Above The Business

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.

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 at www.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. 

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 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 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?

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 at www.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. 

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 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.

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.

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 this episode.  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

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 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.

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

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.