Welcome to this episode, "Insurance Certificates – What They Are and When You Need Them". In this episode, our host Stephanie Fisher, Regional Director, and expert guide, dives into the essential (and sometimes tricky) world of insurance certificates with special guest, Carrie Lawson Joubert of InspectorPro. In this episode, we're breaking down everything you need to know about insurance certificates—what they are, why they're important, and when you’ll need one. From the essentials for builders to the special considerations for condo associations, Stephanie and Carrie cover it all.

We’ll explore how InspectorPro supports franchise owners by meeting builder requirements, helping streamline those requests with ease. Plus, discover why builders ask for these certificates, what to be aware of when condo associations are involved, and tips on when not to provide a certificate. And we won’t leave out insights on loan implications. So grab your headphones and tune in for this fun, informative chat on all things insurance certificates!

This episode is part of the Larger ‘Insure Your Success’ series.

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

For those of you who prefer the audio version, here is the September 2024 All Franchise Business Owner RoundTable Recording.

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

Welcome to the sixth episode of the “Insure Your Success” series with your host Stephanie Fisher, featuring industry expert Carrie Lawson Joubert of InspectorPro. In this episode, " The Difference in Inspecting Condos Verses Single Family Homes," we're diving deep into the world of condo and townhome inspections—key components of your risk management strategy. Whether you're a seasoned Franchise Business Owner or new to the game, this episode is packed with insights to help you navigate the complexities of these unique properties.

We'll define what exactly constitutes a condo and discuss how inspections apply to managing risks effectively. Learn about the crucial role of Condo VIAs in OnePoint and what you should and shouldn't inspect. We'll cover everything from setting proper expectations with clients before, during, and after the inspection, to ensuring clarity on what’s your responsibility versus what falls under the HOA's jurisdiction.

Stephanie and Carrie also explore the nuances of townhome inspections—discussing key areas like roofs, attics, and HVAC systems, and how they differ from other property types like villas and garden homes. Plus, we’ll tackle the unique challenges posed by high-rises and multi-unit inspections.

This episode is all about empowering you to set the right expectations with your customers, ensuring you have the proper agreements in place, and managing your exposure effectively. Tune in for a comprehensive guide that will elevate your understanding and approach to condo and townhome inspections!

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

Join us for the first episode of "Elevate Your CEP Game," series where host Stephanie Fisher and veteran Franchise Business Owner Dave Dalfino delve into the essentials of delivering Continuing Education Programs (CEPs). With over 20 years of experience, Dave shares his invaluable insights on how to effectively start, present, and follow up on CEPs.

In this episode, you will learn:

Getting Started: How to secure a spot on the calendar and contact the right people.

Presentation Tips: Crafting compelling CEP flyers, consulting with offices, and delivering engaging sessions whether in-person, hybrid, or via Zoom.

Scheduling Strategies: Balancing time, deciding between single or series sessions, and setting ambitious yet achievable goals.

Engagement Techniques: Interactive strategies, Q&As, personal stories, and best practices for captivating your audience.

Logistics Management: Handling attendance, bringing the right refreshments, and using tools like ShareCard and QR codes to boost attendance and measure ROI.

Follow-Up Tactics: Ensuring prompt and impactful follow-ups to maintain momentum and gain traction in offices.

Discover how Dave aims to reach 1,000 realtors annually and how you can apply his strategies to bring value and drive success in your CEPs. Tune in to learn from the best and elevate your CEP game!

Don't miss out on these expert tips and proven methods to make your CEPs a hit. Listen now!

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

In this fifth episode of the "Insure Your Success" series, host Stephanie Fisher welcomes Carrie Lawson Joubert from InspectorPro to explore the critical aspects of incorporating Added Services into your home inspection business. As Franchise Business Owners, understanding the implications of expanding your service offerings is vital to your success and protection.

Stephanie and Carrie dive into what constitutes an Added Service in the home inspection industry and how these services can significantly impact your business operations and insurance requirements. If you use subcontractors, get insights on legal and insurance considerations, handling complaints, and using Added Service Riders.

Whether you're planning to expand your services or already have several Added Services, this episode provides the essential information you need to protect and grow your business. Tune in for expert advice and practical tips.

For those of you who prefer the audio version, here is the June 2024 All Franchise Business Owner RoundTable Recording.

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

Welcome to "Building a High Performance Team," where host Chuck Gravely interviews Paul Holt, a seasoned Franchise Business Owner, to uncover the strategies behind his thriving business. In this episode, Paul shares the structure of his high-performing team, including his new Sales and Marketing Director, team leads, and back office admin team. He discusses how his military background has helped him establish a measurable leadership system with clear goals and benchmarks, emphasizing the importance of involving employees in goal setting, tracking progress, and celebrating successes.

Paul delves into the significance of weekly meetings in creating a culture of accountability and driving business objectives. He also highlights the critical role of managers in his organization and how they contribute to the company's growth. Through his vision and managerial strengths, Paul demonstrates how to effectively lead a team and ensure every member is aligned with the business goals. Whether you're a seasoned Business Owner or just starting out, this episode offers valuable insights into building and leading a high-performance team. Tune in to transform your leadership approach and elevate your team's success.

Click the link to access PTPTV and watch the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

Welcome to the fourth episode of the "Insure Your Success" series. Join your host, Stephanie Fisher, Regional Director, as she sits down with industry expert Carrie Lawson Joubert from Inspector Pro Insurance to delve into the critical topic of Errors and Omissions (E&O) claims.

In this insightful episode, Stephanie and Carrie outline the key causes of claims in the inspection industry, providing you with the knowledge to identify potential issues and implement strategies to prevent them. Learn how to manage client expectations effectively from the start to the end of the inspection process, ensuring transparency and trust throughout.

Discover the Top 5 scenarios that commonly lead to claims and gain practical tips on how to avoid them:

1. Water Damage Claims
2. Mold Claims
3. Roof-Related Claims
4. Foundation Claims
5. Plumbing Claims

By understanding these common pitfalls and knowing what to look for, you can limit the number of frivolous claims and protect your business. Tune in to gain valuable insights and safeguard your inspections from costly mistakes.

Click here to access PTPTV to view the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

Join host Charles Furlough in an illuminating session with Danny Shetter, the 2023 Rookie of the Year. In this episode, Danny unveils his journey to success, thriving even in the face of challenging market conditions. Tune in as Danny shares his invaluable insights on building relationships with realtors and his relentless pursuit of opportunities to connect with realtors, constantly striving to do more and stay ahead in the game. Gain a firsthand glimpse into Danny's bustling marketing days, where he integrates digital marketing, social media, networking groups, office presentations, coffee meetups, open houses, calls and face-to-face interactions to engage with agents’ multiple times daily. Learn how Danny's strategy revolves around staying consistently visible to agents, a tactic he believes is paramount for continued growth.

Join us as Danny Shetter shares his infectious enthusiasm for pushing through challenges, getting addicted to success, and embracing the thrill of achieving goals. Don't miss out on the opportunity to learn from Danny's inspiring journey and discover how refusing to give up can lead to endless opportunities.

Click here to access PTPTV to view the video version of PTPPodcast: https://www.youtube.com/playlist?list=PL09NiSicoKHKRRO0El5mht5n1QLWqPwNn

For those of you who prefer the audio version, here is the March 2024 Round Table Recording.