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FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits. episodes
- Ava Smith discusses how proper hiring practices can add to (or subtract from) your BOTTOM LINE.
With decades of experience in the Human Resources industry, Ava Smith discusses many of the important questions about hiring that small business owners have. To contact Ava for a complimentary consultation, please call 864 448-0939 or email [email protected]
32 min - Understanding the pitfalls of Emotional Investing with Parallel Financial Chief Investment Officer, Greg Towner
With 2 decades of experience in the investment management industry, Greg Towner discusses emotional investing and how to avoid it's negative consequences. For a copy of Greg's whitepaper on emotional investing, please email [email protected]
20 min - Dana Swarner helps to increase retention and revenue while bringing value to your client base.
Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering. Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews. The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time. These products can fit very will with your agency's other typical offerings.
If you would like additional information, please email [email protected] or call Dana at 864 723-6935
24 min - Vibrant Communication with Nicole Greer... How to take your communication skills to the next level.Nicole discusses the basics of communication, how to be referable, and team accountability. Any business owner should be on a constant mission to improve his/her communication skills. If you would like to to learn more about Nicole and her company, visit https://www.vibrantcoaching.com/28 min
- Answer these questions about your agency to have your best year ever!In the inaugural episode, Certified Financial Planner(tm), David Chudyk, discusses 5 important questions to ask yourself about your agency and gives proven tips to reduce procrastination12 min
About FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
From the publisher's feed
FINANCIALLY/COVERED gives insurance agency owners the tools to:
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)