Join us for an engaging conversation with Tom Faulconer, Professor of Risk Management, and Insurance at Butler University, practicing attorney, and financial advisor. 

Tom brings a wealth of experience from his distinguished career in the insurance industry, having served in leadership roles such as Director of Agency Training, Senior Vice President of Marketing, and Chief Marketing Officer at Indiana Farm Bureau Insurance.  In this first episode, we explore:

• Working ON your agency vs. IN your agency
• Making the leap from producer to managing producers
• Leveraging data to develop and empower your team
• Balancing discipline, diligence, and vision to create your “lifestyle for the future”

Tom is also a facilitator in our Mastering Agency Management professional development series.  https://equisconsulting.com/mastering-agency-management/

 Invest in yourself—enroll in our next session today!

Wrapping Up Our Conversation with Steve Cissna
Owner & President of Reedy Insurance Services, Seymour, Indiana

Steve shares his thoughts on agency perpetuation and some hard-earned wisdom from his journey:

• Choose Your Path: Will you pass your agency on to your team or sell to private equity?
• Grow Smart: Don’t rely on profitability bonuses—focus on organic growth and managing expenses.
• Lead with Flexibility: When staff are late, stay calm and ask yourself—will this really change my life?
• Stay Positive: Insurance has its challenges, but it offers freedom, good income and the chance to help others.
• Document Everything: Good records support what “really happened” vs. “what others think happened.”
• Put Clients First: Always err on their side.
• Learn from Competitors: Conversations can lead to growth.
• Keep Connections Alive: You never know when you’ll need a helping hand.

We’re back for Part Two of our chat with Steve Cissna, Owner & President of Reedy Insurance Services in Seymour, Indiana. Steve dives into how he navigates the mix of certainty and risk when making big decisions to grow his agency.

Here’s what we cover:

• Growing smart: What to think about when hiring new staff, bringing on agents, or expanding into new territories.
• Opportunity vs. timing: How to recognize when a growth opportunity is close enough to the plate to take a swing.
• Strategic choices: The pros and cons of hiring in familiar territory vs. buying an agency in a brand-new market.
• Culture matters: Why creating a flexible, family-like work environment makes all the difference. Steve believes people shouldn’t feel guilty for picking up their kids early—work should support life, not compete with it.
• Playing nice: Building strong relationships with other local agencies. As Steve puts it, “It’s a friendly sandbox if you can make it that way.”

We’re joined by Steve Cissna, Owner & President of Reedy Insurance Services in Seymour, Indiana. Steve opens up about his experience buying and growing a family-oriented independent agency — and what he’s learned along the way.

We talk about:

• Buying an agency vs. building one from the ground up
• Why matching with the right carriers really matters
• Getting a handle on the financial side of ownership
• The not-so-fun (but necessary) business plans every carrier wants
• How agency decisions can ripple through family life

Whether you're thinking about buying an agency or just want to hear from someone who's done it, this episode is packed with insights you won’t want to miss.

Program Description: In this Part 2 episode, John Horton of HOGAN Assessment Systems discusses the importance of leadership self-awareness and identifying the gap between a leader’s self-identity and his or her workplace reputation. 

 Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Program Description: In this episode, John Horton of HOGAN Assessment Systems discusses the importance of leadership self-awareness and identifying the gap between a leader’s self-identity and his or her workplace reputation. 

 Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Program Description:  In this episode, Suzanne shares with us her life experiences that would later shape her leadership style.  As the observant daughter of her mother, a business owner and her father, a funeral home director, Suzanne credits their influence in fashioning her own leadership view which values both business and empathy.

 Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Program Description:  In this episode, Suzanne shares with us her life experiences that would later shape her leadership style.  As the observant daughter of her mother, a business owner and her father, a funeral home director, Suzanne credits their influence in fashioning her own leadership view which values both business and empathy.

 Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Program Description:  In this episode, Karen shares with us the lessons that she learned in her early years as a manager in the retail drugstore industry through several human resource positions.  All leading her to the current position of Vice-President of Talent Management for this Fortune 500 insurance company. 

Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Program Description:  In this episode, Karen shares with us the lessons that she learned in her early years as a manager in the retail drugstore industry through several human resource positions.  All leading her to the current position of Vice-President of Talent Management for this Fortune 500 insurance company. 

 Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.