In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro is joined by Heath Shesron to discuss the 4 THINGS you NEED to do for your insurance agency BEFORE the end of the year. 

Episode Highlights:

• Kelly discusses the importance of freedom and discipline (2:57)
• Kelly introduces and welcomes Heath Shearon in his first three-minute video. (3:35)
• Heath talks about job descriptions. (6:28)
• Kelly highlights their forthcoming special deals for November and December. (9:15)
• Kelly explains why having goals is incredibly helpful. (12:45)
• Heath talks about the things we need to get prepared to get ready for 2022. (15:37)

Key Quotes:

•  “When I'm disciplined about my plan, I know what winning is. I know what success looks like, I know how to track everything and where I should be. When I have no plan, I've got none of that.” - Kelly Donahue-Piro
• “If everybody in the team knows what everybody's roles are, and what everybody's expectations are, it truly helps for accountability across the entire team.”  - Heath Shearon
• “Goals are incredibly helpful because they allow us to, you know, have some freedom, but also put our energy and resources towards something.” - Kelly Donahue-Piro

Resources Mentioned:  

• Heath Shearon LinkedIn
• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners