Mornings with Marit: Recent Episodes
Marit Peters
Leadership Insights with IIAT Executive Director & President Marit Peters A free monthly webinar series for IIAT members.
In this episode, IIAT's Chief Legislative Officer Lee Loftis fills in for Marit to give an update on the Texas Legislature and issues that could impact agents. IIABA's Senior VP of Governmental Affairs Charles Symington joins Lee to talk about the national political landscape and how your Political Action Committee is working to protect your business.
In the last episode, we focused on finding and attracting talent. This month, join us to hear what your peers are doing to engage and retain their top performers in today’s environment. Also, labor attorney Ann Price will discuss the most current Covid-related policies agencies should be considering.
We hear from agents all the time about the challenges they experience in finding and attracting talent. In this episode, Marit talks with Ben Patterson, President of Patterson & Associates Insurance Agency, about the successes his agency has experienced. Ben shares practical strategies for hiring, training and retaining the best talent. His agency has been featured as a “Best Places To Work” in the Dallas Business Journal and Best Places to Work in Texas.
On the eve of his retirement, Jim joined Marit to reflect on his time at IIAT and tell us what he thinks is in store for the insurance industry.
While service is most often talked about in agencies, sales are the true lifeblood. In this episode, Marit and Robert McCarthy, an Executive Lines Broker with Risk Placement Services, discuss the tactical details on gaining new agency customers using a modern and consultative approach. Adapting agencies to a modern sales process and methodology will improve results and create a repeatable pattern for future staff.
On this episode, Marit and Josh Andrajack, IIAT Board Member and President of Boley-Featherston, discuss the positive practices agents discovered and are keeping once the pandemic is behind us. Also, labor attorney Ann Price, Partner at Boulette Golden & Marin, L.L.P., discusses the HR-related dos and don’ts for your agency’s vaccine policy.
On this episode, Marit is excited to host Rasheryl McCreary, Executive Leadership Coach & CEO of TAO Leadership Development, Inc. Join Rasheryl to learn the five essential leadership skills & mindset shifts you need to elevate your brand, presence, and influence in 2021 and beyond. Rasheryl also will discuss specific tools and practices you can use to propel your career and business to the next level, even in turbulent times.
On this episode, Marit is excited to host Rasheryl McCreary, Executive Leadership Coach & CEO of TAO Leadership Development, Inc. Join Rasheryl to learn the five essential leadership skills & mindset shifts you need to elevate your brand, presence, and influence in 2021 and beyond. Rasheryl also will discuss specific tools and practices you can use to propel your career and business to the next level, even in turbulent times.
Marit and specials guests discuss what agencies are doing to protect their team cultures whether working remotely or in the office. Employee engagement has to be purposeful. Many leaders are experiencing the fatigue of keeping up with this COVID environment. Hear what some of the best "new things" folks are doing and incorporating it into their "never-normal" world. I hope you’ll tune in and pick up a few new ideas for the fall. We can always use a bit of reinvigorating! Register today and join us for a fresh new episode.
We hear about benchmarking and data-driven organizations all the time. How do you know what the right measurable data points are for your agency? Not all metrics are created equal and, as independent agents, we believe we are unique and not all benchmarks are relevant. This program will help you evaluate your own agency and determine the most suitable benchmarks related to your culture and your long-term goals, so you know when you’re winning!
This is the first step towards the RISE Challenge. Listen and learn more.
This school year comes with many new challenges for students and parents. In this episode, Marit is joined by Nicole Loucks, COO of Dynamynd, Inc., a Kolbe company, that specializes in developing instinct-based solutions for learning and wellness. Nicole shares invaluable strategies to help you and your student cope with the stress of going back to school, whether virtually or in person, during a global pandemic. Get insights on how to plan for a smoother school semester for your entire family.
Marit, IntellAgents' Carey Wallace, and Business Strategist Kathleen Ranahan discuss industry trends, compensation philosophies, compensation statistics, transitioning from one plan to another and more
Leaders face challenges every day as we maneuver through the needs of our employees seeking a safe work environment. We all are in a medical pandemic, facing economic uncertainty, and experiencing social and racial tensions. Join us this Thursday, July 9, as Marit interviews Dr. Isaiah Pickens, a psychologist and keynote speaker on organizational and mental health during crises, and Whitnee Dillard, IIABA’s Director of Diversity & Inclusion. They will explore the impact 2020 has had on individuals as they question their individual identity and values. What does that mean for you and your organization? The program will provide tools for tackling brave conversations and implementing healthy, sustainable systems for your employees: 1. Identify contributors to workplace stress during a crisis 2. Understand workplace practices that foster psychological safety and brave conversations about difficult topics 3. Review key implementation science-backed strategies for creating sustained change for workplace wellness.
Management is not a passive skillset. It requires facing and addressing issues head-on and having the tough conversations.
Are you preparing for decisions you might be making in the new normal? Let’s think through what some of those might be.
How will you handle remote work requests? What will be new policies you might have in place?
Listen to this podcast to evaluate your conversational skills and take away tips for driving change.
We will be using concepts from Susan Scott’s book "Fierce Conversations.”
“When you think of a fierce conversation, think passion, integrity, authenticity, and collaboration. Think cultural transformation…Think leadership!”
Now, more than ever, we have to trust our employees to win the day. We literally are sending them ‘out there’ to succeed with their talents and the tools we provide. Professional athletes know what is expected of them, they have the freedom to apply their judgement and skills, and they over-communicate with their team members. We definitely can’t succeed on our own. Great managers don’t try and control everything, they become just as articulate about describing excellence as they are about describing failure. In today’s environment, creating a team culture and process that focuses both on performance and dignity of teammates will win the game. It is time to be more human than human. Join us for some practical advice that will keep your employees engaged and excited about their results every day.
In this episode, Marit discusses creative ways to apply the 80/20 rule. Where are you getting the most results with your time, your staff, or your clients? Where are you wasting resources that prevent you and your organization from being productive, profitable and energized? Take some time to consider ways to make a substantial difference in your energy and results in 2020.
It may not be what you know, or who you know, but who knows you. Kick-off your year by establishing a key relationship management strategy and ensure you're making decisions every day that bring you closer to having an impact.