If they cant do this and bring in leads, qualify and prospect, then it doesn't matter how much they know about insurance or if they know how to use the software to process business either. This is the first step you must take as an agency owne

67. Access to My Second Brain!

Nov 7th, 2022 59m 41s

Feeling unorganized? Writing the things you need to save on post-it notes everywhere? Journals all over? Lists in different places? Random pieces of paper with scribbles? Maybe even napkins with spontaneous ideas? You need to know about the AG

67. How To Organize Your Entire Business

Oct 31st, 2022 59m 41s

We need to have a place to gather the information we get = input, to spend time processing that information= planning, and to create an output= execution in our business. Notion allows you to have a place that is fully customizable to your need

66. How to Boost Your Productivity Quickly

Oct 25th, 2022 9m 11s

We all have the same amount of time in a day. It is what you do with it and how you manage to stay on task with what your true priorities and goals are that matters. Here are four tips I use to manage 6 businesses, 3 kids, a household, and a ha

65. Steps to a Million Dollar Agency

Oct 18th, 2022 1h 17m

Isn't everyone's dream to get to a million-dollar recurring revenue insurance agency? Well, that is what we have done 2X and taught many clients exactly how to do! In this podcast, I completely break down our easy-to-follow framework so that yo

64. How the power of pause grew my business 10 fold!

Oct 11th, 2022 18m 36s

Before we made the jump from a captive agency to independent we didn't want to make the mistake we did the first time which was just winging it. Because this time we knew better what we were doing, we were experienced, and if we could just get

63. Get in your flow! With Crystal Keath, Hypno Breath-work Coach

Oct 3rd, 2022 23m 44s

Crystal is on a mission to make a difference for people actively maintaining their businesses who are challenged by staying consistent, feeling in control, and dealing with the anxiety and pressures of everyday life. She helps her clients impro

62. Roles of the CEO and How to Grow

Sep 26th, 2022 48m 2s

This week I'm breaking down all the roles a CEO plays in their agency. You think you're just the boss lady, but often times we find ourselves slipping into all the roles and doing all the things. Let's talk about what that SHOULD look like if y

61. A Women's Intention with Kat Mendez

Sep 13th, 2022 42m 11s

This incredible woman was a speaker at Unfiltered Experience. Learn more about A Women's Intention https://awomansintentions.com/Want to access the entire 3-day conference and speakers? Unfiltered Experience is now available virtually for

60. How to STAND OUT with Leadership Marketing with Katrina Aronson

Sep 12th, 2022 30m 50s

In today's podcast Katrina Aronson and I, get deep into how to stop wasting time and energy on a flat brand that falls short for your business.She explains that spending some time discovering what you want to be known for and who you are, are

59. How to Take Challenges in Your Biz and Find Solutions to Create a Plan

Aug 31st, 2022 40m 19s

Let's talk about what's holding you back from the PROFIT you could be making. What's overwhelming you? Are you just slapping a band-aide on the issues just to survive?I'm going to walk through how to tackle all those "to-do" things without los

58. The "Success Formula" Part 4 of 4

Aug 26th, 2022 8m 35s

I am sharing my success formula with all of you in this 4 part series. Part 4 is all about managing the freedom. Having a healthy relationship with your money is going to be the biggest asset as you continue to grow and scale your business! Tim

57. The "Success Formula" Part 3 of 4

Aug 25th, 2022 15m 48s

I am sharing my success formula with all of you in this 4 part series. Part 3 is all about time management . We have the plan (part 2), now it's time to put it into action. Time to carry out the strategy and put it into practice intentionally a

56. The "Success Formula" Part 2 of 4

Aug 24th, 2022 14m 10s

I am sharing my success formula with all of you in this 4 part series. Part 2 is all about the strategy for making the business plan. With the vision ironed out, we're ready to create the processes to make the business start flowing. It's how w

55. The "Success Formula" Part 1 of 4

Aug 1st, 2022 18m 2s

I am sharing my success formula with all of you in this 4 part series. Part 1 is all about building the setup of your business. This is when you set your vision and intention of what you want your business to do. Find out how to brand and mark

54. Becoming the Leader You Need to be for Your Business

Jul 25th, 2022 10m 43s

Deciding to start a business is the easy part. Growing a team and showing up every day to lead the team in the direction you and they need to be in every. single. day. is the hard part. This podcast is all about how to start showing up as the

53. The Money Challenge- Test How Well You Know Your Money!

Jun 27th, 2022 10m 7s

How much does your business bring in on avg? (better yet what is the worst month you have?)How much does your business spend on avg (better yet look for the most expensive month you have had in spending)this gives you an indication of whe

52. Why & How to Use Social Media to Get More Clients

Jun 20th, 2022 17m 9s

Wanting to get on social to grow your biz? If you find yourself falling flat when it comes to gaining leads from social media, this is for you!⁠⁠I break down the basics on how to get the most out of your social media so you can attract the rig

51. Recruiting the Right Fit for Your Biz with Jessica Fukuchi

Jun 13th, 2022 43m 55s

Jessica Fukuchi has been in the insurance industry for 14 years. She has literally sat in every role within in agency starting out as a CSR, producer, captive agency owner, agency sales manager, and then an independent brokerage owner. Having e

50. How to Create the Culture Your Company Wants

Jun 6th, 2022 18m 52s

11 ways to show up as a leader that create an amazing company culture! Give it a listen to find ways to be the best leader you can be! Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business

49. How to Calculate Profit: For Payroll Costs and Sales Goals

Jun 1st, 2022 17m 33s

Hey, me again! I've got some knowledge to spread that I just can't keep to myself!⁠⁠I want to tell you how to make sure you're the most profitable when considering hiring a new sales member for your agency. I've been doing this for over ten

48. 4 Areas of Support You Need To Reach Your Goals

May 24th, 2022 17m 31s

It's important that you don't start working on all your goals without thinking and planning on what support you need so that you are effective in your efforts! 4 categories to look at for what I need to support my goals - People- do I h

47. The one thing you have to stop doing in your biz right now!

May 17th, 2022 20m 17s

Ever heard of "comparisonitis"?It's simple really: you are someone who compares yourself to someone else. You (knowingly or unknowingly) look outside yourself for ideas or validation.GIRL, we all have! We all fall trap to comparisonitis at so

46. Getting Real with Megan Buckley- How To Navigate Relationship Dynamics with Female Entrepreneurs

May 9th, 2022 49m 17s

This weeks Unburden Your Business podcast is FIRE!I have guest Megan Buckley, a relationship mindset coach, talk to us about being working professionals and building deeper connections.She breaks down the typical struggles business owners fac

45. How I Get It All Done!

May 2nd, 2022 21m 24s

Being a serial entrepreneur, a mom of 3, a wife, and basically a human in today's society is a lot! Without having a system that works for me to manage all the things! My TIME, MONEY, EVENTS, TO DO's, HOME, SELF-CARE... Just all the things! To