Chris and Paul welcome Connie Kadansky from Exceptional Sales.  This discussion focuses on increasing the chances of success by using the SPQ Gold Assessment at the time of hire and for developing your current producers.  

February 6, 2023 update: Matt Curran and Brandt Bowman have started their own law firm: curbow LLC.  They can be reached at [email protected] and [email protected].
Chris and Paul welcome Brandt Bowman and Matt Curran from Penwell Bowman + Curran, LLC.  The discussion centered around legal issues during all phases of an agency lifecycle.  We discuss what to look for in a law firm and the various types of contracts and agreements you should consider for your business.

Chris and Paul talk about management techniques to help minimize staffing challenges.  

Chris and Paul and welcome Anurag Shah from Aureus Analytics.  The discussion focused on innovation and how technology can impact talent in your organization.  

Adam Klug from Specialized Recruiting Group joins Chris and Paul to discuss how to attract employees in this environment, the importance of career mapping, and how strong leadership can improve employee retention.

Tracy Goodwin from Captivate the Room joins Chris and Paul to discuss how to use your true voice when interacting with clients and prospects. 

Chris shares the story of how he got started in insurance and then made the move into consulting.  It's a fun and enlightening conversation.  

Jim Gardner, CEO of ViewSpection, joins Chris and Paul to talk about how agents can use the inspection process to help their clients and differentiate them from the competition.  

The vast majority of information around the sale of an insurance agency focuses on financing structures.  In this episode Chris and Paul are excited to welcome Jay Brenneman to discuss the psychology of ownership transitions.  How does an owner decide to move toward a legacy transition or a sale successfully?  Why is it important for an owner to develop personal goals outside of the business?  At what age should they start a dialogue about their ideal transition scenario?  Listen in as Jay imparts his wisdom.  This is a topic you won't hear anywhere else.   

Chris and Paul are pleased to welcome Brian Turner to the podcast.  Brian shares some great insights into Employee Stock Ownership Plans (ESOPs).  An ESOP may just be what you are looking for when planning for the perpetuation of an insurance agency.