that “valley,” the environment you put yourself in is important.
He also shared how investing in professional development & surrounding yourself with people who have different expertises is important to your progress.
Learn more about Mike and get his book at https://mikemalatesta.com/.
Today on the Leadership Podcast, Bradley sits down with Colonel Jeff McCausland, PhD and Colonel Tom Vossler. They are bringing strategies used to win famous military battles to business owners. They share: “There is little doubt that our nation is in crisis. Given the ongoing pandemic, political/social divisions, and enormous economic challenges, I know you’ll agree with two concerns—one, that emphasis on leading during a crisis is definitely needed, and two, we need great leaders now more than ever!” In their latest book, Battle Tested! Gettysburg Leadership Lessons for 21st Century Leaders you’ll find captivating and thought-provoking stories. It directly addresses both previously mentioned concerns by bringing the historic leadership lessons of the Gettysburg Battlefield to life through vivid storytelling and discussions of leadership lessons—both won and lost.
They share enduring leadership lessons that are as appropriate today as they were in the 19th century. The book tells the story of Union and Confederate soldiers, generals, and politicians during this iconic struggle when the fate of our nation hung in the balance. It analyzes their decisions as they relate to leadership principles and provides insights for 21st century leaders.
Colonel Tom Vossler has thirty years of active military service, including command of a platoon in Vietnam. He is a distinguished historian and certified Gettysburg expert. Dr. Jeff McCausland is the founder and CEO of Diamond6 Leadership & Strategy. He is a retired Colonel, West Point graduate, and commanded a battalion during the Gulf War. Tom and Jeff are seasoned combat veterans with decades of leadership experience. They pay respect to the sacrifice and heroics of the leaders at Gettysburg by using their stories to develop leaders for today.
Jeff also serves as the National Security Consultant for CBS Radio and Television. He has been interviewed thousands of times for radio and television news during his near 20 years with CBS. Since the publication of Battle Tested! he has also been interviewed about it on dozens of radio stations and podcasts across the United States.
Get your copy of Battle Tested! on Amazon: https://www.amazon.com/Battle-Tested-Gettysburg-Leadership-Lessons/dp/1642934534
Waking up in a cold sweat at 3AM in the spring of 2019, Jeff knew he was done with corporate life. The startup he moved his family cross-country for was broken beyond repair. Great concept, handful of happy clients, but zero marketing presence to get to that next level. After advocating for a strategic marketing approach that the President liked and the COO didn’t, things stagnated. Rather than do nothing, Jeff handed in his resignation. Today, what they rejected is what Jeff helps his clients with. Bradley and Jeff discussed the difference between strategies and tactics. Because many struggling businesses have to diagnose the problem, it’s important to understand that strategy is high level while tactic is specific. In order to really pinpoint your issues and increase profits, you have to know how to measure. Jeff shares more about measuring correctly in this episode. Jeff is a dynamic, energetic and knowledgeable speaker with actionable advice on what you can do RIGHT NOW to get your business back on track. You’ll love Jeff and his approach to comprehensive change without spending an extra cent!
Today on the Leadership Podcast, Bradley sits down with Erik Qualman to discuss problem solving, work-life harmony, and his new book The Focus Project. A 5x Bestselling Author and Keynote Speaker, Erik has performed in over 55 countries and reached 50 million people. He was voted the 2nd Most Likeable Author in the World behind Harry Potter's J.K. Rowling. He is the host of the popular Super U Podcast and his work has been used by the National Guard to NBCUniversal to NASA. Erik’s “Three Piece” for success is Purpose - Process - Progress (not perfection). He often asks, “What’s the one thing I could do to make everything easier or unnecessary?” Ultimately, working to solve problems in your business means focusing on what’s most important. The Focus Project is a guide to pursuing less in order to achieve more—both personally and professionally. We will realize that leading an overly busy life is a choice, but it’s not a wise one. Being over-scheduled isn’t something to be proud of, it’s something to avoid at all costs. Instead, we should choose to focus on what matters most. Learn more about Erik and get The Focus Project when you visit www.equalman.com If you’re ready to implement this principle in your business, listen to this episode!
This week on the Leadership Podcast, Bradley sits down with Jay Steinfeld. Jay is the founder and former CEO of Blinds.com, the world’s largest online window coverings retailer, acquired by The Home Depot in 2014. A firm believer that one should not retire but “rewire,” Jay now lectures and serves as Entrepreneur-in-Residence at Rice University’s Jesse H. Jones Graduate School of Business, serves on the Advisory Council at The University of Texas’s Herb Kelleher Entrepreneurship Center, and is the author of Lead from the Core: The Four Principles for Profit and Prosperity. Core values reduce turnover and attract good hires in every industry. Jay’s Four Core values are… Evolve Continuously Express Yourself Experiment Without Fear Enjoy The Ride
Get the first chapter of Jay’s book free when you visit his website, https://www.jaysteinfeld.com/thebook (https://www.jaysteinfeld.com/thebook).
Theresa’s passion is helping great leaders build high performing teams. She has learned that the greatest challenge all business owners and team leaders face is the “people stuff”; she has dedicated her work to helping her clients take the mystery out of their people problems and put new strategies in place to become better leaders. Her #1 goal is to help her clients achieve their goals with more ease and create more joy in their career. Theresa Callahan is an Executive Leadership & Career Coach who leads small business owners and team leaders within organizations through her Managing For Performance Leadership Development program. Her background includes 15 years of service to State Farm, as a Team Member, Agent and Agency Field Consultant, and 18 years serving Agents and Sales Leaders throughout the country through her customized leadership programs. In addition to her private client work with State Farm, Theresa serves leadership teams within organizations such as Microsoft, the Bill & Melinda Gates Foundation, and clients within the Korn Ferry Global Consulting portfolio. Her “Stepping Into Leadership” Workshop offers insights and powerful lessons learned working with successful business owners throughout the country, and focuses on 6 Critical Building Blocks for attracting, onboarding and retaining a High Performing Team. Twice a year Theresa also hosts a retreat program that is based in Tuscany, immersing small groups into a small medieval village in Southern Tuscany for those seeking adventure and travel through individual and group coaching experiences. Visit Managingforperformance.com to get her book, Managing For Performance.
On this week’s episode, Bradley sits down with Liz Kislik to discuss developing stronger leaders in your business. If you want to transform the way you do business, Liz —Harvard Business Review and Forbes contributor, management consultant, executive coach—can help whether you’re part of a family-run business, national non-profit, or Fortune 500 company. They first discussed change initiatives and organizations. This includes the importance of pre-mortum and after action review. Liz defines a Pre-Mortum as thinking through what could go wrong, aka “secondhand consequences.” Once you’ve done this, you can build a safety net around what could go wrong. Then you can better allocate resources in order to make the changes. After this, they discussed developing other leaders. Liz suggested that you stop trying to train your team in your areas of weakness. We try to delegate things we don’t love or aren’t good at, but you have to hire someone to do this. That means you’re training your new employee in something you’re not good at. Instead, you’re better off to find someone else, maybe a course or a coach, to develop that person. This will give them an opportunity to succeed in that role. Finally, they chatted about aligning your goals, mission, and values. It’s important to strategically connect the day to day business of your organization to these guiding principles. Ready to develop stronger leaders?
In today’s podcast, Amy Lynn Durham and Bradley discuss Emotional Intelligence (EQ) and Spiritual Intelligence (SQ). They especially focused on the skills needed to grow your EQ, including self awareness, emotional Management strategies, and a recognize-repair-recover process. They also discuss how to engage your employees, and why it matters. Finally, Amy emphasizes the importance of making wise and compassionate decisions. Amy has spent years in the corporate world successfully managing hundreds of employees for private and publicly traded companies. Her company, Create Magic At Work's intention is to offer Spiritual Intelligence (SQ) and Emotional Intelligence (EQ) tools to energize and transform the workplace. As an expert in building positive company cultures, Amy designed Create Magic At Work to bring a variety of services and strategies to aid in cultivating teamwork and harmony in order to improve profits and employee morale. Amy Lynn Durham is the CEO of "Create Magic At Work" and a U.C. Berkeley Certified Executive Coach. She is certified to coach in the 21 skills associated with Spiritual Intelligence (SQ) using the SQ21 Assessment and an Emotional Intelligence Practitioner (EQ). Learn more about her company when you visit https://createmagicatwork.net/.
Today on the leadership podcast, Bradley sits down with Scott Foster and Steve Cannon. These experts are sharing advice on how to sell. 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 the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016. Steve, a native of South Carolina, graduated from The Citadel with a degree in Business Administration and worked in the medical sales field for seven years before joining the State Farm family. On September 1, 1989, Steve opened a scratch agency and qualified for Ambassador Travel in just four months. Since that time, Steve has qualified over 30 more times for travel with 17 years as an Exotic Traveler, he has consistently been ranked as a top 50 State Farm Agent for 25 of the past 30 years, he is a 2 time President’s Club Trophy Qualifier, a Lifetime President’s Club Qualifier (qualifying over 38 times), a Lifetime MDRT Qualifier, a 17-time Chairman’s Circle Qualifier, and a Crystal Excellence Qualifier.
Does your existing business model work? Today on the podcast, Bradley and Troy sit down to discuss some of the topics covered in his latest book, Inflection Point (find it at www.korsgaden.com/resources). These include how to redefine your role when the existing model doesn’t work, how to build a team that can grow with the market, and having a flight plan for your business. Troy Korsgaden is a highly sought-after insurance and financial services 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, speaker, and author of seven 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 consumers, so that consumers develop a higher appreciation for the value of insurance products. They discussed recruiting practices, and specifically a recruiting mindset. We’ve heard the term “The Great Resignation” frequently, but Troy poses that it’s always been difficult to recruit. However, the ones who are actually getting it done have a constant recruiting process. When you’re always looking for talent, you consider whether a lead is a new client or a good candidate for a new employee. Then, they considered how to develop a team that is able to keep up with changes in the industry. We often use the term “growth to contribution.” Technology is changing at a rapid pace, so your team has to have a mindset towards growing, learning, and improving. You also need to think about whether your team member is contributing more to the bottom line or just contributing to your overhead costs. The best way to see whether or not your team members are helping your bottom line is to have a solid understanding of your financials. You should have a process to review your numbers and look at your expenses on a monthly basis. Troy then pointed out the value of presentations over quotes. Specifically in the insurance and financial industry, there is a volume method to sending quotes that works. However, there is power in your words, and standing up new capabilities in the form of a presentation is very powerful. Finally, they discussed a flight plan. You could think about it like an actual flight. If you heard your pilot and copilot questioning what to do with all the controls on their panel, you wouldn’t feel very confident in boarding the plane. As an owner, you need to know what buttons to push when things aren’t going according to plan. In addition to a solid business plan, you need a flight plan that shows you what to do when things go wrong. Ready to find your Inflection Point? Listen now!
Mike Smerklo is an experienced entrepreneur, investor and business leader driven by the desire to turn ideas into reality. Having bought and scaled a small business into a publicly traded company worth nearly a billion dollars in value, he has a deep understanding of the hard work, dedication and grit that truly powers successful entrepreneurship. Today, as the co-founder and managing director of Next Coast Ventures, Mike is a champion for a new generation of entrepreneurs building disruptive companies in big markets. His new book, Mr. Monkey and Me, is a “real talk” guide for entrepreneurs who want to cut through the noise to cultivate a mindset that supports greatness. Mike grew up in a blue-collar family in Ohio with dreams of achieving something more with his life. After working his way through college to earn an accounting degree and moving to Chicago to launch his CPA career, he eventually talked his way into a junior analyst gig with the Wall Street investment bank Lehman Brothers. He went on to earn an MBA from the Kellogg School of Management at Northwestern University and experienced the Silicon Valley dot-com boom as an investment banker at Morgan Stanley. Mike was recruited by legendary entrepreneurs Marc Andreessen and Ben Horowitz as one of the first employees of their new startup, Loudcloud. Here, he learned from the very best about what it takes to grow a company from an idea through an initial public offering. He began his own entrepreneurship journey in 2003, purchasing ServiceSource, a 30-person technology services startup in San Francisco. As CEO over the next 12 years, he grew the business into a successful 3,000-person publicly-traded company with close to $300M in revenue. He has developed a new perspective on entrepreneurship at the helm of the Austin-based firm Next Coast Ventures, which has backed more than 40 companies across two funds to help startup founders achieve their goals.
Today on the Leadership Podcast, Bradley sits down with AJ Vaden to discuss building your online and offline brand. Over the last 15 years, AJ has helped create, launch and grow several multi-million dollar businesses from start up to 7 and 8 figures in annual revenue. She has played the role of Salesperson to CSO, recruiter to COO, spender to CFO and from just being bossy to CEO. Today, you’ll hear how to build your Know-Like-Trust factor, develop your leads system to bring leads from social media into your email list, getting testimonials, and the strategy behind building your brand. Her method for brand building is to PLAN: Communicate the problem you solve in one word, share your unique way of solving it, know for whom you solve this problem, and figure out how you make money solving it. Along with her company Brand Builders Group (https://brandbuildersgroup.com/study/), AJ has been featured in Inc, Success Magazine, Fast Company, Entrepreneur, and Good Morning America. She is the Co-Host of The Influential Personal Brand Podcast which Forbes named as one of the top 10 podcasts to listen to in 2021. Ready to build your personal brand? After you listen to this episode, get AJ’s free resources to get started: https://brandbuildersgroup.com/study/ (https://brandbuildersgroup.com/study/)
Today on the podcast, Bradley is sharing the best of the best from 2021! You'll hear highlights from... Episode 42: Mark Blackburn: Mark was the recipient of the 2020 PGA Teacher and Coach of the Year. In that episode, we talked about: The importance of having a growth mindset , how humble beginnings are drivers for achievement, every player is like their own business, everyone has their own process and intervention only comes in two opportunities, why using critical thinking to work through everything is so crucial, how to customize solutions for each of your team members Episode 44: Jeremy Olson and Kristen Isaacson: Growing any business to over a million dollars is no small feat. Growing an insurance agency to over $40 million is something else entirely. Our guests today, Jeremy Olson and Kristin Isaacson of The Olson Agency, are no strangers to exceeding industry standards. The pair are known to value the importance of role play in their businesses and fully embracing a growth mindset. Their tenacity and commitment to investing in their team have allowed them to become a leader in the insurance agency business. Jeremy and Kristin drop some incredible insider’s knowledge in this episode that you won’t want to miss. Episodes 47 & 48 with Thomas Ntuk: If you have a difficult time explaining concepts and sales strategies to your team, give this week and next week’s episodes a listen. On today’s show, we have the pleasure of interviewing Thomas Ntuk, also known as the Sales Simplification Guru, in a special two part interview. Episode 49 with Future Legacy Partners: How are you solving problems with the members on your team? Whether you’re a leader or a team member, the willingness to address a problem and solve it together is key. On our show this week, we’re discussing how to develop your team members with Future Legacy partners Krista Hawkins and Wendy Smith. Episode 55 with Mike Michalowicz: What if you could guarantee that growth in your business would last? Mike Michalowicz has developed a strategy to do just that over the course of his time selling two multi-million dollar businesses and now leading two new multi-million dollar ventures. Episode 69 with David Peterson: Hear David break down intentionally developing your team including: His system of implementation for development, why he prefers specialization for each area of insurance sales, why he believes in “running of the plays” from his playbook for insurance sales, and the importance of spending 15-30 minutes daily to review applicants or court team members to find the best recruits possible. Episode 72 with Josh Fuller: Josh Fuller talks about growing your business through best practices borrowed from multiple sources. He has had the opportunity to work in multiple spheres as an entrepreneur throughout his career, and has gained a lot of great experiences and insights along the way. He specifically has been able to successfully jump on opportunities as they arose throughout his work to find new success. Episode 75 with Randy Thompson: Wondering how to recruit “first round draft picks” for your team? On this podcast, Randy Thompson shares how to find, train, and compensate the best people for your team. He also shares the three intrinsic qualities he looks for in prospective team members. These include honesty, a kind heart, and a strong work ethic. Episode 78 with General Stanley McChrystal: Retired four-star general Stanley A. McChrystal has lived a life associated with the deadly risks of combat. He was once called “one of America’s greatest warriors” by Secretary of Defense Robert Gates. From his first day at West Point, to his years in Afghanistan, to his efforts helping business leaders navigate a global pandemic, McChrystal has seen how individuals and organizations fail to mitigate risk. Why? Because they focus on the...
Today on the podcast, Bradley sat down with Jeff Hogue. He talks about the best practices surrounding your content. He also gives some great tips on strategizing your internet leads. He shares where internet leads fit into your sales ecosystem, actual best practices for handling leads to get best conversion, and what your conversion rates should be. You’ll learn the importance of a solid referral system, SEO, and investing in SEM. You’ll also hear his thoughts around the speed of contacting, utilizing all different avenues (phone, email, text, mail), and continuing to follow up. Jeff is a sales professional turned manager turned director who has helped thousands of insurance agents boost their marketing efforts and enable sales for themselves and their teams. He has worked closely with agents representing many of the top P&C, Health and Medicare Supplement carriers in the United States and has almost a decade of industry experience. Ready to put your internet leads strategy to work? Listen now!
If increasing your margins 1 percent would increase your profit 15 percent, would you do it? Today on the Leadership Podcast, Bradley and Martin Holland discuss The Four Must-Haves In Business. This includes… (1) Guiding - leadership, (2) Getting - the business/customers ie sales/marketing, (3) Doing - where most people are strong aka rainmaker’s dilemma, and (4) Administer - all the things you didn’t know you needed for good business, ie. bookkeeping. Martin is the author of https://www.theprofitproblem.com/ (The Profit Problem: They Say I Make Money, So Why Don't I Have Any?) (www.theprofitproblem.com) He asks the questions, “If you knew that increasing your margins 1% would increase your profit 15%, would you do it?” and “If you knew that increasing your sales 17% would double your profit, would you do it?” and “If you knew why you are always short of cash, would you do something about it?” In his book, he shares how financial statements aren't just for banks and taxes. You can use them to reduce your stress by making better decisions and more money. Knowing your numbers and pulling them regularly is crucial for good business. But it can feel overwhelming to even make the time to understand and examine them. Right here at Club Capital, we provide complete bookkeeping and tax services for insurance agency owners. Why not work with the team you trust to better understand your business? Visit https://club.capital/ (our website) (www.club.capital) to learn more about how we can support you in growing your profits! Martin has been active in small business for 48 years. Prior to becoming a business coach in 2011, he helped start or reorganize eight small businesses. Two of them failed, he sold four of them, and still works closely with two. His experience has taught him that there are principles common to successful businesses and omissions common to struggling businesses. Every principle of success is available to every business through awareness and action. Ready to learn what you need to master your numbers? Listen now!
Are you getting the results you want in business or in life? Today on the leadership podcast, http://www.speakerlauncher.com (Jane Atkinson) joins us to discuss how to get the results you want, the connection between thoughts and actions, and how to pursue speaking as another stream of income. The first principle Jane discussed with Bradley was CTFAR. This acronym stands for Circumstances, Thoughts, Feelings, Actions and Results. Jane then went on to discuss her “Ready, Aim, Fire!” method for public speaking. She shares how to prepare your speaking topic for the audience, market yourself, and ask people to book you. Jane then shared her framework for a good speaking presentation. She emphasized the importance of having a service-based, servant leadership type mindset. After all, you have something to offer that serves others through your message. Jane’s new book “https://www.speakerlauncher.com/shop/ (Scaling Your Speaking Business: 10 Strategies for Earning More While Doing Less)” is now available! If your goal for your speaking business is to elevate your income, whether it be from $100K to $250K, or from $250K to a million, you cannot afford to miss out on the real-life advice, stories from Jane’s clients and inner circle, and expert strategies in this book. Visit www.speakerlauncher.com to learn more.
How is your strategy serving you? In today’s podcast episode, Jim Huling and Bradley discuss execution of strategy. You’ll learn The 4 Disciplines of Execution, why strategy doesn’t work on its own, and how to turn strategy into action. Jim’s 4 Disciplines of Execution include… Focus - the “what” Act on the lead measure - the “how” Engagement - the “why” Accountability - a 20 min weekly meeting with each team member committing to what they’ll do the next week
Bradley shares how these strategies have transformed his team’s workflow and accomplishments. He also shared some of the pitfalls he found along the way, and what he did about them. Jim Huling is the author of the #1 Worldwide Best-Selling Book, The 4 Disciplines of Execution, now in its 2nd Edition and translated into sixteen languages. Jim has also been the 4DX Global Managing Consultant for FranklinCovey for more than 13 years. Ready to execute your strategy? Find The Four Disciplines of Execution here: (https://www.simonandschuster.com/books/The-4-Disciplines-of-Execution-Revised-and-Updated/Chris-McChesney/9781982156978)
Do you work just to live or do you feel connected to your purpose as you work? http://www.kencoleman.com (Ken Coleman) is the nationally syndicated host of https://podcasts.apple.com/us/podcast/the-ken-coleman-show/id1274217512 (The Ken Coleman Show) & author of https://www.amazon.com/Paycheck-Purpose-Clear-Path-Doing/dp/1942121539 (From Paycheck to Purpose). He wants people to feel a real connection to what they were created to do because someone out there needs them to do it. Ken shares how to find your dream job through clarity. He explains that your passion, talent, and mission intersect to make up your personal mission statement. This then answers the question: What should I do with my life? Ken and Bradley discuss how to become qualified for the job change or career pivot you desire. They also discuss the differences between networking and connecting. Ken wrote https://www.amazon.com/Proximity-Principle-Proven-Strategy-Career/dp/0978562038 (The Proximity Principle) to help you improve your connections. You need to consider who you know, and write down those people. Then, consider who you can ask for help. The key here is asking about something rather than asking for something. Most people love to give advice! If your dream job is tied to a promotion, Ken also has some advice to ensure you’re positioning yourself to receive that promotion. Finally, they talk about the challenges of knowing what to do, but struggling to get started. Ken identifies the three main villains standing in the way of everyone’s success: Pride, Doubt, and Fear. He breaks down how to deal with these thoughts and diffuse them to move forward. If you’re ready to step into purpose and pursue your dream role, listen to this podcast! Visit www.kencoleman.com to learn more about Ken Coleman and his new book, From Paycheck To Purpose.
Ready to unlock your motivation and dig into the work you love? On this episode, Todd Henry and Bradley discuss how to do this and more. Positioning himself as an “arms dealer for the creative revolution,” Todd Henry teaches leaders and organizations how to establish practices that lead to everyday brilliance. He is the author of https://www.toddhenry.com/books/ (five books) (The Accidental Creative, Die Empty, Louder Than Words, Herding Tigers, https://www.toddhenry.com/themotivationcode/ (The Motivation Code)). His latest book, https://www.toddhenry.com/themotivationcode/ (The Motivation Code), is about the hidden forces that drive deep engagement and brilliant work. Henry shows that there are twenty-seven “motivational themes”, each with its own unique DNA. The Motivation Code teaches us to decode our Core Motivation so that we can have conversations, make decisions, and even choose career paths that lead us to experience engagement and fulfillment. Once we know how to activate our inner drivers, we can transform the work we do into work we love. Todd’s podcast, https://accidentalcreative.com/podcasts/ (The Accidental Creative), offers weekly tips for how to stay prolific, brilliant, and healthy. Visit www.toddhenry.com to learn more!
Dean Mannix is a life and personal coach who became passionate about life insurance after losing a few people close to him. He firmly believes that the epitome of your mess becomes your message. His latest book, “Protect and Provide” delves deeper into this story, and his passion for serving his clients through insurance sales. Key to Dean’s philosophy is the power of proven practice as opposed to best practice. Owners should go with what works in their offices, rather than “best” practices determined by others. In today’s podcast, he shares powerful sales and training tips, including: Why winning the morning is so important, and how to ensure you can How to shift your mindset towards service to gain more clients Why many sales training processes stall at 25-50% of the way through, what to do about it The difference between sales today vs. what it used to be
Dean’s motivation in business has always been to help his customers. In “Protect and Provide,” he describes heroes in the insurance industry. He wrote the book for insurance agents who believe in protecting their customers while also educating them. Dean believes that this book is your guide to personal and financial success in the insurance industry. You can find it on Amazon: https://www.amazon.com/Protect-Provide-Customer-Centric-Compliant-Insurance/dp/0648060608 (https://www.amazon.com/Protect-Provide-Customer-Centric-Compliant-Insurance/dp/0648060608 ) Learn more about Dean's sales training at https://deanmannix.com/ (www.deanmannix.com) Listen to unpack these principles, and then begin to implement proven practices in your business! Learn more about how you can work with Club Capital for agency book keeping services at www.club.capital. Special thanks to our sponsors, Direct Clicks (https://tools.directclicksinc.com/marketing-roi-tool (https://tools.directclicksinc.com/marketing-roi-tool)), Coach P Consulting (https://www.coachpconsulting.com/ (https://www.coachpconsulting.com/)), and Relevant Advantage (https://www.relevantadvantage.com/ (https://www.relevantadvantage.com/) or www.sfagentpromos.com).
Do you struggle with making progress or being ambitious when you’re overwhelmed? Tired of getting in your own way? Today on the Club Capital Leadership Podcast, Melody Wilding joins us to share powerful tools from her new book, “Trust Yourself.” Melody is a therapist turned executive & leadership coach to Sensitive Strivers. This term applies to top performers who also think and feel everything more deeply. She was named one of Business Insider's "Most Innovative Coaches." Her workplace advice has been featured in The New York Times, Oprah Magazine, NBC News, and more. I'm a professor of Human Behavior and a contributor to Harvard Business Review, Fast Company, Forbes, and Business Insider. Her new book covers topics such as overthinking, people pleasing, trusting your gut, boundaries, overwhelm, and imposter syndrome. In the podcast, she shares more about types of overthinking, rumination, obsession over future, and analysis paralysis. Melody employs a technique to avoid overthinking that uses constraints. For example, when planning a wedding, cap yourself to getting quotes from five planners. This will keep you from getting lost in too many options and variables. She also provides some techniques on making decisions when overwhelmed with emotions. The first step is to not make it emotion-based. Instead, start with calming your body through a breathing exercise. Then, make sure you give yourself physical space. This could look like sleeping on it, taking the weekend, before making the decision, etc. Finally, she discussed how to have boundaries with your team. The biggest way to see where you may need different boundaries is to assess where you may feel resentment toward your team or clients. Once you identify that, begin considering how you can establish different boundaries. You can learn more about Melody Wilding when you visit her website, https://melodywilding.com (https://melodywilding.com). You can also find her new book, “Trust Yourself,” at https://melodywilding.com/book (https://melodywilding.com/book).
Retired four-star general Stanley A. McChrystal has lived a life associated with the deadly risks of combat. He was once called “one of America’s greatest warriors” by Secretary of Defense Robert Gates. From his first day at West Point, to his years in Afghanistan, to his efforts helping business leaders navigate a global pandemic, McChrystal has seen how individuals and organizations fail to mitigate risk. Why? Because they focus on the probability of something happening instead of the interface by which it can be managed. He is a transformational leader with a remarkable record of achievement. General McChrystal is widely praised for launching a revolution in warfare by leading a comprehensive counter-terrorism organization that fused intelligence and operations, redefining the way military and government agencies interact. In this episode, General McChrystal shares lessons learned over the course of his extensive career and shares leadership nuggets of wisdom. He is the author of the bestselling leadership books, My Share of the Task, Team of Teams, Leaders, and his latest book Risk: A User’s Guide which we dive into today. In Risk: A User’s Guide, General McChrystal offers a battle-tested system for detecting and responding to risk. Instead of defining risk as a force to predict, McChrystal and coauthor Anna Butrico show that there are in fact ten dimensions of control we can adjust at any given time. By closely monitoring these controls, we can maintain a healthy Risk Immune System that allows us to effectively anticipate, identify, analyze, and act upon the ever-present possibility that things will not go as planned. Be sure to listen to this powerful episode, and grab your copy of his latest book off of Amazon! Amazon link: https://www.amazon.com/Risk-Users-Guide-Stanley-McChrystal/dp/0593192206
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 ton of agents reached out asking him to work with their staff. He now trains insurance agents and their staff across the nation on his unique sales & referral process. To learn more about Vlad’s sales process, his masterclass, and more, you can text COMP to 503-864-6974 or visit http://www.insurancesaleslab.com (www.insurancesaleslab.com).
Bradley and Jake discuss the role of grit in entrepreneurship, and how to play to win. Jake shares how your heart and head work together to propel you towards results - positive or negative. They also talk about standards of excellence in business, why you need accountability, and the principle of win or leave - there is no lose. Finally, learn Jake's concept of "persuade and get paid," and why it matters for you Jake Thompson is a keynote speaker and Chief Encouragement Officer at https://competeeveryday.com/ (Compete Every Day), a brand he started in 2011 by first selling t-shirts out of the trunk of his car. Jake works with organizations and individuals around the country, teaching how they can develop accountability, mental resilience, and leadership skills in order to achieve more in their careers and in their life. It’s through his entrepreneurial sales experience and research that he’s discovered how people who harness a competitive mindset against their own previous best can reach their goals, commit to action over motivation, and create the influence as the leader they were created to be.
Wondering how to recruit “first round draft picks” for your team? What about using the "Stairs and Buckets" principle in your business? Today on the podcast, Randy Thompson shares how to find, train, and compensate the best people for your team. He also shares the three intrinsic qualities he looks for in prospective team members. These include honesty, a kind heart, and a strong work ethic. Randy and Bradley also discuss how to sell to your clients, ways to meet their needs while increasing business income, and more. If you’re an insurance agent, he shares quite a few nuggets of wisdom specific for your business! Randy has traveled the country speaking to agents and team members on how to develop and train a high performing team. His experience as a teacher and high school wrestling coach prior to his career as an Agent has been priceless at helping develop consistent systems that produce results and strong team members that govern themselves.
Many business owners are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better. Different is better. And those who market differently, win. Mike and Bradley discuss the following key issues business owners face, including: Why marketplace plans seems to fail. Why copying your competition will almost always cause you to go unnoticed. The DAD framework, and why you need it. How your prospective clients consume marketing in milliseconds.
Mike also shares from his new marketing book, offering In his new marketing book. "GET DIFFERENT" offers a proven, no-nonsense method to position your business, service, or brand to get noticed, attract the best prospects, and convert those opportunities into sales. You can check his book, Get Different, on Amazon or his website: https://mikemichalowicz.com/
Bill Gallagher and Bradley discuss the 4 Step Leadership Flywell, Rockefeller Habits 2.0, and his highly successful coaching methods. His framework has allowed businesses in all stages, from startup to $5M business, scale up. The Leadership Flywell includes… 1: Inspiration - getting people motivated to change. 2: Engage - connecting with people on a deeper level. 3: The Process of Planning - going through the right cadence of quarterly meetings. 4: Coaching Learn more about Bill by visiting his website https://scalingcoach.com/ (https://scalingcoach.com/)
Josh Fuller talks about growing your business through best practices borrowed from multiple sources. He has had the opportunity to work in multiple spheres as an entrepreneur throughout his career, and has gained a lot of great experiences and insights along the way. He specifically has been able to successfully jump on opportunities as they arose throughout his work to find new success. In 2009 Josh Fuller started a specialty design/print company serving high school and college athletic departments, but after landing an account with a Fortune 100 insurance company within the first 6 months of business, his company took an unexpected turn. Josh and his team at Relevant Marketing Solutions (www.relevantadvantage.com) now provide a full suite of marketing services for mid to large size companies including: print service, branded merchandise, graphic design, and video production. Josh is passionate about helping his clients better understand how to not only get noticed, but how to cultivate Brand Champions. This mini masterclass of entrepreneurial efforts will show you how to position your brand. If you’re ready to leverage best practices in marketing for your business, listen now!
Greg and Bradly discuss Greg's work history as an insurance agent, financial advisor, and now owning a coaching and consulting business. Key to Greg's success are his strategies for managing his thoughts. He call these Mind Tracks, and they include... What you say to yourself on a daily basis Changing what you tell yourself Believing what you're saying
To learn more about Greg Gaines' business, visit www.teamsalescoach.com
Ready to have a hiring process that works? Walter McCone from https://www.careerplug.com/ (CareerPlug) (https://www.careerplug.com) sits down with Bradley to discuss recruitment. You’ll hear more about… Best practices in recruiting, including how to write a job description that converts, what terms to avoid, and reaching the right audience with your job listing. Hiring trends in https://www.careerplug.com/clients/insurance-hiring-software/ (insurance agencies). They discuss the type of talent that is being recruited and why you should consider hiring people with experience outside the insurance field. Learn why a responsive employer is better able to recruit top talent. Hear how texting platforms have grown in popularity and effectiveness. Consider using a career listing platform that acts as a hub for openings in your company. Finally, learn more about how tools like CareerPlug can help you find the best members for your team! Learn more about CareerPlug's Insurance Hiring Software: https://www.careerplug.com/clients/insurance-hiring-software/
Bradley sits down with State Farm Agent David Peterson and discusses what led to his success that has continued into being on track for 600 life insurance policies in 2021. Hear David break down intentionally developing your team including... His system of implementation for development Why he prefers specialization for each area of insurance sales Believes in “running of the plays” from his playbook for insurance sales Spending 15-30 minutes daily to review applicants or court team members to find the best recruits possible
Ready to get started in building a high-performing team?
Yoseph West is the Co-Founder & CEO of Relay Financial, a business banking platform that gives SMBs better visibility into their financials and simplifies collaboration between small business owners and their advisors — accountants and bookkeepers. In today’s podcast, he shares specifics on the problems solved by Relay Bank. He and Bradley discuss how Relay Bank is “business banking reimagined for the 21st century.” He also discusses the concept of fast growth culture, including… Use of remote work How much work space is needed Challenges with hybrid work culture How to set goals and targets
He shares how he and his team has worked to keep the same culture that was created with 6 employees with 50-100 employees. He and Bradley also discuss the future of banking, looking at predictions based on how things have been going. Finally, they talk through the pros and cons of bootstrapping vs. taking on outside capital.
Complacency is sneaky. Former Marine Alex Shattuck shares how the principles he learned during his time in service helped him find success in business. He shares from his book, “Complacency Kills,” how the three main areas of business impacted by complacency are people, marketing, and structure. Alex and Bradley also discuss the role complacency plays in recruiting, and ultimately how to overcome it in all areas. Learn more about Alex and get a copy of his book: https://www.alexshattuck.com/about/
Have you ever wondered how a champion athlete would approach running your business? Today on The Club Capital Leadership Podcast, Dr. Julie Bell shares secrets that athletes use for success. Her six key points are the sports approach to business. Julie covers… Where is your confidence coming from? Place it in the process not in the outcome. The difference between having a game plan and a WINNING game plan. Differences and similarities between sports and business. Strengths & Weaknesses, and how you reconcile it. The dangers of comparison, and the positives of seeing what’s possible when comparing yourself to others. Training confidence in your team.
Taking control of your finances starts here! Alissa Locke, consultant with Money Mentor Group, shares how you can do just that... -Deal with your relationship with your money. Money mindset and behavior. Like a personal trainer but for your finances. -“Budgeting’ isn’t about being restricted or deprived…. It’s about control and power. -Spend on things you value and scrimped on things that aren’t as important to you. “You can afford anything, you just can’t afford everything” -Automate your debt repayment and your saving/investing. -Decide how you want to spend your time Alissa is a Financial Coach with Money Mentor Group and strives to help you become BFFs with your money! Money Mentor Group offers one-on-one financial coaching, group coaching, workshops, courses, many free downloads and even ebooks. (http://www.moneymentorgroup.com (www.moneymentorgroup.com))
If you’re tired of spending 90% of your day doing things you don’t enjoy and only 10% doing things you love, then you’re in the right place. John Lee Dumas is sharing the the success principles that he extracted from thousands of hours of conversations with the world’s most inspiring and successful entrepreneurs. He explains his FOCUS principle - “Follow One Course Until Success,” and how you can put it into action in your own business. John is the founder and host of the award winning podcast, Entrepreneurs On Fire. His first traditionally published book, The Common Path to Uncommon Success is the modern day version of Think and Grow Rich with a revolutionary 17-step roadmap to financial freedom and fulfillment. Learn more at UncommonSuccessBook.com Check out Entrepreneurs On Fire here: https://www.eofire.com (https://www.eofire.com)
How do we design a culture that breeds success? Céline Williams answers this question on The Product Entrepreneur Podcast. She shares that you need to first understand where you are, then articulate where you would like to be, in order to gameplan how to get there. Bradley drew the analogy of creating a Google Maps navigation for your culture. She shares these important steps in creating a culture for success: (1) Break down unconscious biases (within the organization and each person). (2) Explore different perspectives. (3) Change the way each individual shows up – for themselves, their employees, and the organization. Céline is a culture engineer, business strategist, and speaker who helps entrepreneurs and conscious companies build strong and (wildly!) successful businesses in a conscious, intentional, and human-focused way.
Have you ever gotten stuck trying to figure out the next step? In this episode, Travis Simon shows how to reverse engineer what you want out of life into making your business the conduit to achieve it. You’ll learn how to define the WHY behind the WHAT. Travis shares key strategies to get unstuck when paralyzed in perfectionism. You’ll begin to think through simplifying your processes and systems. Travis then shares the key things to measure in your business. Finally, Travis and Bradley discuss the differences between business owners who achieve what they want and those who do not.
Wish you had endless referrals to your business? Today on The Club Capital Leadership Podcast, Bob Burg - author of https://thegogiver.com/tgg-ee-burg/ (The Go-Giver) and The https://www.amazon.com/Art-Persuasion-Winning-Without-Intimidation/dp/0768413001 (Art of Persuasion) - shares five key parts of his value structure, including What value means and how to give more than you take. How to develop relationships so that people both like and trust you, leading to endless referrals. The five elements of value, including Excellence, Consistency, Attention, Empathy, and Appreciation. What you can take away from John Maxwell’s “Leadership Is Influence” philosophy. How to gain commitment instead of compliance in your team..
Bob shares why he believes referrals are the best way to build your business, and this framework teaches you how to gain more referrals.
For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their referral business.
Although for years he was best known for his sales classic, https://www.amazon.com/Endless-Referrals-Third-Bob-Burg/dp/0071462074 (Endless Referrals), it’s his business parable, The Go-Giver, coauthored with John David Mann that has created a worldwide movement.
While part of a four-book series, The Go-Giver itself has sold more than one million copies and been translated into 30 languages. It was rated #10 on Inc. Magazine’s list of The Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.
Gary "The Hire Guy" Inzana specializes in insurance recruiting, and has helped many top insurance agents and new agents across the country with their biggest obstacle: staffing their agency. On this episode you’ll learn... Why recruiting is difficult. Why retaining is as important as retaining great talent. Recruiting for sales vs. customer service. When he felt was a good place in the interview process to utilize assessments. How to make your job listing stand out. Advantages of implementing a group interview. His favorite interview question: “Why are you here?” The most misunderstood part of recruiting.
Gary’s company interviews over 20,000 candidates per year, helping place insurance sales & service producers that drive real results for over 400 agents to date. He started Top Tier Recruiting and Consulting LLC in his basement, interviewing 15,000 different people alone in the first 10 months, until he enlisted help. With support from his family, long, hard & passion, Gary has scaled out to teach others. He has trained his staff through Zoom and in-person, building a team of recruiters: 3 in-house and one remote. Gary has learned a great deal about people and sales through interviewing candidates all across the country. He uses his experience and knowledge to also coach insurance agency owners in best interview practices, follow up techniques, and virtual or recruiting abilities. Gary and his team love solving the toughest problems facing insurance agencies today. To learn more about how Gary’s company can help you, call 406-RECRUIT Visit http://www.toptiergary.com (www.toptiergary.com) to learn more about Top Tier Recruiting.
Are you financially prepared for retirement? America’s IRA Expert Ed Slott is explaining whether permanent life insurance or a Roth IRA are more beneficial. You’ll hear his expert advice on: Tax Arbitrage What people want from their retirement plan and life insurance policies Whether you should pay taxes now or later on your retirement income
Ed Slott was named The Wall Street Journal’s “Best Source for IRA Advice and is the media’s go-to resource for breaking news affecting retirement tax planning. He is the creator of Ed Slott’s Elite IRA Advisor group and released his latest book, “The Retirement Savings Time Bomb” earlier this year. Ready to set yourself up for a lucrative retirement?
Do you have an individual prosperity plan? What about one for your company? Prison inmate-turned hugely successful entrepreneur and speaker Weldon Long breaks down how your quiet time rituals can set you up for success. He also shares how your public declarations influence your actions. You’ll learn… The path from thoughts - emotions - actions - results How to create habits What to think about in your daily quiet time The power of cognitive dissonance The importance of focus and purpose in everything you do
Learn more about Weldon Long and get your copy of his NY Times Bestseller, The Power of Consistency - Prosperity Mindset Training for Sales and Business Professionals as a gift to you from our sponsor Direct Clicks:
What are the four key things you should consider when setting goals? This week on the Club Capital Leadership Podcast, Jay Adkins is sharing… The value of a morning routine and the importance of what it includes Mindset management How to develop strategy Specific goal-setting takeaways for insurance agencies
Jay also shares how to develop yourself personally through his 4 key things to become a better leader. He is the host ofhttps://podcasts.apple.com/us/podcast/the-success-paradigm/id1510019362 ( The Success Paradigm: The Story Behind Glory), a podcast that goes in depth with industry leaders about their journey to success. Looking for new reading material? Get your copy of Mike Michalowicz’s book Fix This Next from our sponsor, Direct Clicks, Inc. https://www.directclicksinc.com/club-capital-michalowicz (here)!
Jay Adkins, host of https://podcasts.apple.com/us/podcast/the-success-paradigm/id1510019362 (The Success Paradigm: The Story Behind Glory), shares how to develop yourself personally and professionally. From hitting rock bottom and losing his entire team, to realizing he was the problem, to developing himself into a better leader, he's sharing his journey. You'll hear his personal routine for development, how to create a culture that employees want to be in, and leading yourself first. Looking for new reading material? Get your copy of Mike Michalowicz’s book Fix This Next from our sponsor, Direct Clicks, Inc. here: https://www.directclicksinc.com/club-capital-michalowicz (https://www.directclicksinc.com/club-capital-michalowicz)
What if you could guarantee that growth in your business would last? Mike Michalowicz has developed a strategy to do just that over the course of his time selling two multi-million dollar businesses and now leading two new multi-million dollar ventures. He is sharing his genesis story, his losses on the way to success, the business hierarchy of needs from his best-selling book Fix This Next, and the Profit First Methodology showing where sales and profit come into play in your business. Mike is a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. Mike is a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of Fix This Next, Clockwork, Profit First, Surge, The Pumpkin Plan and The Toilet Paper Entrepreneur. Get your copy of Mike’s book Fix This Next from our sponsor, Direct Clicks, Inc. here: https://www.directclicksinc.com/club-capital-michalowicz (https://www.directclicksinc.com/club-capital-michalowicz)
Do you know the amount you should be spending on ads? Today on the Club Capital Leadership Podcast, Matt Jonza from Direct Clicks is sharing key information about ads, SEO, and Google automations. He is sharing: What Google has done for automation How to work with a digital marketing company & important questions to ask What success looks like in digital marketing Important tips for SEO best practices How much to spend on ads depending on the results you want
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! https://www.directclicksinc.com/club-capital?utm_campaign=Podcast&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9Qjbu4EZEZrZJkrGnTu9dbg_Nz-y-3YEajN9fzLgv-0p_f5OpCJA_ovg6fFTN6GroydsBM (Click here) to get yours.
Did you know the size of your paycheck is based on the size of the problems you solve? Today on The Club Capital Leadership Podcast, Tim Harrington is sharing how to have consistent execution by establishing habits and routines that create the results you want. Because he believes that life moves in the direction of your strongest thoughts, he is also sharing how to shift your focus away from the problem and spend energy focusing on the solution. You’ll learn: How to attract potential employees How to master the fundamentals that are critical to business Why it’s important to be accountable to yourself and establish accountability for your team
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! Use https://www.directclicksinc.com/club-capital?utm_campaign=Podcast&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_RMcc9MDJDGQSADN1MgGiYKfOl6rzFjxvDVV3p-_bgf4XYycq6r2wb_oVxiRhiKveavQWq (this link) to get yours.
Ever wondered why you can’t seem connect with some leads? Today on the Club Capital Podcast, Jerry Acuff is discussing being your authentic self and utilizing pattern interruption when working with potential or recurring clients. Jerry is the CEO and founder of DELTA POINT in Scottsdale, Arizona. His company works with sales and marketing leaders to implement innovative ways to sell and market in today’s crowded marketplace. Their client list includes 18 of the top 100 companies in the world. Jerry is also the author of 4 best-selling business books on building valuable business relationships and thinking like a customer. 11 Universities in their Marketing Curriculum use his first book, The Relationship Edge in Business. Ready to create a relationship edge in your own business? Listen now!
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! Use https://www.directclicksinc.com/club-capital?utm_campaign=Podcast&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_RMcc9MDJDGQSADN1MgGiYKfOl6rzFjxvDVV3p-_bgf4XYycq6r2wb_oVxiRhiKveavQWq (this link) to get yours.
Wondering why your company struggles to implement needed change? It could be that trust and transparency are lacking in your communication. This week on the show, Ron Carucci shares why honesty paired with good timing is critical for your company to grow and pivot successfully. As a consultant, he often finds himself taking implicit communication and making it explicit to create needed change. Ron also shares how to create equity in the relationship in order to be able to share feedback with honesty. This key skill in building any team will transform how communication happens within your company. Ron has worked with diverse clientele, from start-ups to Fortune 10’s, non-profits to heads-of-state, and turn-arounds to new markets and strategies, using his expertise to support overhauling leadership and culture to re-designing for growth. He is the author of 9 books, including the recent Amazon #1 http://www.amazon.com/Rising-Power-Journey-Exceptional-Executives/dp/1626341087/ref=sr_1_1?ie=UTF8&qid=1443377534&sr=8-1&keywords=Rising+to+Power (Rising to Power) and the forthcoming https://www.amazon.com/Be-Honest-Power-Justice-Purpose/dp/1398600660 (To Be Honest, Lead with the Power of Truth, Justice & Purpose).
What is the mindset you need to have for sales? Mark Hunter, the Sales Hunter, is recognized as one of the top 50 most influential sales and marketing leaders in the world. The focus of his work is helping to influence and impact others to help them see and achieve what they didn’t think was possible. In this episode, he shares how to increase the lifetime value of your customers by expanding your relationship into other lines of business. Unlike some of our other guests, he relies on prospecting instead of referrals for growing his business, and he is sharing how to do just that through time blocking, turning sales into a conversation, and compensating your team in a way that motivates them. Mark is author of “A Mind for Sales” his other books include: “High-Profit Prospecting” and “High-Profit Selling.” He’s been quoted in Forbes, Inc, Entrepreneur and Bloomberg’s Business Week. Clients he’s had the privilege to work with range from numerous “Fortune 100” companies to small start-ups. Mark travels more than 200 days per year and has spoken on 5 continents and 28 countries. To find out more, visit Mark’s site at www.TheSalesHunter.com.
How are you solving problems with the members on your team? Whether you’re a leader or a team member, the willingness to address a problem and solve it together is key. On our show this week, we’re discussing how to develop your team members with https://www.ourfuturelegacy.com/ (Future Legacy) partners Krista Hawkins and Wendy Smith. Krista Hawkins and Wendy Smith have coached thousands of insurance agents. Wendy’s calling is to minister to the hearts and minds of people. As a co-founder of Future Legacies, LLC, Wendy supports those who hope for something better and helps them to achieve it. Krista Hawkins has invested her career in helping others to create new beginnings. She has found the keys to success are knowledge and education, a commitment with emotional connection, and preparation followed by action. Taking small steps can be the best way to create lasting change and new beginnings. These new beginnings become the foundation for building Future Legacies for ourselves and others. These leaders share some of their time-tested concepts and proven strategies to help you lead yourself, empower others, create results, and leave a strong, lasting legacy. They’re sharing how to: Create personal development plans for your team members, Celebrate small wins without diminishing bigger goals in the office Develop consistency and continuity in how your team operates Develop healthy and productive problem solving
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks'https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool ( FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
We’re back with the second half of our special two part interview with Thomas Ntuk, the https://www.ntukspeaking.com/ (Sales Simplification Guru). If you have a difficult time explaining concepts and sales strategies to your team, give this week and last week’s episodes a listen. Thomas Ntuk has been involved in the financial service industry for more than 43 years, including 35 as a State Farm Agent. Award winning sales Legend. He has consulted, trained, and “Secret shop” for Ritz Carlton, State Farm Insurance, and Palace Resorts in Cancun. He specializes in simplifying sales processes to generate exponential results. As a motivational speaker, he’s a member of the Global Speakers Network and the US National Speakers Association. He's a highly sought after multi-industry subject matter speaker and trainer. And we are thrilled to have him on our podcast. In this two part interview, we talk about: Life insurance in depth Reorienting the way you look at your year by looking at what you do daily Simplifying concepts by making them easy and simple to understand The Sales Simplification Guru
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks'https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool ( FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
If you have a difficult time explaining concepts and sales strategies to your team, give this week and next week’s episodes a listen. On today’s show, we have the pleasure of interviewing Thomas Ntuk, also known as the https://www.ntukspeaking.com/ (Sales Simplification Guru), in a special two part interview. Thomas Ntuk has been involved in the financial service industry for more than 43 years, including 35 as a State Farm Agent. Award winning sales Legend. He has consulted, trained, and “Secret shop” for Ritz Carlton, State Farm Insurance, and Palace Resorts in Cancun. He specializes in simplifying sales processes to generate exponential results. As a motivational speaker, he’s a member of the Global Speakers Network and the US National Speakers Association. He's a highly sought after multi-industry subject matter speaker and trainer. And we are thrilled to have him on our podcast. In this two part interview, we talk about: Life insurance in depth Reorienting the way you look at your year by looking at what you do daily Simplifying concepts by making them easy and simple to understand The Sales Simplification Guru
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
If you’ve ever thought you’ve exhausted your current book of business, there’s a chance it just needs a bit of TLC. Our guest today, Tom Williams of https://salesleaderconsulting.com/ (Sales Leadership Consulting) can help you with just that. Tom has been a professional in the mortgage industry for over 20 years and has seen all kinds of books while partnering with over 170 agencies. As a business consultant, Tom teaches others how to diversify their book and find opportunities where one wouldn’t typically look. In this episode we discuss... Objection handling Building a pipeline of clients Best practices with life insurance Benefits of working with someone in the mortgage industry Why you should consider getting your mortgage license
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks'https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool ( FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
As a small business owner looking to grow, you may find yourself having bitten off more than you can chew. This happens to the best of us! If you’re feeling overwhelmed, entirely too busy, unorganized, and are finding yourself dropping the ball from time to time, this episode is for you. On our show today, we have the pleasure of interviewing Tracy Harwood, founder of https://www.rocksolidassistants.com/ (Rock Solid Virtual Assistants). Tracy and her team specializes in matching stressed out business owners with highly qualified executive and creative virtual assistants. It is obvious her passion for her work extends beyond herself as her entire team has been fantastic to work with. If you’re considering hiring an assistant but don’t know where to start, give this episode a listen and call https://www.rocksolidassistants.com/ (Rock Solid). They are offering 15% off of the first 2 months of service for listeners of this show. Simply mention The Club Capital Leadership Podcast to redeem the discount. In today’s episode we discuss: Tracy’s background and origin story of Rock Solid The mindset of having an assistant How to make your assistant feel like they are a part of the team Virtual Assistants vs In-Person Assistants Executive vs Creative Assistant The benefits of using Rock Solid vs hiring by yourself Having patience and setting the right expectations on the front end Patience with the onboarding process Why your VA should be involved in your personal tasks
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks'https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool ( FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
Growing any business to over a million dollars is no small feat. Growing an insurance agency to over $40 million is something else entirely. Our guests today, Jeremy Olson and Kristin Isaacson of https://www.insuranceroleplay.com/ (The Olson Agency), are no strangers to exceeding industry standards. The pair are known to value the importance of role play in their businesses and fully embracing a growth mindset. Their tenacity and commitment to investing in their team have allowed them to become a leader in the insurance agency business. Jeremy and Kristin drop some incredible insider’s knowledge in this episode that you won’t want to miss. Click to listen now! In today’s episode we discuss: The importance of a growth mindset How to grow an insurance agency from $0 to $40M. Why surrounding yourself with incredible talent is worth the investment How to properly invest in your people How Jeremy doubled the size of his business with role play
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks'https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool ( FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
Have you ever heard of proper phone etiquette? Yes, it's 2021 but there is still a right way and a wrong way to talk on the phone especially when it comes to the insurance industry. In today's episode, we sit down with Gail Goodman, also known as https://phoneteacher.com/ (The Phone Teacher). She walks us through a few phone faux pas you might be using in your agency. She brings her three decades of experience training over 80,000 financial professionals to this very important topic. So, click to listen now and find out if you or your team members are making these phone mistakes! In this episode, we talk about: What is considered “bad language” on the phone Objection handling Ghosting or not answering when they don’t recognize the number How to sell the appointment on the phone Mistake, pitfalls, and things to avoid How to overcome call reluctance
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
Our guest today, Mark Blackburn, was the recipient of the 2020 PGA Teacher and Coach of the Year, which is one of the highest achievements in the golf industry. His Blackburn Golf Academy develops and coaches juniors, club golfers, elite amateurs, college and professional clients from around the world. Among the many PGA Tour golfers taught by Blackburn are Chez Reavie, Kevin Chappell, Charley Hoffman, Mike Weir and Heath Slocum. Even if you’re not a golfer, this episode will hopefully help you discover better methods to coaching your teams for success. In this episode, we talk about: The importance of having a growth mindset How humble beginnings are drivers for achievement Every player is like their own business Everyone has their own process and intervention only comes in two opportunities Why using critical thinking to work through everything is so crucial How to customize solutions for each of your team members
Learn More https://blackburngolf.com/ (Blackburn Golf Academy) Follow Mark on Instagram https://www.instagram.com/blackburngolf (@blackburngolf) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
If you’ve been following our podcasts for a while now, you might have heard us mention the name Michael Hyatt before or the Full Focus Planner. Who is Michael Hyatt? Well, he’s the founder of Michael Hyatt & Company, a leadership development firm helping successful, but overwhelmed leaders get the focus they need to win at work and succeed at life. This concept is known as the Double Win. Our guest on today’s podcast is Chad Cannon, the Chief Sales Officer at Michael Hyatt. Chad previously ran his own full-service marketing firm where he first experienced the Double Win. Prior to his role as CEO at Chadwick Cannon Agency, he was the Vice President of Marketing for Thomas Nelson Publishers, now a division of HarperCollins. Chad is no stranger to marketing and scaling businesses. In fact, he’s had the experience of scaling his own agency to multiple seven figures, and leading more than 225 book marketing campaigns, with 16 titles reaching the New York Times Bestseller List. Nowadays, Chad is passionate about helping leaders experience the Double Win for themselves. In this episode, we talk about… The most valuable marketing channel you should be building Understanding who your ideal avatar is and where they are going Importance of an ownership mindset with our teams and how to cultivate that concept Sales process documentation The importance of hiring the right people Examples of great leadership And being a part of a growing company
So if you’ve never experienced the Double Win and want to know how it can be possible for you, listen to this episode now! Learn More https://michaelhyatt.com/ (Michael Hyatt & Company) https://advanceyourreach.com/ (Advance Your Reach) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
Do you struggle with not enough time in the day to do everything you want to do? Do you find yourself having to choose work over free time, family time, time to yourself? If you’re feeling overwhelmed, you’re definitely not alone. Most entrepreneurs find themselves in the same predicament especially when they are trying to grow their business. If you ever wished you could get more done while doing less, today’s episode is one you’ll definitely want to hear. Just as most therapists have a therapist, every coach should have a coach. Our Director of Coaching, Bradley Hamner, is sitting down with his coach, Ari Meisel on today’s episode. Ari Meisel is a self-described “Overwhelmologist” and founder of https://lessdoing.com/ (Less Doing). He helps entrepreneurs who have opportunity in excess of what their infrastructure can support, find focus, flexibility, and freedom in their business. The methodology enables founders to become replaceable so they can scale their business. Bradley and Ari touch on several topics from delegation to overwhelm, the right way to create systems and processes, a better way to manage distractions, when to do the right things and the wrong things. So, if you’re ready to start building a business that can run and grow without you, give this episode a listen! Learn More About Ari Meisel Website: https://lessdoing.com/ (Less Doing) YouTube: https://www.youtube.com/user/LessdoingRadio (Less Doing) Connect with Ari Meisel Instagram: https://www.instagram.com/arimeisel/ (@arimeisel) Twitter: https://twitter.com/arimeisel (@arimeisel) Facebook: https://www.facebook.com/arimeisel (Ari Meisel) LinkedIn: https://www.linkedin.com/in/productivity-coach-entrepreneur (Ari Meisel) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
Are you struggling to stand out amongst the sea of insurance agents and agencies? Are you looking to level up your personal branding this year? If so, our guests today are here to demystify some of that process and give you insight on approaching your brand. In this episode, we had the pleasure of interviewing Tina Caye and Brionne Griffin, founders of Clover Collective, a digital marketing agency. With over 25 years of combined experience between Tina and Brionne, these marketing mavens shed some light on the challenges of personal branding for the insurance industry. We cover quite a bit in this interview so be sure to have a paper and pen handy to take notes! Here are some of the topics: What is brand strategy? And what does that mean for insurance agency owners? How do you find your niche market and work with dream clients? What is the difference between personal brand and business brand? And how do the strategies differ between the two? How should an insurance agency owner approach them? Clover’s 4-step approach to finding your niche Common mistakes with branding The most important channels to be marketing to
Learn More About Clover Collective Website: https://clovercollective.com/ (Clover Collective) Blog Post: https://clovercollective.com/articles/beyond-logos-the-anatomy-of-a-brand (Beyond Logos: The Anatomy of a Brand) Ready to work with Clover Collective? Simply mention Tina and Brionne’s “airplane people” in this episode to get 10% off your first project! Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
In today’s episode, Club Capital’s Director of Coaching, Bradley Hamner talks about building a better business plan. He specifically walks through the mindset, skillset, and toolset you need to build a better business plan. Yes we know it’s already January of the new year and many of you have already checked this box a month ago. But, are you sure your business plan is the best it can be? Is your business plan setting you up for success or is it filled with unattainable goals? Does it have the ability to guide you back on track when something doesn’t go according to plan? If these questions are important to you, give this episode a listen! Remember, it’s not too late to revise your business plan to make it better for the rest of the year. Want to take it one step further? If you’re interested in growing your business, growing your leadership, and growing and developing your team, you need to check out http://www.clubcapitaluniversity.com (Club Capital University)! Club Capital University is the only membership program focused solely on helping you run the business end of your business. We combine the power of a LIVE business coaching, a community of growth oriented business owners & accountability all in one. Using our 6 Step Leadership journey, we’ll teach you the importance of leading yourself first, how to cast a vision for the future of your agency, and ensure you have proper alignment to achieve that vision. We’ll share leadership principles about the most important asset in your business….your people. We’ll teach you how to manage your financials for maximum profit and finally we’ll make sure you actually start executing on your plans. Visit http://www.clubcapitaluniversity.com (Club Capital University) to sign up for a FREE 7-Day Trial today! Learn More About Club Capital University Sign Up for a FREE 7-Day Trial: http://www.clubcapitaluniversity.com (Club Capital University) Join Our Private Facebook Group: https://www.facebook.com/groups/clubcapitaluniversity (Club Capital University Facebook Group) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us onhttps://www.instagram.com/_clubcapital/ ( Instagram) Follow & Like us onhttps://www.facebook.com/ClubCapitalLLC ( Facebook)
We’re starting off 2021 strong with a very special guest on today’s podcast episode. With us today is a highly respected international speaker, bestselling author, entrepreneur, and sales leader specializing in the complex business-to-business (B2B) sales, Anthony Iannarino. Anthony is best known for his work at The Sales Blog, which has helped him gain recognition as a top thought leader in sales strategy. He’s written numerous books on sales including: The Lost Art of Closing, The Only Sales Guide You’ll Ever Need, and Eat Their Lunch. In today’s episode, we touch on a variety of topics such as: What are the only three choices for you to make in your business? What are the four different levels of value? How to get better at asking questions and what does it mean to be consultative. And the only two things you need to become a “Trusted Advisor”. We also cover what you REALLY need to be looking for when recruiting sales team members and the most difficult thing facing sales reps today. Finally, we touch upon the habits and rituals of highly successful sales team members.
This is an episode you are absolutely going to want to send to your entire team, especially your sales team. Learn More About Anthony https://thesalesblog.com/ (The Sales Blog) https://www.amazon.com/Anthony-Iannarino/e/B01L9F3BNW%3Fref=dbs_a_mng_rwt_scns_share (Anthony’s Books) https://blog.hubspot.com/sales/author/anthony-iannarino (Hubspot Sales Blog) The Salesman Podcast: https://www.youtube.com/watch?v=VLz6rH7pj_I (How To Steal Your Competitors Business) Lemlist Live Webinar: https://www.youtube.com/watch?v=-q5Jj9fo5jQ (How to Close Deals) Freshworks CRM: https://www.youtube.com/watch?v=mXbQHOlxtIw (The 10 Commitments that Drive Sales) Connect with Anthony on Social Media https://twitter.com/iannarino?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (Twitter) https://www.linkedin.com/in/iannarino (LinkedIn) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
Welcome back to another episode of the Club Capital Leadership Podcast! As the final episode of 2020, we will be looking back at some of the most impactful moments and guests we had on the show. 2020 has been a challenging year in more ways than one. We’ve all had to learn to adjust, pivot, change, and adapt as business owners, fathers, mothers, and leaders. But it’s in these times that we’ll be able to reflect back at the growth we’ve experienced. This is our 2020 in review that we’ve prepared for you to move forward into 2021 and the new year no matter what comes your way. Our hope is for you to see problems as opportunities and find the silver lining in each challenge. As you listen to the short snippets, it’s our hope that you will come away with just one nugget that sparks a fire that you will then bring into 2021. All progress starts in the mind with our mindset, then our skillset and finally our toolset. Remember to continue to grow your leadership, grow your business, grow and develop your team. Lead well! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' https://directclicksinc.hubspotpagebuilder.com/marketing-roi-tool (FREE Marketing ROI Tool) today! Are you a fan of laughing and staying informed? If so, connect with Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram) Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook)
Well, it goes without saying that 2020 is a year we all will never forget! On this special episode of the Club Capital Leadership podcast, we wanted to let all of you get to know the entire team at Club Capital just a little bit better. It’s because of all of you, our loyal listeners and members that the team at Club Capital has grown quite a bit this year. And while there are so many of the familiar voices you’ll know and recognize you may not have the opportunity to get to know them personally. In addition, we are excited for you to get to know some of the incredible new team members that came on board throughout this year. In this special episode, they will each share with you one of their personal best and one professional best from this year that they will look back on. They will also share one quick tip that they feel will make a big impact to your business. So, listen for those golden nuggets as well! We all had a lot of fun putting this podcast together and we’re excited for you to get to know the team just a little bit better. If 2020 has taught us anything, it’s that together is always better! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs. Check out Direct Clicks' FREE Marketing ROI Tool today! Are you a fan of laughing and staying informed? If so, follow Club Capital on social media! Follow us on https://www.instagram.com/_clubcapital/ (Instagram). Follow & Like us on https://www.facebook.com/ClubCapitalLLC (Facebook).
If you’ve been a long time listener of our podcast, you might have noticed our passion for books. If you’re just tuning in for the first time and you’re curious about self development through books, this is the episode for you! Today, we’re sitting down with our hosts, Chris and Bradley, where they reveal their favorite books of 2020. They each talk about their top 5 books of the year and why they’ve had an impact on their professional and personal development. We all know how unpredictable 2020 has been but one thing that’s helped both of them stay focused has been reading books. Curious as to which books made the biggest difference in their lives? Listen to the episode to find out! Even if you’re not an avid reader, we hope this episode will inspire you to pick up a book or two. Bradley’s Favorite Books of 2020 https://www.amazon.com/Eleven-Rings-Success-Phil-Jackson/dp/0143125346 (Eleven Rings: The Soul of Success) by Phil Jackson https://www.amazon.com/Willpower-Doesnt-Work-Discover-Success/dp/0316441333/ref=sr_1_1?dchild=1&keywords=Willpower+Doesn%E2%80%99t+Work+-+Discover+the+Hidden+Keys+to+Success+by+Benjamin+Hardy&qid=1607960494&s=books&sr=1-1 (Willpower Doesn’t Work: Discover the Hidden Keys to Success) by Benjamin Hardy https://www.amazon.com/Never-Split-Difference-audiobook/dp/B01COR1GM2/ref=sr_1_1?dchild=1&keywords=Never+Split+the+Difference+-+Negotiating+As+If+Your+Life+Depended+On+It+by+Chris+Voss&qid=1607960526&s=books&sr=1-1 (Never Split the Difference: Negotiating As If Your Life Depended On It) by Chris Voss https://www.amazon.com/Lost-Founder-Painfully-Honest-Startup/dp/0735213321/ref=sr_1_1?dchild=1&keywords=Lost+%26+Founder+-+A+Painfully+Honest+Field+Guide+to+The+Startup+World+by+Rand+Fishkin&qid=1607960566&sr=8-1 (Lost & Founder: A Painfully Honest Field Guide to The Startup World) by Rand Fishkin https://www.amazon.com/Think-Like-Rocket-Scientist-Strategies/dp/1541762592/ref=sr_1_1?dchild=1&keywords=Think+Like+A+Rocket+Scientist&qid=1607960590&sr=8-1 (Think Like A Rocket Scientist: Simple Strategies You Can Use to Make Giant Leaps in Work and Life) by Ozan Varol Chris’ Favorite Books of 2020 https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135929/ref=sr_1_1?dchild=1&keywords=Shoe+Dog+-+Phil+Knight&qid=1607960697&sr=8-1 (Shoe Dog: A Memoir by the Creator of Nike) by Phil Knight https://www.amazon.com/Subtle-Art-Not-Giving-Counterintuitive/dp/B01I29Y344/ref=sr_1_1?dchild=1&keywords=The+Subtle+Art+of+Not+Give+an+Fck+-+Mark+Manson&qid=1607960750&sr=8-1 (The Subtle Art of Not Giving a Fck: A Counterintuitive Approach to Living a Good Life) by Mark Manson https://www.amazon.com/The-Daily-Stoic-audiobook/dp/B01MA32SO0/ref=sr_1_1?dchild=1&keywords=The+Daily+Stoic+-+Ryan+Holiday&qid=1607960796&s=audible&sr=1-1 (The Daily Stoic: 366 Meditations on Wisdom, Perseverance, and the Art of Living) by Ryan Holiday https://www.amazon.com/I-Will-Teach-You-to-Be-Rich-audiobook/dp/B07QR7GYF7/ref=sr_1_1?dchild=1&keywords=I+Will+Teach+You+to+be+Rich+-+Ramit+Sethi&qid=1607960851&s=audible&sr=1-1 (I Will Teach You to Be Rich: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works )by Ramit Sethi https://www.amazon.com/Love-Yourself-Like-Your-Depends/dp/B07T9NYCFL/ref=sr_1_1?dchild=1&keywords=Love+Yourself+Like+Your+Life+Depends+On+It&qid=1607960904&s=audible&sr=1-1 (Love Yourself Like Your Life Depends on It) by Kamal Ravikant Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media!...
What would a 43% lift look like for your agency? And, what if there was a “Magic Formula” with simple steps that you and your team could implement immediately to achieve greater productivity? Jerome Carlile is one of the Co-Founders of Mivation, a company that creates softwares such as Racing Snail and Leaderboard Legends that are designed to combat competition fatigue and drive productivity. Mivation’s products aim to “create a culture of performance with a solution that motivates, gamifies and rewards”. According to Jerome, one of the most important elements when creating a great compensation and incentive plan is to keep it simple. He tells us why the less moving parts there are, the better the plan will be for both the agent and the manager. Furthermore, Jerome spills how to achieve a total of 43% increase of production if you do these 4 things with your compensation and incentive plan. Listen to the episode to find out! After 16 years in business, Mivation has produced a new and improved Racing Snail compensation plan. Its newer, simpler, more user friendly UI was born from the trenches and took 4 years of development. Check out Racing Snail today! Learn More about Mivation https://podcasts.apple.com/us/podcast/episode-11-seth-preus-on-productivity-motivation-gamification/id1491236828?i=1000472531444 (Leadership Podcast Episode 11 with Mivation Co-Founder Seth Preus) https://www.mivation.com/ (Mivation Website) https://www.mivation.com/products/racing-snail-2/ (Racing Snail) https://www.mivation.com/products/leaderboard-legends/ (Leaderboard Legends) https://www.mivation.com/racing-snail-expands-brand-to-become-mivation/ (Racing Snail Expands Brand to Become Mivation) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor,https://www.directclicksinc.com/ ( Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram:https://www.instagram.com/joinclubcapital/ ( https://www.instagram.com/joinclubcapital/) Facebook:https://www.facebook.com/ClubCapitalLLC/ ( https://www.facebook.com/ClubCapitalLLC/)
Do you have what it takes to win? In this episode, we sit down with Clinical & Sports Psychologist Dr. McCabe to discuss how to train our mindset to grow our business. We talk about the Success Formula, the five people you need to have in your life, and the four types of clients. Dr. Bhrett McCabe combines his championship experience as an athlete with his clinical training as a psychologist to help competitors break free from their patterns of struggle and create winning solutions on their playing fields. He works regularly with coaches and athletes to overcome struggles of performance and managing the psychological burden of athletic injuries. Over the past 10 years, Dr. McCabe has become a trusted resource for amateur, collegiate, and professional golfers on the PGA, LPGA, and Korn Ferry Tours. Additionally, Dr. McCabe is the Sports and Performance Psychologist for the University of Alabama Athletic Department, providing services to all sports, including the 2016 and 2018 National Championship Football Teams. Dr. McCabe’s latest endeavor is called Catalyst School, where Dr. McCabe provides weekly, live coaching sessions via Zoom for anyone who is a catalyst for others- coaches and business leaders alike. As a high performance coach, Dr. McCabe has seen it all and he gives his best advice in this golden episode. Connect with Dr. Bhrett McCabe Website: https://www.bhrettmccabe.com/ (Dr. Bhrett McCabe) Coaching: The Catalyst School Social: @drbhrettmccabe Books by Dr. Bhrett McCabe https://www.amazon.com/MindSide-Manifesto-Urgency-Competitive-Mindset/dp/0998217409 (The MindSide Manifesto) https://www.amazon.com/Game-Plan-Managing-Manifesto-Companion/dp/0998217417 (The Game Plan) Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast! _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
If you're looking to stand out in the insurance industry, our guest today is an expert on marketing tactics that will help you do just that. David Denning, trains insurance agency owners to massively grow their businesses in the modern era. His company, Jumpstart Go, accomplishes this through their free Facebook Group “Marketing for Insurance Agents” of 16k+ agents nationwide and their in-depth coaching & training program “The Closers Clique.” Through live coaching and weekly accountability, agency owners are achieving record-breaking months while optimizing their lead generation, sales processes, automation, and hiring & scaling. Join us as we sit down with David to discuss his approach to marketing and how he helps other agencies achieve their goals. Connect with David LinkedIn: https://www.linkedin.com/in/insurancemarketingads (David Denning) Facebook Group: https://www.facebook.com/groups/marketingforinsurance (Marketing for Insurance Agents) Website: https://insurancemarketingads.com/ (Jumpstart Go) Training Program: https://theclosersclique.com/ (The Closers Clique) Articles by David https://www.linkedin.com/pulse/insurance-agents-guide-creating-valuable-david-denning?articleId=6468875967895990272#comments-6468875967895990272&trk=public_profile_article_view (The Insurance Agent's Guide to Creating Valuable Content) https://www.linkedin.com/pulse/digital-ads-insurance-agents-david-denning?articleId=6400843424341299200#comments-6400843424341299200&trk=public_profile_article_view (Digital Ads for Insurance Agents) _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
Ever wonder how an insurance industry legend approaches his business? We're back with another incredible episode, this time with none other than Troy Korsgaden. Those of you who are in the industry might have heard of Troy or read one of his 7 industry books. If you're a fan (like us), you're in luck! Today, we discuss with Troy several key topics that you don't want to miss. Why we are beginning to see the insurance industry pivot to a more seamless distribution ecosystem with open product platforms. How to successfully build relationships with clients. The Importance of being slow to hire and quick to fire in your agency. How to look at your agency as a “Gateway” to other products and services you offer. Why customers more and more want to have their experience tailored specifically to their needs and preferences. We’ve all heard that role play is important in our agencies, but why do we not do it consistently?
We are so grateful to have Troy on our show and could not be more excited to share this episode with you! Want more from Troy? His website: Korsgaden.com Check out his books: https://www.korsgaden.com/resources (Books by Troy Korsgaden) Contact him at: support@korsgaden.com _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done. This episode focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses. We also discuss the importance of storytelling in sales and why leaning on an emotional component is how you win. Last but not least, if you are planning on being a referral based business, you have to learn how to earn the referrals. Scott also shares with us invaluable insight on how to do just that. So, if you're struggling to get it all done, this is the episode for you! Interested in more from Scott? Get a personalized copy of his book here: https://www.agencyoptimization.com/IAObook (Insurance Agency Optimization Book) Check out his website: https://www.agencyoptimization.com/home (Insurance Agency Optimization) _________________________ Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
In this episode, Bradley Hamner, the founder of Business Growth Curator AND co-host of this podcast, gets put on the hot seat and shares the best things you can do for yourself, your team and your business. Bradley is a very prolific man and wears many hats - father, husband, coach, agent, and business owner are just a few. He spends his free time reading, golfing and boating. To learn more about Club Capital Coaching and how it helps Insurance Agents grow their business, https://info.club.capital/coaching/learn-more (visit this website)! Be sure to check out our Sponsors, https://www.directclicksinc.com/ (Direct Clicks)! Direct Clicks in the most trusted online marketing firm for insurance agents!
As many of you learned in Episode 6, Barry Rutten is an agency owner income-maximization strategist, a multi-line insurance sales coach and a high premium life insurance sales mentor for results-oriented and high achieving captive and independent P&C agency owners, Barry helps agents create their Ideal Agency so they can enjoy maximum income, minimal stress & ultimate freedom. Due to popular demand, we have invited him to come back and share his contrarian views on recruiting. What he shares with us might you clarity and peace of mind about finding the right employees. To get in contact with Barry, please visit: http://www.theinsurancesalesdoctor.com/ (www.TheInsuranceSalesDoctor.com) Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
What does your personal brand say about you? Do you own your name on the internet? Have you ever wondered how you can create your own personal brand and stand out from the crowd like all of those influencers and experts you follow on social media do?! You may have heard of end to end brand management but what is that and how can we use it in our businesses? Did you know there are three different types of content you can produce? What % of your content should be in which bucket? What about social media platforms? There are so many out there today, should be repurpose the same content across all platforms? How often should we be posting to each platform? How is LinkedIn different from Facebook? We cover SO MUCH in this podcast! We are excited to introduce all of your to personal brand expert Paige Velasquez Budde!
This week we welcomed sales expert, Steve Suggs, to the Club Capital Leadership Podcast. As a salesperson, sales manager, speaker, trainer and consultant, Steve has been in the sales trenches for THIRTY-SEVEN years! After fifteen years in sales and sales management with Northwestern Mutual, he has spent the last 20 years as a partner with Sales Manage Solutions. Steve is also the author of, https://www.amazon.com/Can-They-Sell-Recruit-Salespeople/dp/098861393X (Can They Sell), a book that teaches you how to recruit the best salespeople. On a daily basis, Steve uses all the tools and processes that you'll learn on this podcast episode. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell.
Steve answers all your questions on recruiting the best including: How can I find and capitalize on the best sales candidates? What's the fundamental difference between recruiting a sales team member versus a service team member? How can I increase production and stay competitive with other agencies? What are all the skills that I should measure to determine if a candidate is capable of doing the job?
In this week's episode, Steve will teach you the Recruit the Best system with the tools and processes for hiring and coaching sales people.
You can learn more about Steve Suggs at https://salesmanage.com/recruiting/ (https://salesmanage.com/recruiting/).
You can schedule a call with Steve at https://salesmanage.com/contact/steve (https://salesmanage.com/contact/steve)
Want to learn more about the Recruit the Best Team system? Visit https://salesmanage.com/recruitthebest/ (salesmanage.com/recruitthebest)
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
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This week's episode will teach you how to better manage your time, optimize your productivity, and win the week!
Meet, Marc Azoulay, a Psychotherapist in Boulder, Colorado who specializes in organizational development and executive coaching. Marc has been practicing for over eight years with individuals and leaders from a variety of industries. He serves as a consultant and coach to his clients and has made psychotherapy easily accessible to the business sector.
Many of the business owners that Mark works with have experienced burnout and procrastination, which is why he walks us through:
How to rejuvenate and re-motivate yourself when experiencing burnout How to break the self-repeating cycle of burnout AND prevent further instances
In this episode, Marc reveals how YOU can become a more effective leader, utilize your time more efficiently, and capitalize on your productivity.
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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This week, we welcomed Bill Whitley back to the Club Capital Leadership Podcast for our first ever video- recorded episode. Bill Whitley is a nationally recognized speaker, author, and consultant. He gained his wealth of knowledge and master storytelling abilities through his own experience as a top sales executive. He founded The Risk Advisor Institute over a decade ago and has since been helping multi-line agents across the country grow to the next level at a pace they never imagined!
In this episode, Bill walks us through the "Your World" conversation, which is a discovery conversation he has with his clients. Even better, he shows us how he has transitioned these conversations virtually.
Have you been looking for a way to better connect with your clients during COVID-19? Well, this is it!
Listen up as Bill walks you through word tracks AND shows you exactly how to have "your world" conversations with YOUR clients!
BONUS: Watch our https://www.youtube.com/watch?v=usVgpi-fR9o&feature=youtu.be (video recording) to see the tool that Bill uses with his clients to help them visualize and navigate their potential risks.
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
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This week, we're welcoming Connie Kadansky to the Club Capital Leadership Podcast! Connie first encountered sales call reluctance in her career as a saleswoman, which led her to extensive research on the subject. She went on to become a licensee of Behavioral Science Research Press and today she works in a variety of industries to help individuals overcome their call reluctance. She has worked with powerhouse organizations including Fortune 50 corporations, universities, multi-national organizations, and national non-profits. Connie reveals that there are several types of call reluctance that are important to identify within your team. Not only does she provide plenty of tips & tricks, but she also reveals an https://www.exceptionalsales.com/spq-gold-assessment/ (assessment) that can measure for call reluctance AND motivation.
This episode will help you identify sales call reluctance AND how you can help your team members overcome it!
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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Meet John Shaffer. As an agent for 13 years, John has found his home in the industry by combining a mom & pop environment with the corporate ideology of leveraging systems and processes. John currently owns two offices in Florida, while also temporarily managing a third! Not only is his dedication to the industry impressive, but he's also led 6 of his team members to start their own agencies.
How does he do it? Two words. Culture and Recruiting.
Listen now to learn more about how to keep your recruiting pipeline full and create a winning culture.
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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Not only is our podcast guest this week an all-star agent, he has led hundreds of his fellow agents to success as well. Meet Michael Weaver. Agent, business-owner, leader, and so much more...
Michael began his career in the insurance industry as a college intern, and opened his agency several years later in April 2014. After starting his own agency from scratch, Michael went on to become one of the Top 50 out of 19,000+ agents.
His success as a business-owner, coupled with his desire to help other agents transform their agencies, led to the creation of The Weaver Sales Academy. The Weaver Sales Academy is a sales coaching and training firm for insurance professionals that helps train their team and create excellent sales processes.
Want to know the secrets to taking your agency to the next level?
Listen now to find out!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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In this week's episode, we deep dive into how to maintain a work-life balance and how psychology plays a large role in business ownership! This week, we spoke with Clinical Psychotherapist and Licensed Professional Counselor, Jonathan Le. Based out of Bethesda, MD, Jonathan offers professional counseling services through his private practice, Anchor Point Professional Counseling, which he founded in 2014. He has experience in a variety of counseling areas including mental health disorders, substance abuse addictions, and marital issues. Jonathan also works with a lot of different professionals and business owners, where he focuses on the discussion of maintaining holistic health and well-being.
Jonathan outlines tangible goals for business owners and explains exactly how you can master a healthy work-life balance!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience. With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team. Joel realizes that not all days are going to be perfect, but he asks that his team be the best version of themselves that they can be on that given day. With this mindset, he has had great success in building his team. Through this episode, Joel helps you navigate difficult situations, and manage your relationships with team members, for the BEST outcome!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
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This week we welcome 3rd Generation Agent, and Founder of Club Capital, David Munson, to the Club Capital Leadership Podcast. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019. Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be. Listen up as David explains the systems and processes that led to his success as an award-winning Agent. Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books. To learn more about Tom, make sure you check out his webinars at https://tomhegna.com/webinars (https://tomhegna.com/webinars)
Check out Club Capital Univeristy's Latest Course https://clubcapital.teachable.com/p/financial-essentials (Financial Essentials for Insurance Agents.) Check out the Club Capital Website: https://my.captivate.fm/www.club.capital (www.club.capital) Check out our Sponsor: https://my.captivate.fm/www.directclicksinc.com (www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make. Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view. Not only does Micah share how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep, he provides us exclusive insight into the course that Club Capital Univeristy is dropping - https://clubcapital.teachable.com/p/financial-essentials (Financial Essentials for Insurance Agents.) Check out the Club Capital Website: https://my.captivate.fm/www.club.capital (www.club.capital) Check out our Sponsor: https://my.captivate.fm/www.directclicksinc.com (www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
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 the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016. Steve grew up in Greenwood, South Carolina and graduated from The Citadel with a degree in Business Administration. He worked in the medical sales field for seven years before joining the State Farm family in 1988 as an Agent Team Member in Aiken, South Carolina. After qualifying the Agent for his first Ambassador travel trip in the Agent’s 38 years of service, Steve was offered his own agency in Marietta, Georgia. Steve opened his agency as a scratch agent on September 1, 1989 and qualified for Ambassador travel in just four months. Since that time, Steve has qualified 29 more times for travel with 15 years as an exotic traveler. Steve’s office is now located in Woodstock, GA and he has consistently been ranked as a top 50 State Farm Agent for 24 of the past 29 years. Steve’s passion for providing Good Neighbor Service and ensuring his customers are adequately protected is evidenced by his many accomplishments as a State Farm Agent. A quote Steve lives and works by is “be different on purpose”. He believes in this quote so passionately that it is included on the design of his company cars. He wants people to notice the excellence and compassion his team strives for in serving and caring for agency customers. Check out the Club Capital Website: www.club.capital Check out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Craig Wiggins became an agency owner in 1996. He started with 0 policies and no employees. Today he has built one of the largest agencies in the country with 4 locations in 2 states and over $35,000,000 in annual premium. Craig and his Agency consistently win top awards and recognitions year after year. Craig understands that developing a solid team of winners is crucial for success. His true passion is coaching and developing teams to reach their full potential. This is why he has multiple award-winning Sales Agents that write over 100 items every single month. Craig and his wife Wendy have two children and they reside in Huntsville, AL. He loves to spend his free time coaching his sons in sports, hunting, and fishing at his farm, and watching Alabama win National Championships. Feel free to reach out to Craig if he can help you or your team in any way. Check out the Club Capital Website: www.club.capital Checl out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Ann Cohan is the President of The Marvis Center, which was founded the firm in 1992 after thirteen years of corporate experience in sales, sales management, and training with both Savin Corporation and Sprint – leading the training and development departments for both organizations. Using her corporate experiences as a base, she created MARVIS which serves clients around the world – from small, local insurance agencies, to Fortune 500 giants. To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast! Check out the Club Capital Website: www.club.capital Checl out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Athlete, health freak and entrepreneur Seth Preus stops by the Club Capital Leadership Podcast to talk about motivation, comp plans gamification to increase productivity at your agency. At the age of 19 Seth began his professional journey selling Kirby vacuum cleaners door-to-door. This began a lifelong obsession with sales productivity and the mysteries of motivation. In 2005 he created Racing Snail, an insurance-focused productivity and compensation tool used by thousands of top insurance producers in the United States and Canada. He is also the creator of Leaderboard Legends (featured on Forbes.com), a comprehensive motivational framework that leverages intrinsic motivators to drive greater engagement and superior results. Today, through presentations and workshops he uses his experience to change the equation from “How can I get my team to perform?” to “How can I get my team to WANT to perform.” To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast! Check out the Club Capital Website: www.club.capital Check out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Let's get the credentials out of the way: Chris Jones is a Travel Qualifier, Chairmans Circle Qualifier, Life Time Presidents Club Member, and multi-insurance agency owner. Now on to the good stuff: Chris is also one of friendlist and sharpest insurance agents there is. On this episode, he shares how his way of thinking was forged from a young age, what it was like to open his first agency, his second one and how he builds a winning culture across all his businesses. He also shares a BIG life-changing announcement with us, and we couldn't be more honored, so tune in to the end to know what its! To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast! Check out the Club Capital Website: www.club.capital Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Dick Biggs is a prolific business owner, speaker, author and sales professional. With over 38 years and counting of experience, he makes an appearance at the Club Capital Learship Podcast to discuss http://www.biggspeaks.com/topics-.html#wsb-element-00000000-0000-0000-0000-000667748000 (leadership), http://www.biggspeaks.com/topics-.html#wsb-element-00000000-0000-0000-0000-000667754352 (mentoring), http://www.biggspeaks.com/topics-.html#wsb-element-00000000-0000-0000-0000-000667757554 (teamwork) and http://www.biggspeaks.com/topics-.html#wsb-element-00000000-0000-0000-0000-000667759419 (work/life balance). Be sure to let us know your thoughts in the reviews! Is there a guest you would like to hear on our podcast? Please let us know by writing to info@club.capital To learn more about Dick Biggs, please go to https://www.biggspeaks.com/about.html (https://www.biggspeaks.com/about.html) For help with Google Adwords Adveritising, reach out to our sponsor https://www.directclicksinc.com/ (Direct Clicks, Inc)
To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast!
Check out the Club Capital Website: www.club.capital Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Hayk Tadevosyan: father, husband, author, business owner and athlete. Those are some words that could be used to describe Hayk. He is one of the most proactive people that have come through our podcast, and he shares how he was able to achieve balance between the different aspects of his life. For help with Google Adwords Adveritising, reach out to our sponsor https://www.directclicksinc.com/ (Direct Clicks, Inc) To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast! Check out the Club Capital Website: www.club.capital Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Alexis Ducorbier, an intrepid business owner, stops by the Club Capital Leadership podcast to drop some knowledge on creating a winning culture, using personality tests to become self-aware and hire to your weaknesses. It should also be noted that Alexis is a Gallup-Certified CliftonStrengths Coach. To get in contact with Alexis, reach out to her by going to her website alexis.coach.
To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast! Check out the Club Capital Website: www.club.capital Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Barry Rutten is an agency owner income-maximization strategist, a multi-line insurance sales coach and a high premium life insurance sales mentor for results-oriented and high achieving captive and independent P&C agency owners, Barry helps agents create their Ideal Agency so they can enjoy maximum income, minimal stress & ultimate freedom. To get in contact with Barry, please visit: http://www.theinsurancesalesdoctor.com/ (www.TheInsuranceSalesDoctor.com) Be sure to contact our wonderful Sponsor, https://www.directclicksinc.com/ (Direct Clicks Inc), to give your agency the marketing boost it needs! Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media! Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/) Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/)
Bill Whitley makes an appearance on the Club Capital Leadership Podcast to take us through his journey from technology entrepreneur to speaker and owner of The Risk Advisor Institue. Today he runs The Risk Advisor Institute where he teaches agents how to run their appointment with a difference approach to increase results, coverage and client satisfaction. At an early stage in his career, he learned the power of very specific questions to thoroughly get to know his clients in order to fully service them.
Bill's email: bill@billwhitley.com Bill's Cell Phone: (704)996-2800 Risk Advisor Institue: https://riskadvisorinstitute.com/ (https://riskadvisorinstitute.com/)
Check out the Club Capital Website: www.club.capital Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/ (https://www.facebook.com/ClubCapitalLLC/) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)
Matt Jonza is a top-performing insurance agent AND an online advertising agency owner. He jokingly calls himself a one-trick poney as he exclusively leverages the power of Google Ads to drum up business for himself and for his clients.
Matt's agency, Direct Clicks Inc (https://www.directclicksinc.com/ (https://www.directclicksinc.com/)), has a proven process to deliver results and stay accountable to their clients. In this episode, Matt Jonza will share their process, show you how you can keep your current marketing agency accountable AND give you a formula on how you can calculate your marketing ROI.
On this high-energy episode of the Club Capital Leadership Podcast former Marine & Police Officer, Steve Wilmer, shares his incredibly powerful story about how he used his background to become one of the insurance industry's top sales performers. His numbers as a team member were so he turned down agency opportunities TWICE! He felt that instead of being a team member himself, his purpose was to travel across the USA using a combination of experience, expertise & what he refers to as his "God-Given Gift" to connect, inspire & motivate teams. He gives a sneak peek into how you too can adjust your mindset, build your foundation, & ultimately become more successful! to get in contact with Steve, write him at steve@stevewilmer.com or visit his website stevewilmer.com
Keep up with Club Capital. http://www.club.capital/ (Here's our website) and our https://www.facebook.com/ClubCapitalLLC/ (Facebook.) If you liked this episode, please share it with someone you think will benefit from listening and tell us in the reviews! Until next time, lead well & stay classy.
Uptown Marketing company owner, Martina Brugnoni, takes a deep dive into the, sometimes mysterious, world of marketing, and how they help insurance agents increase their customer base using Google, social media, business directories & industry awareness. She gives tips & tricks on how to select the right individual to own your marketing & reveals the number one strategy for agents to implement right away that will have the biggest impact on their business! Want to reach out to Martina? Get in contact with her directly at martina@uptownmarketing.com https://www.uptownmarketing.com/ (Click here to learn more about Uptown Marketing.)
Keep up with Club Capital. http://www.club.capital (Here's our website) and our https://www.facebook.com/ClubCapitalLLC/ (Facebook.) If you liked this episode, please share it with someone you think will benefit from listening and tell us in the reviews! Until next time, lead well & stay classy.
Micah Cannon is the COO of Club Capital Coaching, a niche accounting and analytics firm that helps insurance agents become more profitable and make better decisions. He is here to tell us why it matters to put your finances in perspective and how you can do it to start making informed decisions today. If you enjoyed this episode, please make sure to let us know in the reviews!
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