Trusted Advisor Podcasts by The Iroquois Group

Guest Scott Addis, founder of Beyond Insurance, picks up his conversation with Charlie on goal setting. In this episode we look at ways to empower producers with the goal setting process. Scott and Charlie role play the types of conversations that will get your team operating at peak performance and it all starts with clear-eyed goal setting techniques.

Starting this month, the Trusted Advisor Podcast is changing its release schedule to the 1st and 3rd Tuesday of the month. We also want to give a big thank you to all the wonderful and knowledgeable guests who have advised us and our listeners over the past year and a special thanks to you, our listeners for tuning in and sharing The Trusted Advisor Podcast. Remember to tune in next week as we continue part 2 of our conversation with Scott Addis. Scott shares his perspective on setting producer goal and reminds us that an agency leader should inspire others to visualize, dream and set goals.

Guest Scott Addis, founder of Beyond Insurance, dives deep into the power of goal setting. He reminds us of what we can achieve in business and life when we set meaningful goals for the year, the quarter, and the week. High performers whether in sports, entertainment, or insurance have the ability to envision where they want to be and to execute on their goals.

We're wrapping up Season 1 of the Trusted Advisor Podcast with some exciting news! Trusted Advisor producer Kelsey Branch passes the torch to the new Creative Director at Iroquois, Alex Meiser, and Alex gives us his thoughts on building a solid brand. Tune in to discover what's next for the Trusted Advisor Podcast.

Shanna Muscavage's earliest experiences in the insurance industry are why she has so much respect for independent insurance agents. After answering an ad on Craigslist to become a CSR for a local agent, there was no looking back. With years of agency management experience under her belt, Shanna is ready to dive in here at The Iroquois Group. She knows how to wear many hats and has her wits about her when it comes to what is going on in the industry. Tune in to hear her thoughts on the current M&A activity.

Return guest Ian Altman joins us a part of a panel discussion after two of our Member Agents completed the Same Side Selling course work. Courtney Lynn, a commercial lines advisor at Weed Ross saw her ability to close accounts increase. While, Mike Mullaney, CEO of Titan Insurance felt his confidence skyrocket along with his account revenues. This conversation will be beneficial for any agency looking to up their success in this hard market of increased premiums and tighter coverages.

Pilling on to decades of experience in the insurance industry, Dale Main has joined The Iroquois Group as a Regional Manager in both Washington and Montana. These states see a huge amounts of Farm and Agriculture business and Dale is a true Trusted Advisor in this space. Whether you focus on the commercial or personal lines side of Farm and Ag, Dale is equipped to have the conversations and help optimize.

A great perk of joining The Iroquois Group is gaining access to our vendor partners. We continuously nurture these relationships so that our member agents have easier and better access to these businesses that are essential to a well-run independent insurance agency. Jeff Teschke has built Forge3 from the ground up. Not only is the whole platform built specifically for the independent agent, but Forge3 also includes a network other Forge3 users from whom you can learn and share ideas. Tune in today to hear more about the F3 Network.

We all know someone who has been a middle manager, or we may even be a middle manager ourselves. Scott Mautz joins us for part two of our podcast this week to share some of his best leadership secrets. This episode even comes with a free 30-page workbook to accompany the bestselling book "Leading from the Middle." Listen in to learn how to lead upward, downward and across an organization.

Scott Mautz joins us this week and next for a two-part conversation about leadership. This week, Charlie Venus of Iroquois and Scott review a few of Scott's many articles. We touch on the flaws of introspection, how to remain mindfully present in today's world, and the top characteristics of a good leader.