Want a good - and free - client retention tool? You already have one and it’s called social media. Insurance agent turned social media guru Justin Lair talks to The Trusted Advisor and gives tips for every agency, from social media beginners to veterans, about posting on Facebook, Linked In and Instagram.

Mark Reilly of inBuzz Group joins the Trusted Advisor to share what he has learned from experiencing the trials and tribulations of hiring multiple producers over the span of his career as an independent agent. You will leave this episode with a checklist of do’s and don’ts as well as a few new quips for your banter tool belt.

Charlie Walker, a long-standing pillar of The Iroquois Group team, joins the Trusted Advisor Podcast and his comments will resonate with agents, carrier reps and customer service folks alike. He tells us how he basically fell into the insurance industry, stuck with it, and eventually became an E&O expert.

Have you ever heard a smile? You will hear that and so much more when listening to this episode. Carol Cole, assistant VP of Business Development at XS Brokers, explains what E&S really means and how a company can make this their business. She explains how to find the right wholesaler for you and even debunks the myth that non-brand name companies provide substandard coverage.

Iroquois Regional Vice Presidnet Kevin McKay spends 7 minutes with the Trusted Advisor and gives an inside view on how he helps people stay in the know as well as his own personal development. Have you ever gone through the steps of an experience transformer? Or considered your 25-year plan? Kevin McKay walks through both in this episode.

Join Aaron Benton as he tells The Trusted Advisor why relationships, which are often seen as the way into selling a new large account, are just as critical to maintaining that account. Aaron, in his laid-back conversational style, shares several real-life experiences that brought this point home to him as he looked to grow his agency by writing middle market accounts.

Psychologist, Dr. Erin Cornelius, joins us for a special episode regarding how to manage some of the new feelings that have come along with the coronavirus pandemic. Are your kids interrupting your meetings? Does your spouse talk loudly on their phone calls? Dr. Cornelius helps answer how to work through these new daily norms.

Aaron Benton of the Genesee Valley Agency needed a helping hand when it came to writing a complicated middle market account. Aaron shares his story about reaching out to Charlie Venus, V.P. for Middle Markets and Specialty at Iroquois, who helped him land the account. Join The Trusted Advisor Podcast to learn what knowledge Charlie was able to bring to the table and much more.

Most agencies want to be on the leading edge when it comes to customer service and we’ve been told becoming a digital agency is a great way to do that. But just what does it mean to be a digital agency? Join the Trusted Advisor as we chat with Steve Refitt, who walks us through what a digital agency looks like. He also addresses the biggest challenges an agency typically faces in the transition process and gives us some tips on how to get past them. Through examples like Blockbuster vs Netflix and Taxis vs Uber, Steve helps listeners understand that this change is approachable and necessary. Take the first step by listening to this episode of the Trusted Advisor Podcast.

Laurie Branch joins us in the studio again. She talks about the biggest thing she learned from getting her Ph.D. and regales us with stories of carrier and agency relationships during her tenure at Iroquois pointing out how much the industry and Iroquois have transformed over the last 40 years. Finally, she talks about the what next decade will look like for Iroquois Group. Join us on the journey.