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Monica Adwani with BZR Insurance
Monica Adwani shares her journey from Puerto Rico to the U.S., her early years of the insurance industry with Liberty Mutual Insurance Company, Savvital (a Virtual Assistant company she founded with partner Troy Thompson), her time as a partner with BRZ Insurance agency, and her podcast called TranscendWithM. Her favorite iPhone app is Monday and she cannot live without it!
Episode Highlights:
Monica discusses her journey of self-discovery after an 8-year stint at Liberty Mutual, explaining how she explored different agencies before she joined forces with Troy Thompson to launch Savvital. (8:32)
Monica shares the story of how she and Troy Thompson put their heads together, saw the potential of their concept, and kicked off Savvital. (17:11)
Monica discusses her motivation to start her podcast, TranscendWithM with her intention to share narratives featuring the journeys and hurdles of successful women. (21:20)
Monica mentions the factors she considers when gauging her podcast statistics, such as the proportion of female, male, and non-binary listeners. (27:08)
Monica shares that she depends on her calendar app, especially Monday, for managing both her personal and professional obligations. (35:17)
Monica explains that she's preparing to discuss strategies for achieving operational success and expanding a business within the insurance sector at the forthcoming Innovation Conference in Chicago. (41:13)
Dave discusses the forthcoming IAOA Innovation 2023 Conference, exclusive to IAOA members, and gives a glimpse into Monica's presentation about bringing fresh ideas into independent agencies. (43:07)
Key Quotes:
“When you're doing whatever you're doing, pursuing your passion and actually with purpose, I think business ownership is not as difficult as people paint it to be” - Monica Adwani
“If you are not set up operationally, the way that you need to be in order to remove yourself from the agency, this is going to be very difficult for you to scale. So, we're going to talk about how to how to operationally succeed and scale your business and having the right pieces in place for you to achieve that.” - Monica Adwani
Resources Mentioned:
Monica Adwani LinkedIn
Savvital
BRZ Insurance
IAOA Innovation 2023 Conference
Reach out to Dave Jackson
Independent Agency Owners Alliance | IAOA
View all episodes
Monica Adwani shares her journey from Puerto Rico to the U.S., her early years of the insurance industry with Liberty Mutual Insurance Company, Savvital (a Virtual Assistant company she founded with partner Troy Thompson), her time as a partner with BRZ Insurance agency, and her podcast called TranscendWithM. Her favorite iPhone app is Monday and she cannot live without it!
Episode Highlights:
Monica discusses her journey of self-discovery after an 8-year stint at Liberty Mutual, explaining how she explored different agencies before she joined forces with Troy Thompson to launch Savvital. (8:32)
Monica shares the story of how she and Troy Thompson put their heads together, saw the potential of their concept, and kicked off Savvital. (17:11)
Monica discusses her motivation to start her podcast, TranscendWithM with her intention to share narratives featuring the journeys and hurdles of successful women. (21:20)
Monica mentions the factors she considers when gauging her podcast statistics, such as the proportion of female, male, and non-binary listeners. (27:08)
Monica shares that she depends on her calendar app, especially Monday, for managing both her personal and professional obligations. (35:17)
Monica explains that she's preparing to discuss strategies for achieving operational success and expanding a business within the insurance sector at the forthcoming Innovation Conference in Chicago. (41:13)
Dave discusses the forthcoming IAOA Innovation 2023 Conference, exclusive to IAOA members, and gives a glimpse into Monica's presentation about bringing fresh ideas into independent agencies. (43:07)
Key Quotes:
“When you're doing whatever you're doing, pursuing your passion and actually with purpose, I think business ownership is not as difficult as people paint it to be” - Monica Adwani
“If you are not set up operationally, the way that you need to be in order to remove yourself from the agency, this is going to be very difficult for you to scale. So, we're going to talk about how to how to operationally succeed and scale your business and having the right pieces in place for you to achieve that.” - Monica Adwani
Resources Mentioned:
Monica Adwani LinkedIn
Savvital
BRZ Insurance
IAOA Innovation 2023 Conference
Reach out to Dave Jackson
Independent Agency Owners Alliance | IAOA