The Agent Leader: Maximizing Agency Value with Max Olson of Legacy Advisors

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore’s tech solutions that simplify work for insurance agents Doris introduces her book, Overcoming Challenges Against All Odds Doris stresses the importance of networking and a positive mindset for growth Doris reflects on the support from her family, colleagues, and community Connect with: Doris Gonzalez Teresa Kitchens Visit Websites: Vertafore Book: Overcoming Challenges Against All Odds Sterling Insurance Group Produced by PodSquad.fm

In this episode of the "Stuff About Money" podcast, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, discuss investing with Kevin Caron, CFA, Senior Portfolio Manager for Washington Crossing Advisors. They explore the firm's investment philosophy, focusing on quality companies with a track record of consistent growth and profitability. Kevin explains their emphasis on businesses that are well-capitalized, with low debt and attractive valuations, ensuring a focus on durability and predictability.  The discussion also touches on the strengths and limitations of this investment approach, including when it performs well and potential times of underperformance. Kevin shares the metrics used to select these companies and provides insights into current economic events, such as the market's narrow leadership by the "magnificent seven" stocks and record U.S. equity valuations. Learn how a focus on quality can lead to a strong and resilient investment strategy. Episode Highlights: Kevin reflects on the past 20 years in the financial markets, highlighting the impact of 0% interest rates and stock market growth. (2:42) Kevin introduces Washington Crossing Advisors' investment philosophy, focusing on quality investing and how it differs from momentum investing. (5:23) Kevin breaks down Washington Crossing’s proprietary grading system for companies, based on financial stability and asset performance. (12:49) Kevin discusses the challenge of evaluating tech companies under their quality standards, and how valuation plays a crucial role. (13:34) Kevin elaborates on the impact of volatility on portfolio returns, using the tortoise and hare analogy to illustrate steady performance versus high-risk investments. (23:56) Kevin explains how Washington Crossing Advisors assesses risk by focusing on predictable, flexible, and durable companies. (26:26) Kevin highlights the importance of building a balanced portfolio with a foundation of conservative, stable investments before venturing into riskier investments. (28:02) Kevin shares the composition of Washington Crossing’s investment committee and the importance of math in investment decision-making. (29:57) Kevin emphasizes maintaining a quality-focused portfolio to navigate both expected and unforeseen market challenges. (35:42) Key Quotes: “I think that by and large, many people overcomplicate investing, and it doesn't need to be all that complicated. And the best way to think is like a bond investor, even if you're an equity investor, because a bond investor asks two simple questions. The first question is whether or not the bond is going to pay me back, and the second question is whether or not I'm being paid to take on the risk.” - Kevin Caron, CFA “We know what we do. We know what we don’t do, and our style, because it’s so carefully prescribed, it’s very hard for us to deviate from something once you very clearly define what it is you’re looking for.” - Kevin Caron, CFA Resources Mentioned: Kevin Caron, CFA Washington Crossing Advisors Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of Agency Intelligence podcast, host Jason Cass sits down with Ryan Hanley, CMO of Linqura to discuss the future of the insurance industry, focusing on how agents can thrive in shifting markets through innovation, strategic branding, and leveraging AI. Key Topics: Impact of content sharing and fact-checking on social media Censorship trends across political lines Lessons on personal branding from Curtis Goldberg’s creative content Importance of gradual improvement in content creation Imitation as a tool for success and cross-industry inspiration Market shifts toward rate reductions, urging focus on renewals Ryan’s ITC role, enhancing agent engagement and event inclusivity Reach out to: Ryan Hanley Jason Cass Visit Website: Linqura Agency Intelligence Produced by PodSquad.fm

Billie Jo Galle, the visionary Senior Vice President of Marketing and Insurance Operations at TRICOR Insurance, brings a wealth of experience and a fresh perspective to our latest episode of the Agent Leader podcast. Billie Jo shares her expertise on balancing technological advancement with human growth within the insurance industry. We discuss TRICOR's exciting journey from a family-owned business to a thriving private equity-backed agency, fueled by strategic partnerships and a dedication to modernization. Discover how their agency leverages data and technology to achieve marketing excellence, refine sales strategies, and enhance business analytics in an ever-changing industry landscape. If your agency wants to get great results like TRICOR, visit www.sitkins.com/bookacall

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Cyrus Jaffery, Founder & CEO of Jaffery Insurance, the agency featured on the November 2024 front cover of Rough Notes Magazine.  Key Topics: Cyrus shares the honor of being featured on Rough Notes and how his agency’s focus on personal lines sets it apart. Cyrus discusses his transition from State Farm to running an independent agency during COVID-19. Jaffery Insurance has grown to 27 employees, 100 contractors, and $10 million in revenue through organic growth. The importance of hiring key people to manage operations and support growth. Cyrus shares his journey as an immigrant from Afghanistan and how it shapes his leadership. Cyrus discusses the future of insurance, highlighting the need for tech adoption and balancing growth with retention. Reach out to: Cyrus Jaffery Jason Cass Visit Website: Jaffery Insurance Rough Notes Magazine Episode Sponsors: This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover. Produced by PodSquad.fm

In this episode, James talks about breaking into commercial insurance, focusing on actionable steps and insights drawn from his own experience. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Breaking into commercial insurance offers far higher revenue potential than personal lines Choose a single niche to focus on and develop expertise in that industry Network with thought leaders and decision-makers to build credibility Use empathetic, client-focused communication instead of typical sales pitches Create SEO-optimized content targeted to your chosen industry niche Leverage industry partnerships to secure relevant carrier contracts Next week: James will cover how his agency dominated the real estate insurance niche

There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Erb and Young: https://www.erbandyounginsurance.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/ Brett Young: https://www.linkedin.com/in/brettins/ This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT’S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io/ to learn more.

In this episode of Power Women In Insurance, Teresa Kitchens chats about how she set goals and measures them. Key Topics: Choosing a guiding theme like “discipline” to focus business and personal goals Structuring goals within four core pillars—team, money, operations, and marketing Defining measurable goals that move beyond vague aspirations Engaging your team in goal-setting to create shared ownership Using accountability partners to track progress and celebrate wins Leveraging automation and personalized touches to enhance client relationships Setting “stretch goals” to challenge yourself without overwhelm Connect with: Teresa Kitchens Visit Websites: Sterling Insurance Group Produced by PodSquad.fm

Renowned sports psychologist Dr. Rick Jensen draws on his remarkable experience coaching 33 major champions across golf and tennis to reveal the mindset of elite performers. Dr. Jensen shares how performance psychology principles apply far beyond sports, offering powerful insights for excelling in insurance. He explores the value of specialization, emphasizing the competitive advantage professionals gain by becoming trusted consultants within specific niches rather than staying generalists. Highlights include: (00:00) - Rick Jensen on Growth and Leadership (12:51) - Specialization and Differentiation in Professional Advice (17:16) - Unleashing Achievement Mindsets in Leadership (32:30) - Analyzing Performance Stats for Success (39:19) - Measuring Performance Metrics in Agencies (43:36) - Learn From Experience (50:45) - Creating the Best Agency Our conversation delves into the transition from transactional to consultative relationships, highlighting how targeting a specific audience with tailored advice can elevate client connections and revenue. Dr. Jensen illustrates how professionals can benefit from a champion’s mindset, including achievement motivation, deliberate efficiency, and the importance of structured time management. This episode sheds light on practices that help top achievers reach new heights, offering listeners actionable strategies to build focus, resilience, and consistent growth. To get started on your agency's growth plan, visit www.sitkins.com/bookacall

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michael Cruz, Chief Operating Officer of Virtual Intelligence for a follow-up conversation on the 4-day work week. Key Topics: Successful implementation of a four-day workweek, improving productivity and employee satisfaction Use of AI tools like ChatGPT to streamline tasks and increase efficiency Shift in work structure to promote better work-life balance and retention Strategies for team scheduling to ensure coverage on off-days Leadership's role in embracing and managing change Tracking tools reveal that fewer work hours can still maintain high productivity Encouraging leaders to align present actions with future goals Reach out to: Michael Cruz Jason Cass Visit Website: Virtual Intelligence Agency Intelligence Produced by PodSquad.fm