Get Savvy Podcast

Get Savvy Podcast

By Get Savvy PodcastBusiness
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Get Savvy Podcast episodes

  • Get Savvy with Warda Tauqeer

    On #TheGetSavvyPodcast Episode #11, Troy Thompson is joined by the senior associate - client services, Warda Tauqeer!


    Warda is a gem of a person and is the glue that sticks organizations together. In this podcast, Warda talks about how she found Savvital, her previous life as a career counsellor, her experience with Scott in the construction industry, and being an HR specialist at Savvital.

    18 min
  • Get Savvy with Ammun Khan

    On #TheGetSavvyPodcast Episode #10, Troy and Monica are joined by the executive assistant to Troy Thompson and Monica Adwani, AMMUN KHAN!  Undoubtedly, being an efficient Executive Assistant takes time and research. In the beginning, Ammun spent unlimited hours understanding the different personality traits of Troy and Monica and mimicking their styles. It’s safe to say that the last six months with her have proven to be genuinely astounding.

    22 min
  • Get Savvy with Ameenah Fawad

    On The Get Savvy Podcast Episode 9, Troy and Monica are joined by a Savvital Virtual Professional! Ameenah Fawad is our first internal guest.  Ameenah Fawad is a virtual professional currently working for Pinnacle Insurance of Minnesota. She is a valuable part of the Pinnacle Insurance team and her daily tasks are an integral part of the agency’s mission

    13 min
  • Get Savvy with Heath 'The Mayor' Shearon


    On today's 'The Get Savvy' podcast, we have with us 'The Mayor' Heath Shearon. Heath Shearon was dubbed 'The Mayor' by his colleagues because he would frequently speak or be involved in conferences and seem to know everyone. So when Heath started his podcast "Insurance Town," he dawned the monicker 'The Mayor of Insurance Town' and it seemed to stick.
    The Mayor is a second-generation insurance professional with almost 20 years experience in the sales and marketing industry. However, that's not all. He is a podcast host, agency owner, marketing rep, and producer. His passion for the insurance industry and helping people tell their stories is one of the most significant factors for his success.
    Currently, he is a performance coach at Agency Performance Partners (APP). He's currently working on a commercial project that he considers a passion project. "APPX commercial" is a six-month comprehensive course with multiple sections on prospecting, cold calling, and client experience, among other essential courses. The course is more geared towards external producers, the aggressive salespeople hunting for leads, and those who are proactive in nature.
    Even though business practices have changed over time, Heath believes that seasoning new producers with old-school techniques is still essential, like knowing how to successfully cold call clients. However, his course also integrates more modern techniques, such as how to get a Virtual Professional to help you organize and take care of all the nitty-gritty details. So that at the same time, the agent can go out and execute those sales instead of being caught doing time-consuming day-to-day tasks.
    When asked what he thinks people don't consider or think about too much regarding growing their agency and training producers. The Mayor thinks agents, producers, or CSRs aren't proactive enough. It's more than just sending out emails or texts; there are better ways to connect or stay connected with clients. It's always been about building relationships; as time goes by, there are newer and better ways to do this.
    Heath shares how there wasn't any source of information to help you build a relationship with your clients in the past. There was door-to-door service and beepers with zero help to break the ice when cold calling. Agents would have to deal with doors being physically slammed in their faces and work around the constant disappointment of not closing a sale.
    However, now you can research your carriers, read about their interests online, and get to know them before the first meeting to help secure that sales pitch. It's about spending those extra two minutes proactive and getting that call instead of waiting hours for things to happen.
    APP has a subscription model, where for a payment of $240, you have access to hundreds of hours of training. For training, CSRs, Sales team, Time Management - alongside The Mayor's commercial course dropped on the 15th of July 2022. It's helpful for any agency starting up or an agency that needs to train new staff. He suggests that having Virtual Professionals go through these courses is incredibly beneficial. It helps them better understand behind the scenes how everything operates.
    In his opinion on the does and don't with Virtual Professionals, The Mayor says he gets highly annoyed when people differentiate between in-office staff versus Virtual Professionals. It's detrimental to the process and the professionals when they aren't treated as if they aren't part of the company's core. Just because there is a distance between the office and the Virtual Professional does not mean they aren't part of the team.
    He insists on always having a plan for your virtual professionals and not expecting them to know everything from the get-go. Like any other in-office staff, the key is to train and communicate. With proactivity comes accountability, and with accountability, the employees feel they have a say in the company's proceedings. Creating that f

    29 min
  • Get Savvy with David R. Carothers

    On This episode of The Get Savvy Podcast, Troy and Monica are joined by David R. Carothers; The Principal at Florida Risk Partners, International Best-Selling Author of ‘The Extra 2 Minutes’ and ‘The Dirty 130’, and a Partner at Savvital, David R. Carothers is an absolute genius, to say the least. On the Podcast, we discuss the importance of Virtual Professionals and the implementation of proper processes.

    31 min
  • Get Savvy With Jeff Shi

    In this episode Troy, Monica chat with Jeff Shi about his journey, strategies to grow your business, people, and his philosophy on following his 7 Pillars to grow your business. This is the first time Jeff shares in-depth how he strategically grew his businesses and how his team continues to succeed by having a process-driven organization where everything is measured to the minute!   

     

    1 hr 4 min
  • Get Savvy With Brittany Bergum

    Join Monica & Troy in a conversation with Brittany Bergum, CEO of the Guardian Insurance Group. In this episode, they focus on talking about Sales Processes and the importance of creating expectations with clients. Having a strong foundation in the core of your process dictates how efficiently you will perform on every transaction. 

    28 min
  • Get Savvy With Peter Macdonald

    Monica & Troy meet with Peter Macdonald Founder Of Wunderite to chat about business lessons, entrepreneurship, and how Insure-tech is helping the our industry move forward. 

    41 min
  • Get Savvy With Kelly Donahue-Piro

    Want to learn the secret formula with eight amazing suggestions from one of the best insurance coaches in the biz, listen to this episode with Kelly Donahue, Founder of Agency Performance Partners. She drops some amazing value about how to grow your business and work more profitably to scale your agency! 

    44 min
  • Get Savvy With Avery Moore

    Don't miss this super dynamic conversation between Avery Moore of ECI Insurance, Troy & Sarah Thompson, and Monica Adwani. They chat about agency buyouts, legacy, culture shifts, virtual professionals, marriage, and many other aspects of agency ownership. 

    36 min

About Get Savvy Podcast

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Get Savvy focuses on having conversations with fellow business-owners about the best ways of elevating and leveraging your business. We promise you will get better at managing your business with the…