Evolved Broker Podcast

Today I have the pleasure of interviewing one of the most powerful individuals in the insurance brokerage world. My guest today is the President and CEO of HUB International, Marc Cohen. Hub is the largest PRIVATELY owned brokerage in the world, in general they are the fifth largest brokerage in the world, and they have 14,000 employees. They are a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services from offices located throughout North America.

Marc started his career at Walter Kaye Associates in 1988. In 2004, Marc was featured in Business Insurance Magazine’s “40 Under 40” segment. He is a self-described work horse and is a prime example of starting at the bottom of an organization, becoming undeniably successful at each rank he was promoted to, and leading the organization by example.

Marc and I discussed:

• His early life growing up in NY

• His introduction to the insurance industry   

• Continuously climbing the ranks of a company experiencing massive growth

• Advice for new HUB employees and ideal acquisition targets

• And his vision for HUB

Learn more about Randy and Wedge: https://thewedge.net/

Follow Pat on Instagram: @patbcostello

https://www.evolvedbrokerpodcast.com/

Today’s guest is Randy Schwantz, author of “The Wedge” and one of the premier sales experts in the Insurance Industry. Randy is also President of The Wedge® Group, a business performance and sales consulting firm. A former salesperson himself, Schwantz has spent more than 10,000 hours talking with people who sell for a living.

His unique sales strategy has been embraced by hundreds of companies and thousands of individual sales professionals throughout the United States and Canada.

We discuss:

• Optimizing your home office for Zoom & GoToMeeting calls

• The difference between selling and winning in insurance

• Most common new producer mistakes

• What keeps producers from closing

• Conscious vs subconscious rapport

Learn more about Randy and Wedge: https://thewedge.net/

Follow Pat on Instagram: @patbcostello

https://www.evolvedbrokerpodcast.com/

My guest today is John Hahn, the Co-Founder and CEO of EPIC Brokers. EPIC is the 15th largest retail insurance broker in the United States. They have nearly $900MM in revenue and more than 3,000 associates across the country. John is from New York and played baseball in college as a pitcher throwing in the low 90s. He has an incredibly inspiring entrepreneurial spirit and a really enjoyed speaking with him.

Before founding EPIC, John helped start and sold Tri-City Brokerage which was one of the nation’s largest and most successful wholesale agencies. Anybody that is interested in entrepreneurship, overcoming adversity, the benefits of the insurance industry, running an enormous company, and the future of EPIC will really love this conversation.

John and I discussed:

• His college baseball career which included overcoming a huge injury

• His introduction to the insurance industry

• How he helped found and name EPIC Brokers

• How he hired 52 people in 4 days

• Why people need to consider joining EPIC

• How failure was by far his biggest teacher

• AND How the clothes you wear can supercharge your day

Learn more about John and EPIC at https://epicbrokers.com/.

Follow Pat on Instagram: @patbcostello

https://www.evolvedbrokerpodcast.com

My guest today is the CEO of one of the fastest growing wealth management/401k firms in the US. His name is Jon Porter. Forbes and RIA Channel recently recognized his firm, Three Bell Capital as the #1 Emerging Wealth Management Firm in the Country.

Jon is a graduate of Santa Clara Law School and worked closely with Steve Jobs on Apple’s legal team. Three Bell Capital has served as an enormous referral source for personal lines agents, commercial lines agents, and can help your agency dramatically expand the value proposition for your clients.

We discuss:

• What it was like to work with Steve Jobs

• Philosophies for Growing Three Bell Capital

• The story of Three Bell almost getting hacked + dealing with the SEC

• What our audience should know about their 401k plan

• Intersection with the Insurance Industry

• Cash Balance Plans for Insurance Agencies

Learn more about Jon and Three Bell: https://www.three-bell.com/

Follow Pat on Instagram: @patbcostello https://www.evolvedbrokerpodcast.com/