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EP 123 - David Oltman, Balancing Customer Service and Efficiency
EP 123 - David Oltman, Balancing Customer Service and Efficiency
WHAT YOU’LL LEARN:LinkedIn
Facebook
In today’s world of artificial intelligence and having just about every convenience at our fingertips, we often want it all right now. But is it possible? Sometimes we need to slow down and not put efficiency in the forefront, but instead allow good old fashioned custom service to lead the way.
WHAT YOU’LL LEARN:
- How David feels his middle class upbringing affects why and how he does what he does
- What David thought it meant to be a financial planner when he initially entered the field
- Why David pivoted and now mostly focuses on property and casualty insurance
- What David feels has most changed and business and how we can use that to our advantage
- Why it’s so important to remember that we are all humans and that we need to offer each other some grace
- How David feels he is different as an insurance agent and one thing he does a lot of his clients haven’t experienced
- How a tough past has taught David how to be more resilient in all things he does
FAVORITE QUOTE:
“It takes being intentional, and thinking about what the customer wants, versus what’s always most efficient for us.”
- David Oltman
CONNECT WITH DAVID
I'm David Oltman the owner of Clarity Insurance Group. I've been married for 9 years and have two kids. I've been running my own agency for a year now and have been in the business in some capacity for the last ten years. Growing up poor. We didn't have much growing up and there was a lot of skills and tenacity that I learned at a young age that helps everyday in running a business.
ClarityInsuranceTeam.com
___________________________________________________________________________
CONNECT with Lori:
Facebook: @LoriMJewett
Instagram: @jewettlori
The “80HD Book” - ORDER HERE!
This isn’t just another podcast—it’s a deep dive into the raw, unfiltered power within YOU. We’re all walking around with hidden strengths, untapped potential, and next-level abilities just waiting to be unleashed. And guess what? We’re digging deep to find them!
Whether you're on a journey of personal growth, chasing big dreams, or ready to leave your mark on the world, this podcast is your go-to guide for tapping into that inner superhero. 🚀
Hit play, buckle up, and get ready for real conversations, powerful insights, and the inspiration you didn’t know you needed.
🎧 Catch this and every episode of Lori Jewett: Unscripted on Apple Podcasts—let’s do this!
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By Lori JewettEP 123 - David Oltman, Balancing Customer Service and Efficiency
WHAT YOU’LL LEARN:LinkedIn
Facebook
In today’s world of artificial intelligence and having just about every convenience at our fingertips, we often want it all right now. But is it possible? Sometimes we need to slow down and not put efficiency in the forefront, but instead allow good old fashioned custom service to lead the way.
WHAT YOU’LL LEARN:
- How David feels his middle class upbringing affects why and how he does what he does
- What David thought it meant to be a financial planner when he initially entered the field
- Why David pivoted and now mostly focuses on property and casualty insurance
- What David feels has most changed and business and how we can use that to our advantage
- Why it’s so important to remember that we are all humans and that we need to offer each other some grace
- How David feels he is different as an insurance agent and one thing he does a lot of his clients haven’t experienced
- How a tough past has taught David how to be more resilient in all things he does
FAVORITE QUOTE:
“It takes being intentional, and thinking about what the customer wants, versus what’s always most efficient for us.”
- David Oltman
CONNECT WITH DAVID
I'm David Oltman the owner of Clarity Insurance Group. I've been married for 9 years and have two kids. I've been running my own agency for a year now and have been in the business in some capacity for the last ten years. Growing up poor. We didn't have much growing up and there was a lot of skills and tenacity that I learned at a young age that helps everyday in running a business.
ClarityInsuranceTeam.com
___________________________________________________________________________
CONNECT with Lori:
Facebook: @LoriMJewett
Instagram: @jewettlori
The “80HD Book” - ORDER HERE!
This isn’t just another podcast—it’s a deep dive into the raw, unfiltered power within YOU. We’re all walking around with hidden strengths, untapped potential, and next-level abilities just waiting to be unleashed. And guess what? We’re digging deep to find them!
Whether you're on a journey of personal growth, chasing big dreams, or ready to leave your mark on the world, this podcast is your go-to guide for tapping into that inner superhero. 🚀
Hit play, buckle up, and get ready for real conversations, powerful insights, and the inspiration you didn’t know you needed.
🎧 Catch this and every episode of Lori Jewett: Unscripted on Apple Podcasts—let’s do this!