Club Capital Leadership Podcast
Bradley Hamner
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A podcast where we teach agency owners how to grow their business, grow their leadership and grow and develop their team.
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8 hours ago
Episode 211: Recruit The Best with Steve Suggs
As a salesperson, sales manager, author of the book, Can They Sell, speaker, trainer and consultant, Steve Suggs has been in the sales trenches for thirty-seven years. Steve obtained his business degree at Lipscomb University in Nashville, TN. Upon graduation he began his career in sales at Northwestern Mutual, and quickly moved to sales management. After fifteen years in sales and sales management with Northwestern Mutual, he has spent the last 20 years as a partner with Sales Manage Solutions.
On a daily basis, Steve uses all the tools and processes presented to you today. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell.
Today, Steve is going to teach us the Recruit the Best system with the tools and processes for hiring and coaching sales people.
For the past 37 years, Steve has been married to his college sweet heart Tammy and enjoys his two adult children, their spouses and his 3 grandchildren.
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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3 days ago
Episode 210: The Bottom Line - Tiny Habits
What are the most important habits you can have for life and business? Find out in this quick episode!
Here's the Craig Groeschel podcast episode I referenced: https://open.spotify.com/episode/3dwpRXKKBagPAX2yOFbLFy?si=b58568d6c17e4725
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
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4 days ago
Episode 209: Fireside Chat - ChatGPT, Onboarding & ERTC with Chris Ferretti
What role should AI like ChatGPT play in your business? Hear from Chris on this, plus how to maximize your onboarding process. Then, Chris and Bradley discuss what Employee Retention Credit can do for your bottom line in 2023.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Mar 13, 2023
Episode 208: Saving Main Street with Gary Rivlin
In this episode, Gary Rivlin joins Bradley to discuss small business ownership; a scrappy, can-do attitude; how little reserves small business owners actually have; and the differences between different areas of the US in policy, economics, and social norms. They agreed that to operate a small business is to always feel the future is precarious. This was true long before the pandemic, but the COVID-19 lockdown brought it home like never before as the crisis shuttered countless restaurants, mom-and-pop storefronts, and local enterprises.
Pulitzer Prize-winning investigative reporter Gary Rivlin spent nearly two years in the heart of America, closely tracking a small group of business owners and their employees, documenting their struggles and strategies to survive. His incisive new book, SAVING MAIN STREET: Small Business in the Time of COVID-19 (Harper Business; October 18), is a probing, empathetic portrait of a beleaguered, once-fundamental segment of American life and how its loss reflects and reshapes timeworn notions of identity and community.
SAVING MAIN STREET takes readers beyond the headlines and soundbites of daily business reports to supply an unfiltered portrait of a cherished, if vanishing, way of American life.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Mar 10, 2023
Episode 207: The Bottom Line - Relationship Marketing
What should you spend each month on marketing? What about relationship marketing, customer retention, and referrals? Watch this quick episode to find out!
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
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Mar 8, 2023
Episode 206: Fireside Chat - MBA Level Financials with Louisa Else
Club Capital's general manager, Louisa Else, joins Bradley to discuss MBA Level Financials. This is a great refresher for experienced business owners and essential for those who are newer to business ownership.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Mar 6, 2023
Episode 205: The Simple Way to Inspire Your Team with Dr. David Burkus
This week on the podcast, one of the world’s leading business thinkers, Dr. David Burkus joins us. His forward-thinking ideas and bestselling books are helping leaders and teams do their best work ever. In this episode, they discuss remote work, hybrid teams, purpose, culture, connecting to a deeper meaning in business.
He is the bestselling author of four books about business and leadership. His books have won multiple awards and have been translated into dozens of languages. His insights on leadership and teamwork have been featured in the Wall Street Journal, Harvard Business Review, USAToday, Fast Company, the Financial Times, Bloomberg BusinessWeek, CNN, the BBC, NPR, and CBS This Morning. Since 2017, Burkus has been ranked multiple times as one of the world’s top business thought leaders. As a sought-after international speaker, his TED Talk has been viewed over 2 million times. He’s worked with leaders from organizations across all industries including PepsiCo, Fidelity, Adobe, and even NASA.
A former business school professor, Burkus holds a master’s degree in organizational psychology from the University of Oklahoma, and a doctorate in strategic leadership from Regent University.
Find David's TED Talk: https://www.youtube.com/watch?v=7uk4-2AOaw8
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Mar 3, 2023
Episode 204: The Bottom Line - There Is Nothing More Powerful...
Bradley shares the most powerful thing in business.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
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Mar 1, 2023
Episode 203: Fireside Chat - How Your Daily Choices Determine Your Success with Scott Grates (Recast)
This episode recast focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done.
Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses.
We also discuss the importance of storytelling in sales and why leaning on an emotional component is how you win. Last but not least, if you are planning on being a referral based business, you have to learn how to earn the referrals. Scott also shares with us invaluable insight on how to do just that.
So, if you're struggling to get it all done, this is the episode for you!
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Feb 27, 2023
Episode 202: True Founder with Marc Lafleur
In this episode, Marc Lafleur joins Bradley to discuss lessons in entrepreneurship and his new book, "True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business." They discuss ideas that may be controversial, such as hiring friends. Marc also shared mindset lessons in the face of failure, especially how to have grit to keep going.
Building three businesses from the ground up has given Marc Lafleur a deep understanding of what it takes to succeed in today’s competitive business landscape. As the co-founder and former CEO of truLOCAL, he’s built it into a team of 60+ people, expanded across Canada and the US, and successfully led its $16.7 million acquisition — all within five years. Most recently, Marc is celebrating the launch of his first book with Forbes, True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business, available everywhere February 7th 2023.
As a keynote speaker, Marc has shared his inspiring message to companies such as Lululemon and Google, as well as academic institutions like the University of Waterloo and York University. Marc has taken a special interest in speaking to today’s youth in hopes of inspiring a new generation of leaders. He says, “If my story can inspire even one kid to take a risk and go after something someone told them they couldn’t achieve, then I’ve done what I’m here to do."
Learn more about Marc at https://www.marclafleur.com/
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Feb 24, 2023
Episode 201: The Bottom Line - Business Legos
Did you ever think about how building a business can feel like building a lego set? Legos come in all kinds of varieties. Some of them have 70-80 pieces, but some of them have over 8000. But all of them have a photo of what the completed set will look like. As soon as you pull it out, you see these bags full of unassembled legos. Once you open them up and spread them out, it becomes a big mess.
This reminds Bradley of business. When you start a business, you have a picture of a finished product that will bring you all kinds of benefits. However, when you “open up the box” and spread out all the pieces, it can be difficult to know where to start. Learn how Bradley approaches business legos in this episode!
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.
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Feb 22, 2023
Episode 200: Fireside Chat - How To Manage It All with David Munson (Recast)
This week we are sharing one of our favorite episodes with a 3rd Generation Agent, and Co-Founder of Club Capital, David Munson. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019.
Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be.
Listen up as David explains the systems and processes that led to his success as an award-winning Agent.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Feb 20, 2023
Episode 199: Uniquely Normal with Matt Lesser
This week on the leadership podcast, Matt Lesser joins Bradley to discuss how organizational leaders who prioritize EMPATHY, EMPOWERMENT, and EXCELLENCE can reduce turnover.
By understanding what makes each employee tick, Uniquely Normal helps leaders give teams the autonomy and trust they need to make confident decisions. Using practical frameworks Uniquely Normal helps executives tap into the individual needs of each employee, so they can lead each person with a style unique to their personality. With a leadership style that works for them, and an undeniable feeling of trust teams perform at a far higher level than ever before. Matt's clients have seen turnover plummet and employee engagement skyrocket.
Learn more about Uniquely Normal when you visit https://www.uniquelynormal.com/
Get Matt's book, Unsatisfied: When Less Is More on Amazon: https://amzn.to/3YYfKp4
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owne…
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Feb 17, 2023
Episode 198: The Bottom Line - Even Par
Bradley shares how his love of golf, and his mental relationship with even par, taught him a lot about business. In this episode, learn how you may be hiding challenges and sticking with "good enough" instead of being vulnerable enough with a community that can challenge and encourage you.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coac…
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Feb 15, 2023
Episode 197: Recast - Agent Spotlight: The Art of Leadership with Joel Laird
This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience.
With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team.
Joel realizes that not all days are going to be perfect, but he asks that his team be the best version of themselves that they can be on that given day. With this mindset, he has had great success in building his team.
Through this episode, Joel helps you navigate difficult situations, and manage your relationships with team members, for the BEST outcome!
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service wher…
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Feb 13, 2023
Episode 196: Wise Decisions with Drs. Jim Loehr and Sheila Ohlsson Walker
In this episode, Drs. Jim Loehr and Sheila Ohlsson Walker join Bradley to talk about the concepts in their new book, "Wise Decisions." In WISE DECISIONS, the authors introduce the concept of Your Own Decision Advisor or Y.O.D.A. – the inner voice that guides people’s choices. “When the stories crafted by your inner voice are faulty or ill-conceived, the advice or decisions that emanate from those faulty interpretations will likely be flawed as well,” say Loehr and Walker. Anxiety, depression, loneliness, hopelessness, and fatigue are all capable of sabotaging a person’s Y.O.D.A. They also discussed decision-making when emotionally "hot" or not.
Get Wise Decisions on Amazon: https://www.amazon.com/Wise-Decisions-Science-Based-Approach-Choices/dp/1119931401
Dr. Jim Loehr holds a masters and doctorate in psychology, serves on several scientific boards, and is a full member of the American Psychological Association, the American College of Sports Medicine, the National Strength…
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Feb 10, 2023
Episode 195: The Bottom Line - Starbucks
These experiences with Starbucks proves that it's not what you do, it's how you do it.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization…
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Feb 8, 2023
Episode 194: Fireside Chat - Scaling Your Business with Chris Ferretti
Bradley and Chris discuss how to grow a business from two employees to a full team, onboarding over 600 clients, and structuring an operation through organization and clarity. This episode is full of powerful, practical business advice!
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Feb 6, 2023
Episode 193: The Leadership Secrets of Nick Saban with John Talty
This week on the leadership podcast, John Talty joins Bradley to discuss his new book "The Leadership Secrets of Nick Saban: How Alabama's Coach Became the Greatest Ever. "John is a Wall Street Journal best-selling author. He shares the value of results-oriented achievement, how to grow a company with turnover, and other leadership secrets.
John Talty is the Wall Street Journal best-selling author of “The Leadership Secrets of Nick Saban: How Alabama’s Coach Became the Greatest Ever.” John is the senior sports editor and SEC Insider for Alabama Media Group, the leading statewide news organization which includes AL.com, The Birmingham News, The Mobile Press-Register and The Huntsville Times.
John has covered college football for two decades, with a specific focus on the Southeastern Conference for the last decade.
John frequently appears on SEC Network, SiriusXM and other national sports programs. His work is regularly cited by national outlets, including ESPN and Sports Il…
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Feb 3, 2023
Episode 192: The Bottom Line - Beating The Odds
What if flights crashed 96% of the time? Would you still fly? Probably not. But did you know that 96% of small businesses never see their 10th birthday? And 90% of businesses don’t even survive their 1st year? These are the odds of business that every entrepreneur tries to beat. In this episode, learn how to beat the odds!
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organi…
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Feb 1, 2023
Episode 191: Fireside Chat - Sales Mindset with Devin Day
Devin Day and Bradley discuss sports, business, sales experiences, and a little bit more about Devin’s experiences behind his work at Club Capital. He shares great insights on how working on sports impacted his approach to business and sales.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Jan 30, 2023
Episode 190: Net Gain Growth with Troy Korsgaden
In today’s episode, Troy Korsgaden joins Bradley to discuss his new book, Net Gain Growth, as well as insights for 2023. His Excitement for the future and changes in the marketplace, tactical role-play, ideology around Technology & AI in business, and his thoughts around the sense of urgency that the team needs to pick up from you made for a great conversation.
Troy Korsgaden is a highly sought-after Insurance Carrier Consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and financial services companies.
As a consultant, platform speaker, and author of eight books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with consumers, so that consumers develop a highe…
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Jan 27, 2023
Episode 189: The Bathrobe Theory of Business
How many times has someone found a technique that works for them, and they encouraged you to do it? We don't subscribe to everyone needing the same technique in business, and here's why.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of profess…
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Jan 25, 2023
Episode 188: Fireside Chat - How Much Should I Pay Myself?
This is a question with many circumstance-dependent answers. Some of the biggest elements that contribute to the answer include the method and cadence of paying yourself. They also discuss different types of business entities, changing how you pay yourself based on your business’ growth and team size, and more.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Jan 23, 2023
Episode 187: TodayApp & Vertical Alignment of Goals with Mansour Hasan
Today on the leadership podcast, Mansour Hasan joins Bradley to discuss sales scripts, the agency software system TodayApp, and the vertical alignment of your goals.
Mansour is a founding partner of the agency software system, TODAYAPP which was created to help State Farm agents execute their goals in a more intentional way. This software, which is approved by State Farm corporate, is now used by thousands of agencies nationwide.
He began his career with State Farm in October 2005. He was previously in medical sales with Eli Lilly and Johnson & Johnson before becoming a State Farm agent. He has a team of 9 full time fully licensed team members. Mansour’s office has traveled every year as either level 2 or 3 and his office has qualified for Chairman’s Circle, eight of the last ten years. Their purpose is to connect relationships to insurance so that they can positivity impact people’s lives.
He is very active in his church Shoreline and has been involved with several other…
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Jan 19, 2023
Episode 186: The Bottom Line - OKRs
Learn why goals aren't getting you the results you want, and why you should be setting objectives and key results instead.
www.club.capital
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Jan 18, 2023
Episode 185: Fireside Chat - Managing Debt with Alissa Locke
Alissa Locke, aka "Your Money Mama," advises Club Capital clients on their personal finances. In this recast, she and Micah discussed all aspects of debt - how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here: http://www.moneymentorgroup.com/p/mastering-your-debt
Also text "Money" to 571-419-4770 to get the latest updates from Money Mentor Group!
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Jan 16, 2023
Episode 184: Insurance Sales with Jonhenri Ball
In this episode, Jonhenri Ball joins Bradley to discuss his philosophy, convictions, and strategies around insurance sales. One of the key ideas he discussed were creating different marketing campaigns based on the demographics in your business. He also explained his belief that insurance should not be sold as an investment. Finally, he begged the question, "What is your personal philosophy around your services and products?
Jonhenri Ball has successfully trained, coached, or mentored insurance agents from obscurity to MDRT and TOP OF THE TABLE production levels.
Through his insurance sales training study group we've delivered exceptional results using my unique sales process with agents who struggle to achieve their sales goals.
He helps agents DISCOVER DYNAMIC DIALOGUE that can change their DESTINY.
He believes that his job is to help agents see things that they have never seen before....you can't see what you can't see and you can't take advantage of what you don't know.
Get in…
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Jan 13, 2023
Episode 183: The Bottom Line - Build The Plan
After you have a blueprint, it’s time to build the plan. What are the things you can have in a plan that actually works? Here are Bradley's 5 steps to building a plan that actually works for your business.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, s…
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Jan 11, 2023
Episode 182: Fireside Chat - Profit, Distributions & Taxes with Micah
Micah joins Bradley for this episode to chat profit, distribution, and taxes. If you ever wondered what two business owners' conversation about money would be, listen to this.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Jan 9, 2023
Episode 181: Headway with Doug Thorpe
In this episode, Bradley interviews Doug Thorpe, business advisor and executive coach. They discuss the differences between leadership and management, how to balance strengths and weaknesses, and what you cannot delegate as a business owner.
Throughout his career, Doug has been a student of effective and inspiring leadership. Numerous senior leadership roles and many different client opportunities have allowed him to gain valuable experiences which he now shares with you.
First as Commissioned Army Officer, then as a senior officer of a large and very well-managed regional bank, Doug gained front line leadership experience. Later, he left for the private sector where he led three different entrepreneurial start-ups and a regional non-profit.
Doug can help you get clarity with your own ideas to grow businesses and lead people. His passion is helping clients around the globe identify and embrace opportunities to grow both personally and professionally.
Thanks to our sponsors:
Club C…
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Jan 6, 2023
Episode 180: The Bottom Line - Blueprint
As we begin 2023, do you know where you want to be at the end of the year? Here's why you need a blueprint for your business, and how to make one.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of the…
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Jan 4, 2023
Episode 179: Agents Only Call with David Peterson of Coach P Consulting
Get an exclusive look inside one of Coach P's weekly, agents-only calls!
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Jan 2, 2023
Episode 178: The Coffee Bean with Damon West
In this episode, Bradley interviews former organized crime leader and current keynote speaker, author, and college professor Damon West.
Sentenced to sixty-five years in a Texas prison, Damon West once had it all.
Damon West, M.S. Criminal Justice, is a college professor, internationally known keynote speaker and Wall Street Journal best-selling author of The Coffee Bean: A Simple Lesson to Create Positive Change, which Forbes’ listed in the “Top Twenty Books You Need to Read to Crush 2020.”
His autobiography, The Change Agent: How a Former College QB Sentenced to Life in Prison Transformed His World, vividly tells how he transformed the pot of boiling water that is a Texas maximum-security prison into a pot of coffee.
The Coffee Bean message has inspired thousands. Damon’s clients include such companies as Walmart, AIG, Chick-fil-A, Southwest Airlines, and sports teams like the Dallas Cowboys, Minnesota Timberwolves, Clemson, Alabama and Georg…
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Dec 30, 2022
Episode 177: The Bottom Line - 2022 Log of Lessons Learned
Bradley keeps track of lessons learned throughout the year. Here are his top seven lessons learned in 2022.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares…
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Dec 28, 2022
Episode 176: Fireside Chat - Year End Thank You's
A heartfelt thank you to all the listeners and sponsors for this podcast.
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Dec 26, 2022
Episode 175: 2022 Best of the Best Episodes
Here's a look back on the best of the best episodes from 2022, including interviews with David Peterson, Alex Shattuck, Troy Korsgaden. Chris Ronzio, Tom Hegna, Thomas Ntuk, David McKnight, Nathan Jamail, David Allen, Mike Michalowicz, Future Legacy Partners, and Mark Miller.
Thanks to our sponsors...
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.
Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpco…
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Dec 23, 2022
Episode 174: The Bottom Line - Favorite Books of 2022
Hear why Bradley's favorite books this year included "Measure What Matters," "The Psychology of Money," "The 5 AM Club," "Lead Like It Matters," and "Shoedog."
www.club.capital
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Dec 21, 2022
Episode 173: Fireside Chat - Looking Back on 3 Years of the Podcast
Today we're looking back on 3 YEARS of the Leadership Podcast! Thanks to incredible listeners like you, we are gearing up for an amazing year 4. By the end of 2022, we will have released 176 episodes total, interviewed over 130 experts, and have over 55,000 all-time podcast downloads! We can't wait to see what 2023 will bring.
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directcli…
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Dec 19, 2022
Episode 172: Breakthrough Leadership Team with Mike Goldman
On this episode, hear how Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach.
Mike believes that you lead people and you manage tasks. He shared the differences between a 12 month forecast and a 3 year vision. He also shared his 3 disciplines of execution, including align around priorities, measure what matters, planning and communication rhythms.
You can learn more about Mike's services and get a free download at www.mike-goldman.com/limitless.
Mike Goldman is a leadership team coach and the bestselling author of two books, Breakthrough Leadership Team and Performance Breakthrough.
He speaks internationally to groups of business leaders, such as the Young Presidents Organization (YPO) and the Entrepreneur’s Organization (EO). During his 30+ year coaching and consulting career he has worked with clients including Disney,…
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Dec 16, 2022
Episode 171: The Bottom Line - Smashing Rolexes
If you spend money on recruiting and training on a new hire, it’s likely you could spend up to $15k on them. But you may realize after 90 days that they are not the right fit, and you let them go. This is equivalent to purchasing a brand new Rolex, taking it outside, and smashing it. Learn how to stop smashing Rolexes in your business!
This episode is brought to you by Club Capital. Learn more about their financial services for insurance agents at www.club.capital
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Dec 14, 2022
Episode 170: Fireside Chat - The Value of Tax Planning with Mariana Mena
Learn how to save money on taxes, spend money where it matters, and manage your tax planning using smart strategies from Club Capital team member Mariana Mena.
Talk with Club Capital about their accounting services when you get in touch at www.club.capital
Special Thanks to Our Sponsors:
This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
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Dec 12, 2022
Episode 169: The 5 Insurance Guys on Starting 2023 Strong
Ready for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka "Coach P," Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…
> Equip your team.
> Acknowledge the previous year’s success.
> Don’t freak out when you start at 0.
> Use the last two weeks of December to lock and load your Q1 leads, existing client conversations, focusing on life insurance sales in your agency and shooting for $100k in the first three months.
> Have a strong plan for the start of the year (and get help!).
> Focus on strong execution.
> Set your calendar to hold you accountable.
> Focus on goals you can nail in a Q1 “fast start” to give your year a solid foundation
> Break your 2023 goal into its simplest, daily form.
> Identify what you as the owner…
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Dec 9, 2022
Episode 168: The Bottom Line - What Is Your Marketing and Sales Strategy?
Can you easily explain how you generate new leads and close sales? If not, press play!
When you think about establishing your business priorities, allocating your time, your scoreboards, and the team you have, you also have to think about your marketing and sales strategy.
Remember, marketing drives sales made. While there are endless options for HOW to market, it is important to first define “What is your marketing plan?” If we were to ask you that question, would you be able to outline the ways you market.
Then, ask yourself what is your sales system. From lead to closed sale, what is the process? One of the key roles you have in your business is “Chief Reminding Officer,” to nurture your team into following that system.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruitin…
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Dec 7, 2022
Episode 167: Fireside Chat - The Augusta Rule with Chris Ferretti
So what is the Augusta Rule, and why does it matter for your business? Find out in this quick webinar recast with Club Capital operations manager Chris Ferretti!
Fireside Chats are brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Learn more about Club Club capital at www.club.capital
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Dec 5, 2022
Episode 166: Leadership with Chick-fil-A's Senior VP of High Performance Mark Miller
Mark Miller joins Bradley to discuss advice for leaders and business owners. Skills matter, but they won’t get you out of quicksand. Choices will. Here are the four main choices you have when your business is feeling stuck:
-> Confronting Reality
-> Growing Capacity
-> Fueling Curiosity
-> Creating Change
He also shared that margin in your calendar is a leadership discipline.
Mark Miller is an international best-selling author, business leader, and communicator. He is a seasoned business professional who worked his way up the ladder from hourly employee to a senior member of the corporate team at Chick-fil-A. He has been with the company for 40 years and currently serves as Senior Vice President of High-Performance.
Learn more about Mark at www.markmillerleadership.com.
Thanks to our sponsors:
Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.
Ready to grow your book of business? That's Direct Click…
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Dec 2, 2022
Episode 165: The Bottom Line - Who's On Your Team?
When you think about who is on your team, you'll begin to see how well your business can do. In this episode, Bradley discusses the true definition of an A-Player.
Many of you have different roles, from assistants and marketing to sales acquisition and account management. Each role will have very different definitions of A-Players, so it is important to take time with these definitions. Bradley shares how to do this for your business.
Thanks to our sponsors:
The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out…
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Nov 30, 2022
Episode 164: Fireside Chat - Common Cashflow Pitfalls with Peter Widmeyer
In this episode, Club Capital's account manager Peter Widmeyer discusses common cashflow pitfalls and how to avoid them. His five key points included:
- The differences between profit and cashflow. (Cashflow is determined by how much money is going in and how much is going out.)
- Learn how to be profitable every single month, or how to strategically be in the red for a few months per year.
- Learn the difference between growth or scale, and understand your burn rate when you are expanding.
- Having accurate financial data forecasts in business is just as important as having an accurate ruler when measuring a piece of furniture.
Fireside Chats are brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.
Learn more abo…
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Nov 28, 2022
Episode 163: It's All About the Income with Michael Lynch
This week on the Leadership Podcast, Michael Lynch joins Bradley to discuss financial plannings, savings, retirement, and more.
A few of his key points included…
* Creating behavioral change instead of focusing on math for saving and planning for retirement
* A savings strategy: If you save 10% you’ll never be poor, if you save 20% you’ll always be wealthy
* The importance of understanding differences between income, being affluent, and wealth.
* When you get a raise, it drives a wedge between spending or setting aside extra income.
Michael Lynch is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.
A former onsite financial planner at ESPN, Michael has contributed to The Wall Street Journal, TheStreet’s Retirement Daily, and Investor’s Business Daily, as well as hosting Smart Money Radio for a decade. He is a regular spea…
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Nov 25, 2022
Episode 162: The Bottom Line - Show Me Your Scoreboard
How are you actually keeping score? You have to be able to tell the winners from the losers. In your business, a scoreboard will help you track if you’re pursuing your priority.
Often in business, we tend to make everything a priority. This turns a simple, useable scoreboard for the whole team into the equivalent of a Boeing 700 cockpit. Learn how to create effective scoreboards in this quick episode!
Thanks to our sponsors:
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound ph…
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Nov 23, 2022
Episode 161: Fireside Chat - The Past, Present & Future of Club Capital with Micah Cannon and David Munson
Micah Cannon and David Munson sit down for a fireside chat with Bradley to discuss how Club Capital was founded, being friends and business partners, growing the company, and what's next for Club Capital.
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Thanks to our sponsors:
This episode is brought to you by Autopilot Recruiting. It is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach P found great success as an insurance agent and agency owner. He leads a a larg…
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Nov 21, 2022
Episode 160: Unfear with Mark Minukas
Today on the leadership podcast, Mark Minukas joins Bradley to discuss workplace culture, developing habits that allow you to get to know your team, and transforming your business.
Mark is the Managing Partner at Co-Creation and has been helping organizations transform their business performance for over 15 years now. He is also the author of Unfear: Transform Your Business to Create Breakthrough Performance AND Well-being.
His work has taken him around the world and allowed him to explore all kinds of industries – manufacturing, technology, travel and logistics, government, and financial services. What Mark has discovered is that, despite the uniqueness and special nature of each company and industry, human beings are the core of any organization.
Marl has found that how people show up, communicate, problem solve, and lead determine how large the gap is between strategy and execution.
Learn more about Mark's company, Co-Creation, when you visit https://cocreationpartners.com…
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Nov 18, 2022
Episode 159: The Bottom Line - Show Me Your Calendar
What amount of time can you set aside to plan, think, and assess in your business?
When you think about allocating personal calendar time, it’s important to know that hitting all your business priorities don’t rely on you. It comes down to understanding what is needed and who can fill those needs.
There are unknowns in your business, a big example being the pandemic or maybe losing a key team member, but it’s important to plan as much as you can within your schedule for your priorities. Learn how in this quick episode!
Thanks to our sponsors:
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Ready to grow your…
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Nov 16, 2022
Episode 158: Fireside Chat - How To Leverage Real Estate to Save Money On Taxes
In this episode we are joined by Dave Barrett from Cost Segregation Services, Inc to talk about Cost Segregation studies - What are they? How do they benefit you? When should you get one? How do you get one? In addition, learn how you can save money on your taxes through real estate!Thanks to our sponsors:
This episode is brought to you by Autopilot Recruiting. It is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.
Club Capital offers Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital
Ready to grow your book of business? That's Direct Clicks' specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.com
Coach…
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Nov 14, 2022
Episode 157: Social Media Marketing with Nichole Davidson Williamson
On this episode, you'll hear from Nichole Davidson Williamson about maximizing your social media marketing. From what channels to use, to how you should use them, and more, learn what will work for your business!
Nichole Davidson Williamson is a branding and digital marketing expert currently serving as the Chief Brand Officer at Zilker Media, an Austin-based agency dedicated to building people-driven brands. Nichole oversees and creates digital strategies for Austin-based brands, thought leaders and bestselling national authors. She believes in the power of building a community, and leverages that philosophy with clients to build successful campaigns and partnerships. Nichole is more than just a manager. She works with the brand strategy team throughout the entire digital marketing process from strategy development to execution to create award-winning campaigns.
Connect with Nichole:
Email - nichole@zilkermedia.com
Twitter - @nicholedavidson
LinkedIn - Nichole Davidson Williamson…
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Nov 11, 2022
Episode 156: The Bottom Line - What Are Your Priorities?
If Bradley could ask any business owner 1 question, it would be "What are your priorities?" In this "5 Key Questions" series, Bradley is helping you identify the important areas of business to develop.
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Nov 9, 2022
Episode 155: Fireside Chat - Is My Agency Eligible for ERTC?
The ERTC is a refundable payroll tax credit for wages paid by an employer whose business is either fully or partially suspended due to a COVID-19 related order or is experiencing at least a 10 percent decline in gross receipts compared to the same calendar quarter of the previous year.
Fireside Chat episodes are brought to you by Autopilot Recruiting. Visit www.autopilotrecruiting.com/clubcapital to learn more about their recruiting services, trusted by over 1200 agents.
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Nov 7, 2022
Episode 154: Small Business, Big Recruiting with Alex Shattuck
Are you casting a wide enough net when hiring? Or, are you judging and screening people too quickly? Learn how to have an effective recruiting pipeline to get the important information about candidates so that you can make an information decision.
Today on the Leadership Podcast, Alex Shattuck joins Bradley to discuss recruiting practices, how to use CareerPlug effectively, and ways that you can improve your recruiting pipeline.
Alex also shared the importance of taking daily action to grow the recruiting pipeline. Most owners will be reactive in their hiring process vs. taking consistent action.
Alex Shattuck fought in Fallujah, Iraq as an infantry Marine in 2006/2007. He leveraged those experiences upon his return home launching multiple insurance agencies, a real estate company, the recruiting service Autopilot Recruiting and a business consulting company. In 2021, he published his first book "Complacency Kills". He just released his second book “Small Business, BIG RECRU…
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Nov 4, 2022
Episode 153: The Bottom Line - Pay Attention
In this episode, Bradley invites you to take a minute and consider what gets your attention day to day. From people to television, from podcasts to books, al of these things will move you in a specific direction. It could be in the direction of your goals, or it could cause you to drift away from them.
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Nov 2, 2022
Episode 152: Fireside Chat - Becoming The CFO of Your Business with Micah Cannon
Hear from Micah Cannon, Club Capital partner and COO on how to acquire the right tools in your financial toolbelt. He also shares the importance of looking forward as well as ahead in your business, and how to make big financial decisions.
This episode is brought to you by Autopilot Recruiting. Learn more about their recruiting services for insurance agents at www.autopilotrecruiting.com/clubcapital
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Oct 31, 2022
Episode 151: SweetProcess with Owen McGab Enaohwo
This week on the Leadership Podcast, Owen McGab Enaohwo joins Bradley to discuss business processes. Owen is the CEO and Co-Founder of SweetProcess, an easy-to-use software that enables company executives and their employees to collaborate together to quickly document and/or improve their standard operating procedures, processes and policies. In this episode, he shares with Bradley how documenting processes can be transformative for a business.
Tired of being the Bottleneck in your business? Stop Doing it All Yourself. Document all those repetitive tasks that eat up your precious time, so you can grow your team and grow your business. Club Capital listeners get a free 28 day trial (that's double the time everyone else gets!) with access to all the features of SweetProcess when they visit www.sweetprocess.com/clubcapital
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Oct 27, 2022
Episode 150: The Bottom Line - Out Of Bounds
Are you so focused on where you DON'T want to go in business that you forget to see where you're headed? Golfers know that when you focus on the out of bounds areas, that is exactly where the ball lands. The same is true in business.
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Oct 24, 2022
Episode 149: The Power of Losing Control with Joe Caruso
This week on the Leadership Podcast, Joe Caruso joins Bradley to share what he learned from being diagnosed with incurable cancer, his new focus in life, and the principles from his book, “The Power of Losing Control.”
After being diagnosed with an incurable cancer when he was 18, Joe committed whatever time he had left to spending five hours a day, five days per week, studying life. He wanted to identify what he now refers to as “Simple, Common, Timeless Human Truths.” In his quest, Joe felt compelled to answer a simple, yet difficult question before he was overcome by the cancer: What is the essence of a fulfilling, successful, and happy life? Joe became one of the first people ever cured of metastasized testicular cancer. With this gift, he decided he would continue his studies, and began to collect and analyze his findings on life.
Joe Caruso is now an expert on the individual mind, the collective mind of an organization and how meaning drives our behavior and determines…
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Oct 20, 2022
Episode 148: The Bottom Line - 350 lbs.
What if someone told you that they weighed 700 lbs last year, and that they lost 350 lbs in the space of 360 days? You’d want to know what they did! But if someone told you they currently weigh 350 lbs, you might be less interested in how they got there.
Or, think about this. What if someone told you they gained 175 lbs last year, and they now weight 350 lbs. This causes alarm bells. You’re going to probably encourage that person to look at what they’ve done over the past year so that it doesn’t happen again.
This illustrates clearly how important the context of your current situation is! Where you are today matters less than where you have been. (This is our principle of trajectory > speed.) It is so much more important to look at where the systems you have in place are taking you than knowing simply where you are right now.
Then, you can assess if those systems will get you where you truly want to go. I want to encourage you to spend thirty minutes of…
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Oct 17, 2022
Episode 147: Developing Your Team with Future Legacy Partners
This week on the Leadership Podcast, Wendy Smith and Krista Hawkins of Future Legacy Partners join Bradley to discuss developing your team. While many owners are focused on recruiting the right talent, they often lack follow through when it comes to developing the talent they hire. In this episode, you’ll hear powerful strategies to develop your culture, train your team, manage priorities, and more.
You’ll also learn how to earn “followship” from your team by leveraging John Maxwell’s 5 Levels of Leadership. As a leader, it’s important to care about your team members’ wellbeing beyond their job skills. Learn what their goals are for wellness, finances, and family so that you can provide career growth opportunities that connect with all of their goals.
Finally, they discuss what leaders should be doing with their own time. You need to be very clear on what success looks like. Then, leverage time blocking to manage your priorities. Leaders should also develop…
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Oct 13, 2022
Episode 146: The Bottom Line - Low Info Diet
If you’re reading this, you probably love learning. Listening to podcasts, hearing from your peers, hitting book goals, and continuing to take in information. But are you seeking information for the sake of learning, or is it for a purpose? Listen to this episode to learn what a Low Info Diet is, why it helps business owners, and how to get started!
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Oct 10, 2022
Episode 145: Team Growth Strategies with David Peterson
This week on the Leadership Podcast, David “Coach P” Peterson joins Bradley to discuss team development. From recruiting to hiring to connecting the right people with the right team, you’ll learn some of Coach P’s best practices.
You can look forward to learning how to develop a recruiting pipeline and process. David shares specific steps you can take, and he stresses the importance of recruiting regularly.
Other advice included utilizing references and prompting the potential hire to speak more during an interview. He also encouraged business owners to build out a process and then decide which steps they can step away from.
As a father of four, and an owner of multiple businesses, David is a big fan of systems and processes. He believes we should have a plan for every scenario and constantly drive results through our team.
After years of trial and error, David shares that he has realized the significance of team development. Due to this, he created a program…
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Oct 6, 2022
Episode 144: What I Would Ask Elon Musk
I recently listened to a podcast episode with Elon Musk, and it sparked a question in my mind. What would I ask Elon Musk? You might want to know about Mars, his life in the universe, his story, or some other part of his very unique experience. But let's narrow it down. What specifically would you ask him about business?
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Oct 3, 2022
Episode 143: Like Clockwork with Mike Michalowicz
Mike joins Bradley to share about his revised version of Like Clockwork, "60% revised, 100% simplified." He also shared important thoughts for business owners, like adopting the title of shareholder, how to choreograph resources, why you should take a 4 week vacation, and more.
Mike is the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. He is the creator of Clockwork, a powerful method to make any business run on automatic.
In his 2020 release Fix This Next, Mike details the strategy businesses can use to determine what to do, in what order, to ensure healthy, fast, permanent growth (and avoid debilitating distractions). His latest book Get Different (released September 21, 2021) will give you the tools to stand out in any market.
Visit clockwork.life and mikemotorbike.com to learn more about Mike and his resources.
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Sep 29, 2022
Episode 142: The Bottom Line - Time Under The Bar
Bradley recently asked a super healthy, fit person what he was doing differently to gain his results. The response? "It's just time under the bar." Learn how you can apply this principle of spending time under the bar to your business.
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Sep 26, 2022
Episode 141: Ladder to Leader with Ryan Larson
This week on the podcast, Ryan Larson joins Bradley to discuss his lifelong passion for helping others mitigate risk, and his unique approach to leadership.
Ryan Larson is a seasoned wealth advisor and the founder and CEO of FirstLine Financial, LLC, based in Scottsdale, Arizona. Ryan embodies the qualities of a trustworthy leader and believes everyone deserves a chance to lead a life they can be proud of as they enter retirement.
He credits his empathetic leadership approach to his experience as a firefighter, a career that gave him a sense of purpose and a lifelong passion for helping others mitigate risk.
In his new business memoir, Ladder to Leader: My Journey from Failure to Fire to Financial Freedom (Calling Card Books, May 2022), Ryan shares the true story of his evolution from a troubled youth to a successful founder and CEO—and the many life and business lessons he learned along the way.
He recounts the struggles he experienced in school, how he felt like an outsider at…
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Sep 22, 2022
Episode 140: The Bottom Line - Tiger
Even the greatest players need coaches - Tiger Woods taught Bradley that when he was a kid. He had people on his team who helped with athletic training, running a business, and everything in between.
The same is true for entrepreneurs and business owners. Leadership and ownership can get really lonely, but you can build a leadership team! This team could be an "executive" board of colleagues outside your business to provide honest feedback. Or, you can consider bringing a business coach into your team.
Listen to this episode to learn more about how Tiger Woods modeled an important business principle.
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Sep 19, 2022
Episode 139: People Leader Accelerator with Dr. Brad Harris Ph.D.
This week on the Leadership Podcast, Dr. Brad Harris, Ph.D. joins Bradley to discuss leadership development, people priorities, and more. Brad is an award winning researcher and teacher focused on topics like human resource management, group and team dynamics, leadership, and people analytics. He is a founding member of People Leader Accelerator and serves as key advisor on curriculum design and research engagement.
A few key nuggets Brad shared were:
There is no single right answer when dealing with people. People are complex, so the phrase “it depends” often applies.
Leadership and sales have distinct parallels that boil down to influence.
The role of core values and core behaviors.
Being you…but more.
Brad also co-authored the book Scaling for Success: People Priorities for High-Growth Organizations. This book is the definitive guide for leaders of high-growth organizations seeking to understand and execute the people-management principles that are essential to c…
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Sep 15, 2022
Episode 138: The Bottom Line - Blueprint & Plans
When you want to renovate or build a house, you need a blueprint from an architect. Then, you need a plan from a builder to get the house that blueprint illustrates. Without one, or both, you'll never have the house you want!
The same is true in business. In this quick, actionable podcast, Bradley shares why you need a vision (aka a blueprint) AND a plan to create the business you want. Check it out to begin creating your clear vision and actionable plan.
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Sep 12, 2022
Episode 137: The Traveler's Gift with Andy Andrews
This week on the Leadership Podcast, Andy Andrews - noted by Zig Ziglar as the “best speaker I have ever seen” - joins Bradley to talk about truth, growing a business, and how challenges can become your hero journey.
A few of the nuggets he shared in this episode are:
* Everyone says, “Don’t sweat the small stuff,” but all the small stuff adds up. You’d better sweat it!
* How you choose to see things is truly perspective, and the good news is that it’s a choice!
* There is a difference between what is true to you and what truth actually is.
* Having a deeper understanding of something is different than having a deep understanding.
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Sep 8, 2022
Episode 136: The Bottom Line - Risk
If you’ve ever been in a place with your business where you feel like everything is going right, you may view risk as your friend. It seems like nothing can fail, so why not take your best shot, right? Unfortunately, when you operate from this mindset, you are more likely to set yourself up for an unwelcome surprise.
Instead, you should control risk by implementing a few simple practices. Find out what they are when you catch Episode 136: The Bottom Line - Risk.
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Sep 6, 2022
Episode 135: The 10 Disciplines with Rob Dubé
In this episode, Bradley sits down with Rob Dubé to discuss The 10 Disciplines. Rob is the author of donothing: the most rewarding leadership challenge you will ever take, a speaker, writer, podcaster, and hosts an annual mindfulness retreat for entrepreneurs.
Mastering the 10 Disciplines provided Rob the space in his life to hire a CEO to run imageOne allowing him to focus on making a greater impact in the world by helping entrepreneurs master their inner self. This proven process will enable you to create space in your life while managing and maximizing your energy.
These 10 Disciplines include…
* Tend your thinking
* Time off
* Know thyself
* Be still
* Know your 100%
* Say no often
* Don’t do 25 hour work
* Prepare every night
* Put everything in one place
* Be humble
If you’re ready to unlock these disciplines in your life, listen to this episode!
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Sep 1, 2022
Episode 134: The Bottom Line - A Simple Managerial Framework
Most of the business owners I meet are not great managers. While leadership is a journey, and quite a few of my clients are great leaders, the majority of owners in the world have a visionary approach. You may feel like you have “bright, shiny object syndrome,” and it can hurt your management abilities. Ask yourself these questions:
“Do my team members accomplish my expectations?”
Then, “Are my team members equipped and trained to do the tasks I expect?”
Finally, “Are my team members aware of my expectations?”
If you are unsure about any of these, or if the results in your business do not reflect your answers to those questions, listen for a simple managerial framework that you can use to grow your leadership.
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Aug 29, 2022
Episode 133: Agency Focus with Carey Wallace
This week on the leadership podcast, Carey Wallace joins Bradley to discuss buying and selling independent insurance agencies. Carey is the founder of Agency Focus, and her business helps independent owners determine their value and put together a plan to sell or buy an agency.
In this episode, you’ll learn:
* The importance of building business assets
* Strong, tight financials
* Educating yourself on the process of buying or selling a business
You’ll also learn many important terms around buying and selling businesses that you’ll need to know as you explore this opportunity.
Over the past 14 years, Carey Wallace has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. Carey is a Certified Exit Planning Advisor, CEPA and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.
Learn more about Carey…
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Aug 25, 2022
Episode 132: The Bottom Line - M.I.T. Business
As an owner, we’ve discussed protecting your confidence and giving your team your energy. Now, it’s time to give your business what it needs most: Thinking Time. Bradley has trained on this before, but it is more difficult to implement than it sounds.
When you’re making decisions based on emotions or a “gut feeling,” we know that you’re not taking the time to think it through. This is where thinking about your business becomes important. Sound crazy? Listen to find out why!
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Aug 22, 2022
Episode 131: Getting Things Done with David Allen
This week on the Leadership Podcast, David Allen joins Bradley to discuss how you can actually begin Getting Things Done (GTD). His system has helped over 2 million people accomplish more with ease and elegance through clearing their mind and sharpening their focus.
David’s 5 Steps to Getting Things Done are based on one simple principle: “Your mind is for having ideas, not holding them.” He explains that your mind is for having ideas, but most owners expect their brains to “hold” ideas. The fact of the matter is that your head is a crappy office. It simply cannot hold everything you’re asking it to.
If you’ve ever found yourself walking around with anxiety because everything you need to do is rolling around in your head, you’re probably not getting things done. In fact, when you are thinking about everything and trying to handle it all at once, you aren’t going to be very productive. David shares how to fix this.
Finally, David recommends that yo…
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Aug 18, 2022
Episode 130: The Bottom Line - M.I.T. Team
In this second installment of the 3 part M.I.T. series, Bradley talks about the most important thing you can do for your team. He shares how giving your energy to your team is crucial, and how you can show up as the best version of yourself for them.
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Aug 15, 2022
Episode 129: Go For No! with Richard Fenton and Andrea Walton
This week on the Leadership Podcast, Bradley interviews Richard Fenton and Andrea Walton. Richard and Andrea are the founders of Courage Crafters, Inc., and the authors of the best-selling book, Go for No! They speak internationally, teaching business, sales, and entrepreneurial audiences how to overcome their fear of rejection and achieve extraordinary sales success by hearing 'no' more often.
In this episode, they address mindset issues around failure and receiving a “no.” Richard shared his experience of a closed sale that was more expensive than he was used to. He felt successful until his supervisor asked him when his client said “no.” Richard realized that he didn’t ever get a no, and that he had left money on the table due to his mindset.
This moment began Richard’s journey to developing the philosophy of going for no. He and Andrea train people how to improve sales by overcoming their fear of failure. When you internalize failure, you will cripple yourself…
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Aug 11, 2022
Episode 128: The Bottom Line - M.I.T. Yourself
As a business owner or entrepreneur, what is the most important thing (M.I.T) for yourself? Bradley shares why protecting your confidence is #1, and how you can do that.
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Aug 8, 2022
Episode 127: The Discipline of Success with Tyler Bullington
Wondering what it really takes to be successful? On today’s podcast, Bradley chats with insurance agency owner, consultant, and author of “The Discipline of Success,” Tyler Bullington.
Tyler has been a State Farm Agent since 2012 in Huntington, WV. Since then, he has been an Exotic Traveler 8 out of the 10 years. He has also been in Chairman’s Circle every year, MDRT 5X, and a multiple Presidents Club Life Qualifier.
In this episode, Tyler shared that his success has come from learning to love discipline. He explained that the book Discipline Equals Freedom influenced him to embrace the process of violent action and simply enduring the process. He also shared the value of being a lifelong learning and personal development.
Tyler takes an unusual approach to strengthening his team: They simply have lunch together almost every day. His team has low turnover, so many of them have had lunch together every day for the last 8-10 years.
He also shared his thoughts…
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Aug 4, 2022
Episode 126: The Bottom Line - Is Business a Machine or a Garden?
People often relate their business to a machine that runs on a repeatable system. However, a business doesn't exist without people. Logically, people aren't machines. This makes a big difference. When a part of a machine breaks, it can be replaced easily with the same part. However, people cannot be replaced in this way. Remember that you cannot systematize so much that you lose the humanity in your business. Here's why business is more like a garden.
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Aug 1, 2022
Episode 125: The Leadership Playbook with Nathan Jamail
Today on the Leadership Podcast, Nathan Jamail joins Bradley to discuss how to lead like a coach, the importance of self care for owners, what to focus on in your business, and more.
Nathan has spent the last 2 decades coaching top executives and teaching thousands of leaders around the world on Leadership, employee coaching, selling skills and cultural development. Nathan’s clients span across the globe and in all industries from financial services, technology, health care, military, manufacturing, hospitality, and many more.
He teaches industry leaders how to move from start player to coach, and why it is such a difficult jump to make. In his book, Serve Up, Coach Down, he explains how many people approach business with the wrong mindset.
He also released The Sales Leader Playbook. It is a book written for sales leader by a sales leader – designed to be straightforward, easy to read, and simple to understand.
Nathan recently founded a ranch for executive workshops and…
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Jul 28, 2022
Episode 124: The Bottom Line - Business Gravity
Have you ever noticed that some aspects of your business feel like they pull you in? Emails, phone calls, small tasks, and other activities that come with a business are often in that category. But have you ever stopped to think about whether or not they're truly moving the needle in your business? We call this business gravity, and Bradley shared how to recognize it in this video.
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Jul 25, 2022
Episode 123: The Secret Society of Success with Tim Schurrer
Today on the Club Capital Podcast, Tim Schurrer joins Bradley to talk about the true keys of success. Tim knows what it takes to build a winning team. He spent almost a decade of his career launching two brands— StoryBrand and Business Made Simple—as COO alongside New York Times bestselling author Donald Miller.
They discussed the intersection of the need of the business and the desires of the team, how to staff for liabilities, and ambition vs. fulfillment. Tim also shared some of the strategies discussed in his latest book, The Secret Society of Success. While many owners experience an unhealthy desire for attention & recognition, those who practice true success manage the tensions between commitment and striving.
If you’re ready to learn more about having success and fulfillment, listen to this episode!
You can discover how to enjoy your work (and life) again when you order Tim’s new book, The Secret Society of Success: https://amzn.to/3O8fWgO. You can even get the…
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Jul 21, 2022
Episode 122: The Bottom Line - It's Not How Hard You Work
If you’re like most entrepreneurs, you work really hard. You probably have days where you look back and think, “What did I even work on?” But it’s not just about how hard you work. Learn what's most important for owners in this episode of Club Capital: The Bottom Line
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Jul 18, 2022
Episode 121: Look Before You LIRP with David McKnight
Since 1997, David took a 5 minute presentation on taxable and tax free income and turned it into a 25 year career. He talks about the 6 different streams of tax free income you can get in retirement. These include Roth IRA & Roth 401k, LIRP, tax conversions.
You will learn the 6 different types of tax free income, what David recommends, and how inflation and recession impact your investments. David famously teaches How to Get To The Zero Percent Tax Bracket by Retirement.
David also referenced Club Capital Podcast guest Ed Slott’s book, The Forward during this interview. (You can find Ed Slott’s episode, Episode 59: The Retirement Savings Time Bomb right here on the podcast.)
He noted that the tax cuts in 2008 will be a benefit until about 2030. However, if they raise the rates on the national debt, we may not even be able to service it. Learn in this podcast what the actual year is that you need to pay attention to for investing, and how long you have to move your money…
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Jul 14, 2022
Episode 120: The Bottom Line - Ideas Are Everywhere
How many binders full of business info and strategies do you have on a shelf? What about notes on your phone? Ideas are truly everywhere these days, they’ve almost become worthless. However, what you implement is what makes all the difference.
Learn more about Club Capital and its services for insurance agencies when you visit www.club.capital
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Jul 11, 2022
Episode 119: Who's Eating Your Pie? with Erik Weir
In this week’s podcast episode, Bradley sits down with Erik Weir to discuss limiting beliefs around money, setting goals, fear of failure, and how to be steadfast in your vision while flexible in your mission. He has worked directly with families on the Forbes 500 list as well as global brands, and he shared a lot of great advice with our listeners today.
One of the number one things Erik shared was to not only have a vision, but to “put it out there.” He emphasized that the universe (or whatever you believe in) conspires to bring into reality whatever you’re putting out there.
He also shared that if you have limiting beliefs, they may keep you from thinking your vision is even possible. If you don’t believe it can happen, it never will.
Erik and Bradley also talked about the importance of getting a fresh perspective. Familiarity can be blinding, so it’s important to bring someone new into your area from time to time.
Finally, if you’re trying to build wealth,…
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Jul 7, 2022
Episode 118: The Bottom Line - Write Yourself a Swimming Pool
Learn what you can learn from Paul McCartney about business!
No matter what it is you want, use that goal as a motivator for your business and trajectory. Here's how Bradley suggests you do this for yourself.
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Jul 5, 2022
Episode 117: Master Informal Learning with Patrick Cootes
This week on the Leadership Podcast, Patrick Cootes joined Bradley to discuss how informal learning can transform your team. Patrick is a learning expert with nearly 20 years of experience in the public sector. He’s a Co-Founder & Head of Product at Mindstone Learning, a company empowering people and companies globally to learn faster and remember more.
They discussed how to create a “doing” culture, rather than a culture that stops at learning. He has found that, while it has become standard to assume that a person can only learn one way (auditory, visual, kinesthetic), people are actually multisensory and multidimensional in their learning.
Patrick also shared his number one strategy for helping new hires get up to speed 2x faster than normal. Trainers should give new hires a high stakes but low risk opportunity to get them to take action. To learn more about Patrick’s company, visit https://www.mindstone.com/
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Jun 30, 2022
Episode 116: The Bottom Line - Quarterlies
Wondering how to set inspiring and attainable goals for your business? In this episode, Bradley is sharing how to set goals for Quarter 3 to increase revenue while engaging your team. He discusses methods of gaining new customers, increasing the dollars spent by a customer, and retaining your customers for longer. More importantly, he shows you how to have team buy in on both the goals and methods for reaching those goals.
Ready to start Q3 strong (or kick off new goals any time of the year)? Listen to this quick, 15 minute episode to learn how!
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Jun 27, 2022
Episode 115: The Success Blueprint with Thomas Ntuk
This week on the Leadership Podcast, Thomas Ntuk returns to join Bradley as they discuss key strategies for growing your insurance agency and any other business. Thomas has numerous career highlights and accomplishments, and is sharing some of his tips with you today!
They discussed the importance of investing in yourself. Thomas shared that owners need to prioritize their own development first. He also shared his new definition of “HIPA” aka High Income Producing Activities. Finally, he emphasized the importance of never compromising in your career.
Thomas joined Bradley on the podcast for two other episodes in March 2021 (Episodes 47 & 48: How To Improve Sales by Simplifying Parts 1 & 2).
Thomas attended Thought Leaders’ Summit in Hollywood, California. During the summit, he was interviewed on the TV show Hollywood Live by the host, legendary Jack Canfield (Author of the Chicken Soup for the Soul series-which sold over 500 million copies). The show aired on both…
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Jun 23, 2022
Episode 114: The Bottom Line - Going From VFR to IFR In Your Business
If you feel like you're piloting your business based on anything BUT your numbers, you could be headed straight for a storm! In this solo episode with Bradley, he shares a quick, actionable strategy for identifying and tracking the most important numbers in your business.
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Jun 20, 2022
Episode 113: Optimal Retirement Solutions with Tom Hegna
This week on the leadership podcast, Tom Hegna joined Bradley to discuss optimal retirement solutions. They covered topics in investing, insurance sales, and retirement portfolios.
Tom shared the differences between optimal and best, defined fake fiduciaries, why he recommends annuities in your portfolio, and shared his changed opinions around cryptocurrency.
They also talked about why advisors should reach out to their clients even with a declining market. Tom also noted that salespeople should become more prospect focused and less product focused.
You can learn more about Tom and all he offers at www.tomhegna.com/webinars or text 855-TOM-HEGNA.
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Jun 13, 2022
Episode 112: Right On The Money with Colleen Francis
Today on the leadership podcast, Colleen Francis joins Bradley to discuss sales in and out of the insurance industry. Colleen is driven by a passion for sales – and results. A successful sales leader for over 20 years, she understands the challenges of selling in today’s market. Clients note her frank, no-nonsense approach to solving problems and addressing opportunities – an approach that delivers sales results.
In this episode, they discussed the importance of salespeople receiving coaching, the changing sales landscape, creating urgency around the sale, and finding good salespeople for your team.
Whether maximizing revenue from sales teams or seizing new market opportunities, Colleen works with businesses to develop the right sales strategies for success and delivers practical approaches to ensure it sticks. Colleen’s results have attracted clients such as Chevron, John Deere, NCR, Trend Micro, Merck, Abbott, Experian, Royal Bank, Mosaic, Dow, and hundreds of other indus…
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Jun 6, 2022
Episode 111: Sell or Die with Jeffrey Gitomer
Wondering what the #1 reason is for salespeople to fail? You’ll find out in this episode! This week on the leadership podcast, Jeffrey Gitomer, co-host of the Sell or Die podcast, joins Bradley to discuss sales. Jeffrey is known as “the King of Sales,” having authored many #1 best-selling books on sales, providing over 40 corporate presentations each YEAR, leading “The Insiders Club” for highly motivated and successful salespeople, and offering powerful free resources to empower salespeople.
In today’s episode, Jeffrey and Bradley discussed the belief system needed for sales. Bottom line? You need to believe in what you’re selling. If you don’t think that your product or service will actually improve the lives of others, you’re not going to be as motivated in sales.
They also discussed the importance of referrals. You’ve probably heard this discussed before, but when one of the top sales leaders in the world says it, it’s worth hearing! Referrals…
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May 31, 2022
Episode 110: You Message Matters with Jonathan Milligan
Today on the leadership podcast, Jonathan Milligan joins Bradley to talk about sharing your message and selling your offer. Jonathan is the author of Your Message Matters: How to Rise Above the Noise and Get Paid for What You Know.
Jonathan shared his 3 P’s for Thought Leaders and Industry Experts who want to share their message. They are Purpose, Passion, and People. You should believe in the purpose of your message, be passionate about the results you offer, and know who you’re marketing to.
He and Bradley also discussed their parallel concepts of “Next Right Thing” and “Do This Next.” They agreed on the importance of knowing how to put your priorities into order so that your actions are the most effective.
Jonathan is also a blogger, speaker, and online business coach. He has spent the last decade guiding and directing creative professionals on how to pursue meaningful work. Since 2009, Jonathan has run his own portable lifestyle business online.
Today he tea…
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May 23, 2022
Episode 109: Grow Your Agency with Craig Wiggins
This week on the leadership podcast, Bradley sits down with return guest Craig Wiggins. They discussed changes in business operations, marketing, and hiring in a post pandemic landscape. Craig shared his thoughts around what changed in business since the last time he was on the podcast.
Craig Wiggins started his insurance agency in 1996 with 0 customers and 0 clients… Today he has built one of the largest agencies in the country with 4 locations in 2 states and over $40,000,000 in annual premium. Craig and his Agency consistently win top awards and recognitions year after year. He was inducted into the Hall of Fame in 2020.
In this episode, he spoke directly to insurance agencies. He encouraged owners to remember that coverage is more important than price. After all, anyone can undercut a price, but not everyone can provide coverage that will serve their customers. In fact, he noted that if an insurance agent doesn’t do a good job, they may set their customer up for m…
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May 16, 2022
Episode 108: Interview with ESPN Analyst Cole Cubelic
Today on the Leadership Podcast, Bradley sits down with Cole Cubelic. Cole is a former Auburn University offensive lineman and captain, joined ESPN in 2011 as an analyst covering the SEC and Sun Belt Conference football games.
He works at AL.com as a sports analyst, providing analysis and film room explanations of key battles on the offensive and defensive lines. He co-hosts Mcelroy and Cubelic In The Morning on WJOX 94.5 FM.
He has worked as an analyst on SEC Network and ESPN3 telecasts, and has also been a weekly guest on The Paul Finebaum Show. In fall 2017, he joined SEC Saturday Night, the franchise that features SEC Network’s marquee college football game each Saturday – as a field analyst, alongside analyst Jordan Rodgers and commentator Tom Hart. He also covered select games as a field analyst for XFL on ABC.
Cubelic previously hosted “The Cube Show” on 730 AM-WUMP, worked for the Sun Belt Network from 2009-13 and was a radio personality at WZZN from 2010-13, whe…
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May 9, 2022
Episode 107: The Business Playbook with Chris Ronzio
This week on the leadership podcast, Bradley interviews Chris Ronzio. Chris is the founder and CEO of Trainual, a leading SaaS platform that transforms the way small businesses onboard, train and scale their teams.
They discuss the 4 P’s of team building, including Profile, People, Policies, and Processes. Chris emphasized the importance of assessing people in this order to find the best team members. He shared how understanding who was completing a task (Profile & People) was more important than simply teaching Policies (the what) and Processes (the how).
Chris is the host of “The Fastest Growing Companies” and “Organize Chaos” podcasts as well as the author of the best-selling book “The Business Playbook - How to Document and Delegate What You Do So Your Company Can Grow Beyond You."
You can learn more about Chris at www.chrisronzio.com
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May 2, 2022
Episode 106: Lies, Damned Lies, and Marketing with Atul Minocha
In this episode, Bradley interviews Atul Minocha. He is a partner at Chief Outsiders, a national marketing consulting firm that helps CEOs accelerate growth. His recent book, Lies, Damned Lies, and Marketing was named Forbes' #1 book to read for entrepreneurial success and is an Amazon best-seller. He's sharing his top advice for CEOs and owners!
With experience in startups and Fortune 500 companies like Honeywell, Kodak, and Toyota, Atul works in a wide range of industries, from automotive and healthcare to industrial goods, technology and SaaS. Atul loves to work on business growth problems that have been stewing for some time.
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Apr 25, 2022
Episode 105: Gift·ology with John Ruhlin to Gain Clients For Life
How many of you have given away a pen with your logo on it? You’ve definitely gotten one from a business before! Today’s guest challenges the idea of swag in favor of gifts. John Ruhlin, author of Gift·ology, joins Bradley to discuss how to develop client relationships based on likeability and trust.
While becoming the #1 performer out of 1.5 million sales reps for one of the world’s most recognizable brands, John developed a system of using generosity to gain access to elite clients and generate thousands of referrals. This system is founded on the principle that through giving to clients, you will be able to generate customers who not only stay but also refer more business to you.
John and his firm now help automate this gifting process for individuals and organizations like UBS, Raymond James, DR Horton, Keller Williams, the Chicago Cubs, and Caesar’s Palace. John and the Gift·ology team can help any individual turn their clients into their own personal sales force…
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Apr 18, 2022
Episode 104: Scaling For Success with Andrew Bartlow
Today on the leadership podcast, Bradley sits down with Andrew Bartlow, an expert in Human Resources and Talent Management.
Andrew leads Series B Consulting, which helps businesses to articulate their people strategy and accelerate their growth, while navigating rapid change. He also founded the People Leader Accelerator, which is the preeminent development program for startup HR leaders.
He’s worked with clients like Masterclass and many others to help them overcome obstacles in a hyper growth phase. For the first time ever, he wants to share his lessons on podcasts.
Andrew is also the co-author of “Scaling for Success: People Priorities for High Growth Organizations,” has a master’s degree from the top program in his field, and has been CECP, SPHR, Six Sigma, and executive coaching certified.
Andrew has 25 years of Human Resources and Talent Management experience at organizations across a wide spectrum of sizes, maturity stages, and industries.
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Apr 11, 2022
Episode 103: Learn To Lead with Dave Anderson
This week on the Leadership Podcast, Bradley interviews Dave "Mr. Accountability" Anderson. He is a leading international speaker and author on personal and corporate performance improvement. After an extensive career in the automotive retail business Dave, along with his wife Rhonda, began LearnToLead - entering its third decade - with the goal to help individuals and organizations reach their personal and corporate potential.
The author of 15 books, most recently Intentional Mindset: Developing Mental Toughness and a Killer Instinct, and host of the wildly popular podcast, "The Game Changer Life," Dave's no-nonsense messages impact readers and listeners in over 154 countries. Dave has spoken in twenty one countries and presents 100+ times annually to a wide array of businesses, athletic teams, and nonprofits.
His immediately applicable messages, energized and dynamic presentation style, and unmatched content positively focus, equip, and inspire tea…
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Apr 4, 2022
Episode 102: The TEAMS Methodology with Michael King
In this episode, Bradley talks with Michael King about leadership, developing strong teams, review processes, and more. Michael has close to twenty years of hands-on experience, leading teams, and organizations. In the past five years, he worked with a wide range of clients, from solo entrepreneurs to top company executives.
Michael shared his philosophy that “The best stories are the best teams.” By this, he means that the organization that can articulate the best story will also have the best team. He believes that healthy leadership requires identifying and correcting self-destructive behaviors. He also shared that the 360 review process is not the best way to develop your team. In fact, incentivized 360 reviews can lead to incorrect data and wrong decisions. However, feedback is highly valuable using the right mechanisms.
Michael has developed the TEAMS methodology for leaders. This acronym stands for Target. Engagement, Action, Momentum, and Synergy.
Michael K…
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Mar 28, 2022
Episode 101: ADHD 2.0 with Dr. Ned Hallowell
Bradley sits down with Ned Hallowell to discuss the impact of neurodiversity, specifically ADHD, on business owners. Dr. Hallowell is a New York Times bestselling author and has written 20 books on multiple psychological topics. The groundbreaking Distraction series, which began with Driven to Distraction, co-authored with Dr. John Ratey in 1994, sparked a revolution in understanding of ADHD.
In this episode, they discuss unexplained underperformance, constant “if only” thoughts, and inability to stay focused on work you find too simple. Ned recommends pursuing a medical diagnosis if these things sound all too familiar.
Ned and Bradley also discussed a “state of flow.” This term is used to describe those moments and hours when you’re highly productive. Being unable to get into “flow,” and feeling unable to achieve your goals, is something that many adults with ADHD experience.
The good news is that ADHD, and other neuro-diversities, don't need to hinder your goal…
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Mar 21, 2022
Episode 100: Turn Fans Into Customers with David Meerman Scott
Today on the Leadership Podcast, Bradley and David discuss how to turn fans into customers AND customers into fans. The simple method? Share what you’re passionate about!
David Meerman Scott spotted the real-time marketing revolution in its infancy and has written 12 books about it including The New Rules of Marketing and PR, with more than 500,000 copies sold in English and available in 29 languages from Albanian to Vietnamese.
Now David says the pendulum has swung too far in the direction of superficial online communications. Tech-weary and bot-wary people are hungry for true human connection. Organizations have learned to win by developing what David calls a “Fanocracy” -- tapping into the mindset that relationships with customers are more important than the products they sell to them.
Ready to create fans AND customers? Listen now!
Learn more about David when you visit https://www.davidmeermanscott.com/.
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Mar 14, 2022
Episode 99: Owner-Shift & Getting Unstuck with Mike Malatesta
Today on the Leadership Podcast, Bradley interviews Mike Malatesta. Mike is the host of his own podcast, “How’d It Happen,” author of “Owner Shift: How Getting Selfish Got Me Unstuck,” and coach to entrepreneurs.
They discussed the importance of business and personal goals as well as how to get “unstuck” on the way to those goals. Mike shared that when you’re in the valley of uncertainty, you need self awareness of where you are. Because courage is intermittent when you’re in that “valley,” the environment you put yourself in is important.
He also shared how investing in professional development & surrounding yourself with people who have different expertises is important to your progress.
Learn more about Mike and get his book at https://mikemalatesta.com/.
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Mar 7, 2022
Episode 98: Battle Tested! with Colonel Jeff McCausland and Colonel Tom Vossler
Today on the Leadership Podcast, Bradley sits down with Colonel Jeff McCausland, PhD and Colonel Tom Vossler. They are bringing strategies used to win famous military battles to business owners.
They share: “There is little doubt that our nation is in crisis. Given the ongoing pandemic, political/social divisions, and enormous economic challenges, I know you’ll agree with two concerns—one, that emphasis on leading during a crisis is definitely needed, and two, we need great leaders now more than ever!”
In their latest book, Battle Tested! Gettysburg Leadership Lessons for 21st Century Leaders you’ll find captivating and thought-provoking stories. It directly addresses both previously mentioned concerns by bringing the historic leadership lessons of the Gettysburg Battlefield to life through vivid storytelling and discussions of leadership lessons—both won and lost.
They share enduring leadership lessons that are as appropriate today as they were in the 19th century. Th…
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Feb 28, 2022
Episode 97: Comprehensive Change with Legendary Podcasts Host Jeff Pugel
Waking up in a cold sweat at 3AM in the spring of 2019, Jeff knew he was done with corporate life.
The startup he moved his family cross-country for was broken beyond repair. Great concept, handful of happy clients, but zero marketing presence to get to that next level.
After advocating for a strategic marketing approach that the President liked and the COO didn’t, things stagnated. Rather than do nothing, Jeff handed in his resignation.
Today, what they rejected is what Jeff helps his clients with.
Bradley and Jeff discussed the difference between strategies and tactics. Because many struggling businesses have to diagnose the problem, it’s important to understand that strategy is high level while tactic is specific. In order to really pinpoint your issues and increase profits, you have to know how to measure. Jeff shares more about measuring correctly in this episode.
Jeff is a dynamic, energetic and knowledgeable speaker with actionable advice on what you can do RIGHT N…
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Feb 21, 2022
Episode 96: The Focus Project with Erik Qualman
Today on the Leadership Podcast, Bradley sits down with Erik Qualman to discuss problem solving, work-life harmony, and his new book The Focus Project.
A 5x Bestselling Author and Keynote Speaker, Erik has performed in over 55 countries and reached 50 million people. He was voted the 2nd Most Likeable Author in the World behind Harry Potter's J.K. Rowling. He is the host of the popular Super U Podcast and his work has been used by the National Guard to NBCUniversal to NASA.
Erik’s “Three Piece” for success is Purpose - Process - Progress (not perfection). He often asks, “What’s the one thing I could do to make everything easier or unnecessary?” Ultimately, working to solve problems in your business means focusing on what’s most important.
The Focus Project is a guide to pursuing less in order to achieve more—both personally and professionally. We will realize that leading an overly busy life is a choice, but it’s not a wise one. Being over-scheduled isn’t s…
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Feb 14, 2022
Episode 95: Lead From The Core with Jay Steinfeld
This week on the Leadership Podcast, Bradley sits down with Jay Steinfeld. Jay is the founder and former CEO of Blinds.com, the world’s largest online window coverings retailer, acquired by The Home Depot in 2014. A firm believer that one should not retire but “rewire,” Jay now lectures and serves as Entrepreneur-in-Residence at Rice University’s Jesse H. Jones Graduate School of Business, serves on the Advisory Council at The University of Texas’s Herb Kelleher Entrepreneurship Center, and is the author of Lead from the Core: The Four Principles for Profit and Prosperity. Core values reduce turnover and attract good hires in every industry.
Jay’s Four Core values are…
* Evolve Continuously
* Express Yourself
* Experiment Without Fear
* Enjoy The Ride
Get the first chapter of Jay’s book free when you visit his website, https://www.jaysteinfeld.com/thebook.
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Feb 7, 2022
Episode 94: Build High Performing Teams with Theresa Callahan - The People Person
Theresa’s passion is helping great leaders build high performing teams. She has learned that the greatest challenge all business owners and team leaders face is the “people stuff”; she has dedicated her work to helping her clients take the mystery out of their people problems and put new strategies in place to become better leaders. Her #1 goal is to help her clients achieve their goals with more ease and create more joy in their career.
Theresa Callahan is an Executive Leadership & Career Coach who leads small business owners and team leaders within organizations through her Managing For Performance Leadership Development program. Her background includes 15 years of service to State Farm, as a Team Member, Agent and Agency Field Consultant, and 18 years serving Agents and Sales Leaders throughout the country through her customized leadership programs.
In addition to her private client work with State Farm, Theresa serves leadership teams within organizations such as Mi…
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Jan 31, 2022
Episode 93: Develop Stronger Leaders with Liz Kislik
On this week’s episode, Bradley sits down with Liz Kislik to discuss developing stronger leaders in your business. If you want to transform the way you do business, Liz —Harvard Business Review and Forbes contributor, management consultant, executive coach—can help whether you’re part of a family-run business, national non-profit, or Fortune 500 company.
They first discussed change initiatives and organizations. This includes the importance of pre-mortum and after action review. Liz defines a Pre-Mortum as thinking through what could go wrong, aka “secondhand consequences.” Once you’ve done this, you can build a safety net around what could go wrong. Then you can better allocate resources in order to make the changes.
After this, they discussed developing other leaders. Liz suggested that you stop trying to train your team in your areas of weakness. We try to delegate things we don’t love or aren’t good at, but you have to hire someone to do this. That…
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Jan 24, 2022
Episode 92: Creating Magic At Work with Amy Lynn Durham
In today’s podcast, Amy Lynn Durham and Bradley discuss Emotional Intelligence (EQ) and Spiritual Intelligence (SQ). They especially focused on the skills needed to grow your EQ, including self awareness, emotional Management strategies, and a recognize-repair-recover process. They also discuss how to engage your employees, and why it matters. Finally, Amy emphasizes the importance of making wise and compassionate decisions.
Amy has spent years in the corporate world successfully managing hundreds of employees for private and publicly traded companies. Her company, Create Magic At Work's intention is to offer Spiritual Intelligence (SQ) and Emotional Intelligence (EQ) tools to energize and transform the workplace.
As an expert in building positive company cultures, Amy designed Create Magic At Work to bring a variety of services and strategies to aid in cultivating teamwork and harmony in order to improve profits and employee morale.
Amy Lynn Durham is the CEO of "Create Magic…
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Jan 17, 2022
Episode 91: The Business of Life with Scott Foster and Steve Cannon
Today on the leadership podcast, Bradley sits down with Scott Foster and Steve Cannon. These experts are sharing advice on how to sell.
A native of Georgia, Scott graduated Magna Cum Laude from the University of Georgia with a degree in Risk Management & Insurance. Along with his CLU designation, Scott is a life and qualifying member of the Million Dollar Round Table. He has been in the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016.
Steve, a native of South Carolina, graduated from The Citadel with a degree in Business Administration and worked in the medical sales field for seven years before joining the State Farm family. On September 1, 1989, Steve opened a scratch agency and qualified for Ambassador Travel in just four months. Since that time, Ste…
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Jan 10, 2022
Episode 90: Troy Korsgaden on Inflection Point
Does your existing business model work? Today on the podcast, Bradley and Troy sit down to discuss some of the topics covered in his latest book, Inflection Point (find it at www.korsgaden.com/resources). These include how to redefine your role when the existing model doesn’t work, how to build a team that can grow with the market, and having a flight plan for your business.
Troy Korsgaden is a highly sought-after insurance and financial services consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and financial services companies.
As a consultant, speaker, and author of seven books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with consumers, so th…
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Jan 3, 2022
Episode 89: Disrupting The Market with Mike Smerklo
Mike Smerklo is an experienced entrepreneur, investor and business leader driven by the desire to turn ideas into reality. Having bought and scaled a small business into a publicly traded company worth nearly a billion dollars in value, he has a deep understanding of the hard work, dedication and grit that truly powers successful entrepreneurship.
Today, as the co-founder and managing director of Next Coast Ventures, Mike is a champion for a new generation of entrepreneurs building disruptive companies in big markets. His new book, Mr. Monkey and Me, is a “real talk” guide for entrepreneurs who want to cut through the noise to cultivate a mindset that supports greatness.
Mike grew up in a blue-collar family in Ohio with dreams of achieving something more with his life. After working his way through college to earn an accounting degree and moving to Chicago to launch his CPA career, he eventually talked his way into a junior analyst gig with the Wall Street investment bank Lehman…
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Dec 27, 2021
Episode 88: PLAN Your Personal Brand with AJ Vaden
Today on the Leadership Podcast, Bradley sits down with AJ Vaden to discuss building your online and offline brand. Over the last 15 years, AJ has helped create, launch and grow several multi-million dollar businesses from start up to 7 and 8 figures in annual revenue. She has played the role of Salesperson to CSO, recruiter to COO, spender to CFO and from just being bossy to CEO.
Today, you’ll hear how to build your Know-Like-Trust factor, develop your leads system to bring leads from social media into your email list, getting testimonials, and the strategy behind building your brand.
Her method for brand building is to PLAN: Communicate the problem you solve in one word, share your unique way of solving it, know for whom you solve this problem, and figure out how you make money solving it.
Along with her company Brand Builders Group (https://brandbuildersgroup.com/study/), AJ has been featured in Inc, Success Magazine, Fast Company, Entrepreneur, and Good Morning America. Sh…
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Dec 20, 2021
Episode 87: The Best of 2021
Today on the podcast, Bradley is sharing the best of the best from 2021! You'll hear highlights from...
Episode 42: Mark Blackburn:
Mark was the recipient of the 2020 PGA Teacher and Coach of the Year. In that episode, we talked about: The importance of having a growth mindset , how humble beginnings are drivers for achievement, every player is like their own business, everyone has their own process and intervention only comes in two opportunities, why using critical thinking to work through everything is so crucial, how to customize solutions for each of your team members
Episode 44: Jeremy Olson and Kristen Isaacson:
Growing any business to over a million dollars is no small feat. Growing an insurance agency to over $40 million is something else entirely. Our guests today, Jeremy Olson and Kristin Isaacson of The Olson Agency, are no strangers to exceeding industry standards. The pair are known to value the importance of role play in their businesses and fully embracing a grow…
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Dec 13, 2021
Episode 86: Best Practices for Internet Leads with Jeff Hogue
Today on the podcast, Bradley sat down with Jeff Hogue. He talks about the best practices surrounding your content. He also gives some great tips on strategizing your internet leads.
He shares where internet leads fit into your sales ecosystem, actual best practices for handling leads to get best conversion, and what your conversion rates should be.
You’ll learn the importance of a solid referral system, SEO, and investing in SEM. You’ll also hear his thoughts around the speed of contacting, utilizing all different avenues (phone, email, text, mail), and continuing to follow up.
Jeff is a sales professional turned manager turned director who has helped thousands of insurance agents boost their marketing efforts and enable sales for themselves and their teams. He has worked closely with agents representing many of the top P&C, Health and Medicare Supplement carriers in the United States and has almost a decade of industry experience.
Ready to put your internet leads stra…
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Dec 6, 2021
Episode 85: Martin Holland on The Profit Problem
If increasing your margins 1 percent would increase your profit 15 percent, would you do it?
Today on the Leadership Podcast, Bradley and Martin Holland discuss The Four Must-Haves In Business. This includes… (1) Guiding - leadership, (2) Getting - the business/customers ie sales/marketing, (3) Doing - where most people are strong aka rainmaker’s dilemma, and (4) Administer - all the things you didn’t know you needed for good business, ie. bookkeeping.
Martin is the author of The Profit Problem: They Say I Make Money, So Why Don't I Have Any? (www.theprofitproblem.com)
He asks the questions, “If you knew that increasing your margins 1% would increase your profit 15%, would you do it?” and “If you knew that increasing your sales 17% would double your profit, would you do it?” and “If you knew why you are always short of cash, would you do something about it?”
In his book, he shares how financial statements aren't just for banks and taxes. You can use them to…
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Nov 29, 2021
Episode 84: Scaling Your Speaking Business with Jane Atkinson
Are you getting the results you want in business or in life?
Today on the leadership podcast, Jane Atkinson joins us to discuss how to get the results you want, the connection between thoughts and actions, and how to pursue speaking as another stream of income.
The first principle Jane discussed with Bradley was CTFAR. This acronym stands for Circumstances, Thoughts, Feelings, Actions and Results. Jane then went on to discuss her “Ready, Aim, Fire!” method for public speaking. She shares how to prepare your speaking topic for the audience, market yourself, and ask people to book you.
Jane then shared her framework for a good speaking presentation. She emphasized the importance of having a service-based, servant leadership type mindset. After all, you have something to offer that serves others through your message.
Jane’s new book “Scaling Your Speaking Business: 10 Strategies for Earning More While Doing Less” is now available! If your goal for your speaking b…
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Nov 22, 2021
Episode 83: The 4 Disciplines of Execution with Jim Huling
How is your strategy serving you?
In today’s podcast episode, Jim Huling and Bradley discuss execution of strategy. You’ll learn The 4 Disciplines of Execution, why strategy doesn’t work on its own, and how to turn strategy into action.
Jim’s 4 Disciplines of Execution include…
* Focus - the “what”
* Act on the lead measure - the “how”
* Engagement - the “why”
* Accountability - a 20 min weekly meeting with each team member committing to what they’ll do the next week
Bradley shares how these strategies have transformed his team’s workflow and accomplishments. He also shared some of the pitfalls he found along the way, and what he did about them.
Jim Huling is the author of the #1 Worldwide Best-Selling Book, The 4 Disciplines of Execution, now in its 2nd Edition and translated into sixteen languages. Jim has also been the 4DX Global Managing Consultant for FranklinCovey for more than 13 years.
Ready to execute your strategy?
Find The F…
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Nov 15, 2021
Episode 82: From Paycheck To Purpose by Ken Coleman
Do you work just to live or do you feel connected to your purpose as you work?
Ken Coleman is the nationally syndicated host of The Ken Coleman Show & author of From Paycheck to Purpose. He wants people to feel a real connection to what they were created to do because someone out there needs them to do it.
Ken shares how to find your dream job through clarity. He explains that your passion, talent, and mission intersect to make up your personal mission statement. This then answers the question: What should I do with my life?
Ken and Bradley discuss how to become qualified for the job change or career pivot you desire. They also discuss the differences between networking and connecting. Ken wrote The Proximity Principle to help you improve your connections. You need to consider who you know, and write down those people. Then, consider who you can ask for help. The key here is asking about something rather than asking for something. Most people love to give advice!…
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Nov 8, 2021
Episode 81: Todd Henry On The Motivation Code
Ready to unlock your motivation and dig into the work you love?
On this episode, Todd Henry and Bradley discuss how to do this and more. Positioning himself as an “arms dealer for the creative revolution,” Todd Henry teaches leaders and organizations how to establish practices that lead to everyday brilliance. He is the author of five books (The Accidental Creative, Die Empty, Louder Than Words, Herding Tigers, The Motivation Code).
His latest book, The Motivation Code, is about the hidden forces that drive deep engagement and brilliant work. Henry shows that there are twenty-seven “motivational themes”, each with its own unique DNA. The Motivation Code teaches us to decode our Core Motivation so that we can have conversations, make decisions, and even choose career paths that lead us to experience engagement and fulfillment. Once we know how to activate our inner drivers, we can transform the work we do into work we love.
Todd’s podcast, The Accidental Creative, offer…
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Nov 1, 2021
Episode 80: Dean Mannix on The Better Sales Life
Dean Mannix is a life and personal coach who became passionate about life insurance after losing a few people close to him. He firmly believes that the epitome of your mess becomes your message. His latest book, “Protect and Provide” delves deeper into this story, and his passion for serving his clients through insurance sales.
Key to Dean’s philosophy is the power of proven practice as opposed to best practice. Owners should go with what works in their offices, rather than “best” practices determined by others.
In today’s podcast, he shares powerful sales and training tips, including:
* Why winning the morning is so important, and how to ensure you can
* How to shift your mindset towards service to gain more clients
* Why many sales training processes stall at 25-50% of the way through, what to do about it
* The difference between sales today vs. what it used to be
Dean’s motivation in business has always been to help his customers. In “Protect an…
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Oct 25, 2021
Episode 79: Melody Wilding on How To Trust Yourself
Do you struggle with making progress or being ambitious when you’re overwhelmed? Tired of getting in your own way? Today on the Club Capital Leadership Podcast, Melody Wilding joins us to share powerful tools from her new book, “Trust Yourself.”
Melody is a therapist turned executive & leadership coach to Sensitive Strivers. This term applies to top performers who also think and feel everything more deeply.
She was named one of Business Insider's "Most Innovative Coaches." Her workplace advice has been featured in The New York Times, Oprah Magazine, NBC News, and more. I'm a professor of Human Behavior and a contributor to Harvard Business Review, Fast Company, Forbes, and Business Insider.
Her new book covers topics such as overthinking, people pleasing, trusting your gut, boundaries, overwhelm, and imposter syndrome.
In the podcast, she shares more about types of overthinking, rumination, obsession over future, and analysis paralysis. Melody employs a technique to…
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Oct 18, 2021
Episode 78: General Stanley McChrystal - Risk: A User's Guide
Retired four-star general Stanley A. McChrystal has lived a life associated with the deadly risks of combat. He was once called “one of America’s greatest warriors” by Secretary of Defense Robert Gates.
From his first day at West Point, to his years in Afghanistan, to his efforts helping business leaders navigate a global pandemic, McChrystal has seen how individuals and organizations fail to mitigate risk.
Why? Because they focus on the probability of something happening instead of the interface by which it can be managed.
He is a transformational leader with a remarkable record of achievement. General McChrystal is widely praised for launching a revolution in warfare by leading a comprehensive counter-terrorism organization that fused intelligence and operations, redefining the way military and government agencies interact.
In this episode, General McChrystal shares lessons learned over the course of his extensive career and shares leadership nuggets of wisdom. He is the…
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Oct 11, 2021
Episode 77: The Insurance Lab with Vlad Cherchenko
Bradley talks with Vlad Cherchenko about his insurance career, his powerful sales referral process, and his consulting agency.
Vlad shared how his sales referral process helped him write 152 policies in his 9th month as an insurance producer, and how he continued to write 150+ policies after that. You can get his free sales script on his website, linked below. While that script is focused on insurance agencies, anyone who runs a business that needs referrals will benefit from it!
He launched his consulting business in 2016 after a ton of agents reached out asking him to work with their staff. He now trains insurance agents and their staff across the nation on his unique sales & referral process.
To learn more about Vlad’s sales process, his masterclass, and more, you can text COMP to 503-864-6974 or visit www.insurancesaleslab.com.
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Oct 4, 2021
Episode 76: Persuade and Get Paid With Jake Thompson
Bradley and Jake discuss the role of grit in entrepreneurship, and how to play to win. Jake shares how your heart and head work together to propel you towards results - positive or negative.
They also talk about standards of excellence in business, why you need accountability, and the principle of win or leave - there is no lose.
Finally, learn Jake's concept of "persuade and get paid," and why it matters for you
Jake Thompson is a keynote speaker and Chief Encouragement Officer at Compete Every Day, a brand he started in 2011 by first selling t-shirts out of the trunk of his car.
Jake works with organizations and individuals around the country, teaching how they can develop accountability, mental resilience, and leadership skills in order to achieve more in their careers and in their life.
It’s through his entrepreneurial sales experience and research that he’s discovered how people who harness a competitive mindset against their own previous best can reach their goals, com…
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Sep 27, 2021
Episode 75: Randy Thompson - Stairs And Buckets
Wondering how to recruit “first round draft picks” for your team? What about using the "Stairs and Buckets" principle in your business?
Today on the podcast, Randy Thompson shares how to find, train, and compensate the best people for your team. He also shares the three intrinsic qualities he looks for in prospective team members. These include honesty, a kind heart, and a strong work ethic.
Randy and Bradley also discuss how to sell to your clients, ways to meet their needs while increasing business income, and more. If you’re an insurance agent, he shares quite a few nuggets of wisdom specific for your business!
Randy has traveled the country speaking to agents and team members on how to develop and train a high performing team. His experience as a teacher and high school wrestling coach prior to his career as an Agent has been priceless at helping develop consistent systems that produce results and strong team members that govern themselves.
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Sep 20, 2021
Episode 74: Mike Michalowicz On Why Different Is Better
Many business owners are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better. Different is better. And those who market differently, win.
Mike and Bradley discuss the following key issues business owners face, including:
* Why marketplace plans seems to fail.
* Why copying your competition will almost always cause you to go unnoticed.
* The DAD framework, and why you need it.
* How your prospective clients consume marketing in milliseconds.
Mike also shares from his new marketing book, offering In his new marketing book. "GET DIFFERENT" offers a proven, no-nonsense method to position your business, service, or brand to get noticed, attract the best prospects, and convert those opportunities into sales.
You can check his book, Get Different, on Amazon or his website: https://mikemichalowicz.com…
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Sep 13, 2021
Episode 73: Scaling Up with Bill Gallagher
Bill Gallagher and Bradley discuss the 4 Step Leadership Flywell, Rockefeller Habits 2.0, and his highly successful coaching methods. His framework has allowed businesses in all stages, from startup to $5M business, scale up.
The Leadership Flywell includes…
1: Inspiration - getting people motivated to change. 2: Engage - connecting with people on a deeper level. 3: The Process of Planning - going through the right cadence of quarterly meetings. 4: Coaching
Learn more about Bill by visiting his website https://scalingcoach.com/
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Sep 7, 2021
Episode 72: Becoming A Brand Champion with Josh Fuller
Josh Fuller talks about growing your business through best practices borrowed from multiple sources. He has had the opportunity to work in multiple spheres as an entrepreneur throughout his career, and has gained a lot of great experiences and insights along the way. He specifically has been able to successfully jump on opportunities as they arose throughout his work to find new success.
In 2009 Josh Fuller started a specialty design/print company serving high school and college athletic departments, but after landing an account with a Fortune 100 insurance company within the first 6 months of business, his company took an unexpected turn.
Josh and his team at Relevant Marketing Solutions (www.relevantadvantage.com) now provide a full suite of marketing services for mid to large size companies including: print service, branded merchandise, graphic design, and video production. Josh is passionate about helping his clients better understand how to not only get noticed, but how…
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Aug 30, 2021
Episode 71: Greg Gaines The Team Sales Coach
Greg and Bradly discuss Greg's work history as an insurance agent, financial advisor, and now owning a coaching and consulting business. Key to Greg's success are his strategies for managing his thoughts. He call these Mind Tracks, and they include...
* What you say to yourself on a daily basis
* Changing what you tell yourself
* Believing what you're saying
To learn more about Greg Gaines' business, visit www.teamsalescoach.com
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Aug 23, 2021
Episode 70: Walter McCone With CareerPlug Shares How To Recruit Better Talent
Ready to have a hiring process that works?
Walter McCone from CareerPlug (https://www.careerplug.com) sits down with Bradley to discuss recruitment. You’ll hear more about…
Best practices in recruiting, including how to write a job description that converts, what terms to avoid, and reaching the right audience with your job listing.
Hiring trends in insurance agencies. They discuss the type of talent that is being recruited and why you should consider hiring people with experience outside the insurance field.
Learn why a responsive employer is better able to recruit top talent. Hear how texting platforms have grown in popularity and effectiveness. Consider using a career listing platform that acts as a hub for openings in your company.
Finally, learn more about how tools like CareerPlug can help you find the best members for your team!
Learn more about CareerPlug's Insurance Hiring Software: https://www.careerplug.com/clients/insurance-hiring-software/
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Aug 16, 2021
Episode 69: David Peterson On Leveling Up Your Agency
Bradley sits down with State Farm Agent David Peterson and discusses what led to his success that has continued into being on track for 600 life insurance policies in 2021.
Hear David break down intentionally developing your team including...
* His system of implementation for development
* Why he prefers specialization for each area of insurance sales
* Believes in “running of the plays” from his playbook for insurance sales
* Spending 15-30 minutes daily to review applicants or court team members to find the best recruits possible
Ready to get started in building a high-performing team?
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Aug 9, 2021
Episode 68: Disrupting The Banking Industry with Yoseph West, Founder Of Relay Bank
Yoseph West is the Co-Founder & CEO of Relay Financial, a business banking platform that gives SMBs better visibility into their financials and simplifies collaboration between small business owners and their advisors — accountants and bookkeepers.
In today’s podcast, he shares specifics on the problems solved by Relay Bank. He and Bradley discuss how Relay Bank is “business banking reimagined for the 21st century.” He also discusses the concept of fast growth culture, including…
* Use of remote work
* How much work space is needed
* Challenges with hybrid work culture
* How to set goals and targets
He shares how he and his team has worked to keep the same culture that was created with 6 employees with 50-100 employees.
He and Bradley also discuss the future of banking, looking at predictions based on how things have been going. Finally, they talk through the pros and cons of bootstrapping vs. taking on outside capital.
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Aug 2, 2021
Episode 67: Complacency Kills with Alex Shattuck
Complacency is sneaky. Former Marine Alex Shattuck shares how the principles he learned during his time in service helped him find success in business. He shares from his book, “Complacency Kills,” how the three main areas of business impacted by complacency are people, marketing, and structure.
Alex and Bradley also discuss the role complacency plays in recruiting, and ultimately how to overcome it in all areas.
Learn more about Alex and get a copy of his book: https://www.alexshattuck.com/about/
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Jul 26, 2021
Episode 66: Dr. Julie Bell - The Mind Of A Champion
Have you ever wondered how a champion athlete would approach running your business?
Today on The Club Capital Leadership Podcast, Dr. Julie Bell shares secrets that athletes use for success. Her six key points are the sports approach to business.
Julie covers…
* Where is your confidence coming from? Place it in the process not in the outcome.
* The difference between having a game plan and a WINNING game plan.
* Differences and similarities between sports and business.
* Strengths & Weaknesses, and how you reconcile it.
* The dangers of comparison, and the positives of seeing what’s possible when comparing yourself to others.
* Training confidence in your team.
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Jul 19, 2021
Episode 65: Money Mentor Group on Taking Control Of Your Finances
Taking control of your finances starts here! Alissa Locke, consultant with Money Mentor Group, shares how you can do just that...
-Deal with your relationship with your money. Money mindset and behavior. Like a personal trainer but for your finances.
-“Budgeting’ isn’t about being restricted or deprived…. It’s about control and power.
-Spend on things you value and scrimped on things that aren’t as important to you. “You can afford anything, you just can’t afford everything”
-Automate your debt repayment and your saving/investing.
-Decide how you want to spend your time
Alissa is a Financial Coach with Money Mentor Group and strives to help you become BFFs with your money! Money Mentor Group offers one-on-one financial coaching, group coaching, workshops, courses, many free downloads and even ebooks. (www.moneymentorgroup.com)
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Jul 12, 2021
Episode 64: John Lee Dumas and The Uncommon Path to Success
If you’re tired of spending 90% of your day doing things you don’t enjoy and only 10% doing things you love, then you’re in the right place.
John Lee Dumas is sharing the the success principles that he extracted from thousands of hours of conversations with the world’s most inspiring and successful entrepreneurs.
He explains his FOCUS principle - “Follow One Course Until Success,” and how you can put it into action in your own business.
John is the founder and host of the award winning podcast, Entrepreneurs On Fire.
His first traditionally published book, The Common Path to Uncommon Success is the modern day version of Think and Grow Rich with a revolutionary 17-step roadmap to financial freedom and fulfillment.
Learn more at UncommonSuccessBook.com
Check out Entrepreneurs On Fire here: https://www.eofire.com
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Jul 5, 2021
Episode 63: Celine Williams on Designing A Culture For Success
How do we design a culture that breeds success?
Céline Williams answers this question on The Product Entrepreneur Podcast. She shares that you need to first understand where you are, then articulate where you would like to be, in order to gameplan how to get there. Bradley drew the analogy of creating a Google Maps navigation for your culture.
She shares these important steps in creating a culture for success: (1) Break down unconscious biases (within the organization and each person). (2) Explore different perspectives. (3) Change the way each individual shows up – for themselves, their employees, and the organization.
Céline is a culture engineer, business strategist, and speaker who helps entrepreneurs and conscious companies build strong and (wildly!) successful businesses in a conscious, intentional, and human-focused way.
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Jun 28, 2021
Episode 62: Travis Simon & Reverse Engineering Success
Have you ever gotten stuck trying to figure out the next step? In this episode, Travis Simon shows how to reverse engineer what you want out of life into making your business the conduit to achieve it.
You’ll learn how to define the WHY behind the WHAT. Travis shares key strategies to get unstuck when paralyzed in perfectionism. You’ll begin to think through simplifying your processes and systems. Travis then shares the key things to measure in your business. Finally, Travis and Bradley discuss the differences between business owners who achieve what they want and those who do not.
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Jun 21, 2021
Episode 61: Bob Burg and The Go-Giver
Wish you had endless referrals to your business?
Today on The Club Capital Leadership Podcast, Bob Burg - author of The Go-Giver and The Art of Persuasion - shares five key parts of his value structure, including
* What value means and how to give more than you take.
* How to develop relationships so that people both like and trust you, leading to endless referrals.
* The five elements of value, including Excellence, Consistency, Attention, Empathy, and Appreciation.
* What you can take away from John Maxwell’s “Leadership Is Influence” philosophy.
* How to gain commitment instead of compliance in your team..
Bob shares why he believes referrals are the best way to build your business, and this framework teaches you how to gain more referrals.
For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their referral business.
Although for years he was best known for his sale…
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Jun 14, 2021
Episode 60: Gary Inzana "The Hire Guy" Talks Recruiting
Gary "The Hire Guy" Inzana specializes in insurance recruiting, and has helped many top insurance agents and new agents across the country with their biggest obstacle: staffing their agency. On this episode you’ll learn...
* Why recruiting is difficult.
* Why retaining is as important as retaining great talent.
* Recruiting for sales vs. customer service.
* When he felt was a good place in the interview process to utilize assessments.
* How to make your job listing stand out.
* Advantages of implementing a group interview.
* His favorite interview question: “Why are you here?”
* The most misunderstood part of recruiting.
Gary’s company interviews over 20,000 candidates per year, helping place insurance sales & service producers that drive real results for over 400 agents to date. He started Top Tier Recruiting and Consulting LLC in his basement, interviewing 15,000 different people alone in the first 10 months, until he enlisted help.
With support fro…
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Jun 7, 2021
Episode 59: Ed Slott and The Retirement Savings Time Bomb
Are you financially prepared for retirement?
America’s IRA Expert Ed Slott is explaining whether permanent life insurance or a Roth IRA are more beneficial.
You’ll hear his expert advice on:
* Tax Arbitrage
* What people want from their retirement plan and life insurance policies
* Whether you should pay taxes now or later on your retirement income
Ed Slott was named The Wall Street Journal’s “Best Source for IRA Advice and is the media’s go-to resource for breaking news affecting retirement tax planning. He is the creator of Ed Slott’s Elite IRA Advisor group and released his latest book, “The Retirement Savings Time Bomb” earlier this year.
Ready to set yourself up for a lucrative retirement?
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May 31, 2021
Episode 58: Weldon Long and The Prosperity Mindset
Do you have an individual prosperity plan? What about one for your company?
Prison inmate-turned hugely successful entrepreneur and speaker Weldon Long breaks down how your quiet time rituals can set you up for success. He also shares how your public declarations influence your actions. You’ll learn…
* The path from thoughts - emotions - actions - results
* How to create habits
* What to think about in your daily quiet time
* The power of cognitive dissonance
* The importance of focus and purpose in everything you do
Learn more about Weldon Long and get your copy of his NY Times Bestseller, The Power of Consistency - Prosperity Mindset Training for Sales and Business Professionals as a gift to you from our sponsor Direct Clicks:
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May 24, 2021
Episode 57: Jay Adkins Part 2 - The Success Paradigm & Team Building
What are the four key things you should consider when setting goals?
This week on the Club Capital Leadership Podcast, Jay Adkins is sharing…
* The value of a morning routine and the importance of what it includes
* Mindset management
* How to develop strategy
* Specific goal-setting takeaways for insurance agencies
Jay also shares how to develop yourself personally through his 4 key things to become a better leader. He is the host of The Success Paradigm: The Story Behind Glory, a podcast that goes in depth with industry leaders about their journey to success.
Looking for new reading material? Get your copy of Mike Michalowicz’s book Fix This Next from our sponsor, Direct Clicks, Inc. here!
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May 17, 2021
Episode 56: Jay Adkins Part 1 - The Success Paradigm & Team Building
Jay Adkins, host of The Success Paradigm: The Story Behind Glory, shares how to develop yourself personally and professionally.
From hitting rock bottom and losing his entire team, to realizing he was the problem, to developing himself into a better leader, he's sharing his journey.
You'll hear his personal routine for development, how to create a culture that employees want to be in, and leading yourself first.
Looking for new reading material? Get your copy of Mike Michalowicz’s book Fix This Next from our sponsor, Direct Clicks, Inc. here: https://www.directclicksinc.com/club-capital-michalowicz
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May 10, 2021
Episode 55: Mike Michalowicz - Profit First & Business Strategies
What if you could guarantee that growth in your business would last? Mike Michalowicz has developed a strategy to do just that over the course of his time selling two multi-million dollar businesses and now leading two new multi-million dollar ventures.
He is sharing his genesis story, his losses on the way to success, the business hierarchy of needs from his best-selling book Fix This Next, and the Profit First Methodology showing where sales and profit come into play in your business.
Mike is a former small business columnist for The Wall Street Journal and business makeover specialist on MSNBC. Mike is a popular main stage keynote speaker on innovative entrepreneurial topics; and is the author of Fix This Next, Clockwork, Profit First, Surge, The Pumpkin Plan and The Toilet Paper Entrepreneur.
Get your copy of Mike’s book Fix This Next from our sponsor, Direct Clicks, Inc. here: https://www.directclicksinc.com/club-capital-michalowicz
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May 3, 2021
Episode 54: Matt Jonza - Dramatically Improve Your Online Marketing
Do you know the amount you should be spending on ads? Today on the Club Capital Leadership Podcast, Matt Jonza from Direct Clicks is sharing key information about ads, SEO, and Google automations.
He is sharing:
* What Google has done for automation
* How to work with a digital marketing company & important questions to ask
* What success looks like in digital marketing
* Important tips for SEO best practices
* How much to spend on ads depending on the results you want
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! Click here to get yours.
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Apr 26, 2021
Episode 53: Tim Harrington - Establishing Consistent Habits To Create Results
Did you know the size of your paycheck is based on the size of the problems you solve?
Today on The Club Capital Leadership Podcast, Tim Harrington is sharing how to have consistent execution by establishing habits and routines that create the results you want. Because he believes that life moves in the direction of your strongest thoughts, he is also sharing how to shift your focus away from the problem and spend energy focusing on the solution.
You’ll learn:
* How to attract potential employees
* How to master the fundamentals that are critical to business
* Why it’s important to be accountable to yourself and establish accountability for your team
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! Use this link to get yours.
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Apr 19, 2021
Episode 52: Jerry Acuff - Using Knowledge and Relationships To Create An Edge
Ever wondered why you can’t seem connect with some leads?
Today on the Club Capital Podcast, Jerry Acuff is discussing being your authentic self and utilizing pattern interruption when working with potential or recurring clients.
Jerry is the CEO and founder of DELTA POINT in Scottsdale, Arizona. His company works with sales and marketing leaders to implement innovative ways to sell and market in today’s crowded marketplace. Their client list includes 18 of the top 100 companies in the world.
Jerry is also the author of 4 best-selling business books on building valuable business relationships and thinking like a customer. 11 Universities in their Marketing Curriculum use his first book, The Relationship Edge in Business.
Ready to create a relationship edge in your own business? Listen now!
Have you gotten your free copy of Jerry Acuff's book "The Relationship Edge?" Our sponsor, Direct Clicks Inc., has partnered with us to give YOU a free copy! Use this link to get…
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Apr 12, 2021
Episode 51: Ron Carucci - Why Honesty Is Critical For Success
Wondering why your company struggles to implement needed change? It could be that trust and transparency are lacking in your communication.
This week on the show, Ron Carucci shares why honesty paired with good timing is critical for your company to grow and pivot successfully. As a consultant, he often finds himself taking implicit communication and making it explicit to create needed change.
Ron also shares how to create equity in the relationship in order to be able to share feedback with honesty. This key skill in building any team will transform how communication happens within your company.
Ron has worked with diverse clientele, from start-ups to Fortune 10’s, non-profits to heads-of-state, and turn-arounds to new markets and strategies, using his expertise to support overhauling leadership and culture to re-designing for growth. He is the author of 9 books, including the recent Amazon #1 Rising to Power and the forthcoming To Be Honest, Lead with the Power of Truth,…
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Apr 5, 2021
Episode 50: Mark Hunter - The Mind of a Sales Hunter
What is the mindset you need to have for sales?
Mark Hunter, the Sales Hunter, is recognized as one of the top 50 most influential sales and marketing leaders in the world. The focus of his work is helping to influence and impact others to help them see and achieve what they didn’t think was possible. In this episode, he shares how to increase the lifetime value of your customers by expanding your relationship into other lines of business.
Unlike some of our other guests, he relies on prospecting instead of referrals for growing his business, and he is sharing how to do just that through time blocking, turning sales into a conversation, and compensating your team in a way that motivates them.
Mark is author of “A Mind for Sales” his other books include: “High-Profit Prospecting” and “High-Profit Selling.” He’s been quoted in Forbes, Inc, Entrepreneur and Bloomberg’s Business Week. Clients he’s had the privilege to work with range from numerous “Fortun…
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Mar 29, 2021
Episode 49: Leaving A Legacy with Future Legacy Partners
How are you solving problems with the members on your team?
Whether you’re a leader or a team member, the willingness to address a problem and solve it together is key. On our show this week, we’re discussing how to develop your team members with Future Legacy partners Krista Hawkins and Wendy Smith.
Krista Hawkins and Wendy Smith have coached thousands of insurance agents. Wendy’s calling is to minister to the hearts and minds of people. As a co-founder of Future Legacies, LLC, Wendy supports those who hope for something better and helps them to achieve it. Krista Hawkins has invested her career in helping others to create new beginnings. She has found the keys to success are knowledge and education, a commitment with emotional connection, and preparation followed by action. Taking small steps can be the best way to create lasting change and new beginnings. These new beginnings become the foundation for building Future Legacies for ourselves and others.
These leaders shar…
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Mar 22, 2021
Episode 48: How to Improve Sales by Simplifying Strategies with Thomas Ntuk, Part 2
We’re back with the second half of our special two part interview with Thomas Ntuk, the Sales Simplification Guru. If you have a difficult time explaining concepts and sales strategies to your team, give this week and last week’s episodes a listen.
Thomas Ntuk has been involved in the financial service industry for more than 43 years, including 35 as a State Farm Agent. Award winning sales Legend. He has consulted, trained, and “Secret shop” for Ritz Carlton, State Farm Insurance, and Palace Resorts in Cancun. He specializes in simplifying sales processes to generate exponential results. As a motivational speaker, he’s a member of the Global Speakers Network and the US National Speakers Association. He's a highly sought after multi-industry subject matter speaker and trainer. And we are thrilled to have him on our podcast.
In this two part interview, we talk about:
* Life insurance in depth
* Reorienting the way you look at your year by looking at what you do daily
*…
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Mar 15, 2021
Episode 47: How to Improve Sales by Simplifying Strategies with Thomas Ntuk, Part 1
If you have a difficult time explaining concepts and sales strategies to your team, give this week and next week’s episodes a listen. On today’s show, we have the pleasure of interviewing Thomas Ntuk, also known as the Sales Simplification Guru, in a special two part interview.
Thomas Ntuk has been involved in the financial service industry for more than 43 years, including 35 as a State Farm Agent. Award winning sales Legend. He has consulted, trained, and “Secret shop” for Ritz Carlton, State Farm Insurance, and Palace Resorts in Cancun. He specializes in simplifying sales processes to generate exponential results. As a motivational speaker, he’s a member of the Global Speakers Network and the US National Speakers Association. He's a highly sought after multi-industry subject matter speaker and trainer. And we are thrilled to have him on our podcast.
In this two part interview, we talk about:
* Life insurance in depth
* Reorienting the way you look at your year by…
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Mar 8, 2021
Episode 46: Growing Your Book of Business Through the Mortgage Industry with Tom Williams
If you’ve ever thought you’ve exhausted your current book of business, there’s a chance it just needs a bit of TLC. Our guest today, Tom Williams of Sales Leadership Consulting can help you with just that. Tom has been a professional in the mortgage industry for over 20 years and has seen all kinds of books while partnering with over 170 agencies. As a business consultant, Tom teaches others how to diversify their book and find opportunities where one wouldn’t typically look.
In this episode we discuss...
* Objection handling
* Building a pipeline of clients
* Best practices with life insurance
* Benefits of working with someone in the mortgage industry
* Why you should consider getting your mortgage license
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast!
_________________________
Be sure to contact our wonderful sponsor, Direct Clicks Inc, to give your agency the marketing boost it needs. Check out Di…
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Mar 1, 2021
Episode 45: Why You Need a Virtual Assistant with Tracy Harwood of Rock Solid Virtual Assistants
As a small business owner looking to grow, you may find yourself having bitten off more than you can chew. This happens to the best of us! If you’re feeling overwhelmed, entirely too busy, unorganized, and are finding yourself dropping the ball from time to time, this episode is for you. On our show today, we have the pleasure of interviewing Tracy Harwood, founder of Rock Solid Virtual Assistants.
Tracy and her team specializes in matching stressed out business owners with highly qualified executive and creative virtual assistants. It is obvious her passion for her work extends beyond herself as her entire team has been fantastic to work with. If you’re considering hiring an assistant but don’t know where to start, give this episode a listen and call Rock Solid. They are offering 15% off of the first 2 months of service for listeners of this show. Simply mention The Club Capital Leadership Podcast to redeem the discount.
In today’s episode we discuss:
* Tracy’s backgr…
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Feb 22, 2021
Episode 44: The Mindset that Can Take Your Agency to $40M with Jeremy Olson and Kristin Isaacson of RPOA
Growing any business to over a million dollars is no small feat. Growing an insurance agency to over $40 million is something else entirely. Our guests today, Jeremy Olson and Kristin Isaacson of The Olson Agency, are no strangers to exceeding industry standards. The pair are known to value the importance of role play in their businesses and fully embracing a growth mindset. Their tenacity and commitment to investing in their team have allowed them to become a leader in the insurance agency business. Jeremy and Kristin drop some incredible insider’s knowledge in this episode that you won’t want to miss. Click to listen now!
In today’s episode we discuss:
* The importance of a growth mindset
* How to grow an insurance agency from $0 to $40M.
* Why surrounding yourself with incredible talent is worth the investment
* How to properly invest in your people
* How Jeremy doubled the size of his business with role play
Enjoy this episode? Help us reach more listeners like y…
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Feb 15, 2021
Episode 43: The Top Phone Mistakes You're Making with Gail Goodman, The Phone Teacher
Have you ever heard of proper phone etiquette? Yes, it's 2021 but there is still a right way and a wrong way to talk on the phone especially when it comes to the insurance industry. In today's episode, we sit down with Gail Goodman, also known as The Phone Teacher. She walks us through a few phone faux pas you might be using in your agency. She brings her three decades of experience training over 80,000 financial professionals to this very important topic. So, click to listen now and find out if you or your team members are making these phone mistakes!
In this episode, we talk about:
* What is considered “bad language” on the phone
* Objection handling
* Ghosting or not answering when they don’t recognize the number
* How to sell the appointment on the phone
* Mistake, pitfalls, and things to avoid
* How to overcome call reluctance
Enjoy this episode? Help us reach more listeners like you by subscribing, rating, and reviewing this podcast!
_____________________…
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Feb 8, 2021
Episode 42: Coaching for Success with 2020 PGA Teacher & Coach of the Year, Mark Blackburn
Our guest today, Mark Blackburn, was the recipient of the 2020 PGA Teacher and Coach of the Year, which is one of the highest achievements in the golf industry. His Blackburn Golf Academy develops and coaches juniors, club golfers, elite amateurs, college and professional clients from around the world. Among the many PGA Tour golfers taught by Blackburn are Chez Reavie, Kevin Chappell, Charley Hoffman, Mike Weir and Heath Slocum. Even if you’re not a golfer, this episode will hopefully help you discover better methods to coaching your teams for success.
In this episode, we talk about:
* The importance of having a growth mindset
* How humble beginnings are drivers for achievement
* Every player is like their own business
* Everyone has their own process and intervention only comes in two opportunities
* Why using critical thinking to work through everything is so crucial
* How to customize solutions for each of your team members
_Learn More_
Blackburn Golf Academy…
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Feb 1, 2021
Episode 41: How to Experience the Double Win with Chad Cannon of Michael Hyatt
If you’ve been following our podcasts for a while now, you might have heard us mention the name Michael Hyatt before or the Full Focus Planner. Who is Michael Hyatt? Well, he’s the founder of Michael Hyatt & Company, a leadership development firm helping successful, but overwhelmed leaders get the focus they need to win at work and succeed at life. This concept is known as the Double Win.
Our guest on today’s podcast is Chad Cannon, the Chief Sales Officer at Michael Hyatt. Chad previously ran his own full-service marketing firm where he first experienced the Double Win. Prior to his role as CEO at Chadwick Cannon Agency, he was the Vice President of Marketing for Thomas Nelson Publishers, now a division of HarperCollins. Chad is no stranger to marketing and scaling businesses. In fact, he’s had the experience of scaling his own agency to multiple seven figures, and leading more than 225 book marketing campaigns, with 16 titles reaching the New York Times Bestseller List. No…
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Jan 25, 2021
Episode 40: Making Founders Replaceable with Ari Meisel
Do you struggle with not enough time in the day to do everything you want to do? Do you find yourself having to choose work over free time, family time, time to yourself? If you’re feeling overwhelmed, you’re definitely not alone. Most entrepreneurs find themselves in the same predicament especially when they are trying to grow their business. If you ever wished you could get more done while doing less, today’s episode is one you’ll definitely want to hear.
Just as most therapists have a therapist, every coach should have a coach. Our Director of Coaching, Bradley Hamner, is sitting down with his coach, Ari Meisel on today’s episode. Ari Meisel is a self-described “Overwhelmologist” and founder of Less Doing. He helps entrepreneurs who have opportunity in excess of what their infrastructure can support, find focus, flexibility, and freedom in their business. The methodology enables founders to become replaceable so they can scale their business.
Bradley and Ari touch…
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Jan 18, 2021
Episode 39: Keys to Creating a Winning Brand with Clover Collective
Are you struggling to stand out amongst the sea of insurance agents and agencies? Are you looking to level up your personal branding this year? If so, our guests today are here to demystify some of that process and give you insight on approaching your brand.
In this episode, we had the pleasure of interviewing Tina Caye and Brionne Griffin, founders of Clover Collective, a digital marketing agency. With over 25 years of combined experience between Tina and Brionne, these marketing mavens shed some light on the challenges of personal branding for the insurance industry.
We cover quite a bit in this interview so be sure to have a paper and pen handy to take notes!
Here are some of the topics:
* What is brand strategy? And what does that mean for insurance agency owners?
* How do you find your niche market and work with dream clients?
* What is the difference between personal brand and business brand? And how do the strategies differ between the two? How should an insurance ag…
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Jan 12, 2021
Episode 38: Building a Better Business Plan with Bradley Hamner
In today’s episode, Club Capital’s Director of Coaching, Bradley Hamner talks about building a better business plan. He specifically walks through the mindset, skillset, and toolset you need to build a better business plan.
Yes we know it’s already January of the new year and many of you have already checked this box a month ago. But, are you sure your business plan is the best it can be? Is your business plan setting you up for success or is it filled with unattainable goals? Does it have the ability to guide you back on track when something doesn’t go according to plan?
If these questions are important to you, give this episode a listen! Remember, it’s not too late to revise your business plan to make it better for the rest of the year.
Want to take it one step further? If you’re interested in growing your business, growing your leadership, and growing and developing your team, you need to check out Club Capital University!
Club Capital University is the only memb…
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Jan 4, 2021
Episode 37: Anthony Iannarino on the Most Important Components of Sales Strategy
We’re starting off 2021 strong with a very special guest on today’s podcast episode. With us today is a highly respected international speaker, bestselling author, entrepreneur, and sales leader specializing in the complex business-to-business (B2B) sales, Anthony Iannarino.
Anthony is best known for his work at The Sales Blog, which has helped him gain recognition as a top thought leader in sales strategy. He’s written numerous books on sales including: The Lost Art of Closing, The Only Sales Guide You’ll Ever Need, and Eat Their Lunch.
In today’s episode, we touch on a variety of topics such as:
* What are the only three choices for you to make in your business?
* What are the four different levels of value?
* How to get better at asking questions and what does it mean to be consultative. And the only two things you need to become a “Trusted Advisor”.
* We also cover what you REALLY need to be looking for when recruiting sales team members and the mos…
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Dec 28, 2020
Episode 36: 2020 Best of the Best
Welcome back to another episode of the Club Capital Leadership Podcast! As the final episode of 2020, we will be looking back at some of the most impactful moments and guests we had on the show.
2020 has been a challenging year in more ways than one. We’ve all had to learn to adjust, pivot, change, and adapt as business owners, fathers, mothers, and leaders. But it’s in these times that we’ll be able to reflect back at the growth we’ve experienced.
This is our 2020 in review that we’ve prepared for you to move forward into 2021 and the new year no matter what comes your way. Our hope is for you to see problems as opportunities and find the silver lining in each challenge.
As you listen to the short snippets, it’s our hope that you will come away with just one nugget that sparks a fire that you will then bring into 2021. All progress starts in the mind with our mindset, then our skillset and finally our toolset.
Remember to continue to grow your leadership, grow…
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Dec 21, 2020
Episode 35: Club Capital Year End Special Episode
Well, it goes without saying that 2020 is a year we all will never forget!
On this special episode of the Club Capital Leadership podcast, we wanted to let all of you get to know the entire team at Club Capital just a little bit better. It’s because of all of you, our loyal listeners and members that the team at Club Capital has grown quite a bit this year. And while there are so many of the familiar voices you’ll know and recognize you may not have the opportunity to get to know them personally.
In addition, we are excited for you to get to know some of the incredible new team members that came on board throughout this year. In this special episode, they will each share with you one of their personal best and one professional best from this year that they will look back on. They will also share one quick tip that they feel will make a big impact to your business. So, listen for those golden nuggets as well!
We all had a lot of fun putting this podcast together and we’re excit…
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Dec 14, 2020
Episode 34: Chris and Bradley’s Favorite Books of 2020
If you’ve been a long time listener of our podcast, you might have noticed our passion for books. If you’re just tuning in for the first time and you’re curious about self development through books, this is the episode for you!
Today, we’re sitting down with our hosts, Chris and Bradley, where they reveal their favorite books of 2020. They each talk about their top 5 books of the year and why they’ve had an impact on their professional and personal development. We all know how unpredictable 2020 has been but one thing that’s helped both of them stay focused has been reading books.
Curious as to which books made the biggest difference in their lives? Listen to the episode to find out!
Even if you’re not an avid reader, we hope this episode will inspire you to pick up a book or two.
_Bradley’s Favorite Books of 2020_
Eleven Rings: The Soul of Success by Phil Jackson
Willpower Doesn’t Work: Discover the Hidden Keys to Success by Benjamin Hardy
Never Split the Di…
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Dec 7, 2020
Episode 33: Jerome Carlile of Mivation on the Magic Formula of Increasing Productivity by 43%
What would a 43% lift look like for your agency? And, what if there was a “Magic Formula” with simple steps that you and your team could implement immediately to achieve greater productivity?
Jerome Carlile is one of the Co-Founders of Mivation, a company that creates softwares such as Racing Snail and Leaderboard Legends that are designed to combat competition fatigue and drive productivity. Mivation’s products aim to “create a culture of performance with a solution that motivates, gamifies and rewards”.
According to Jerome, one of the most important elements when creating a great compensation and incentive plan is to keep it simple. He tells us why the less moving parts there are, the better the plan will be for both the agent and the manager. Furthermore, Jerome spills how to achieve a total of 43% increase of production if you do these 4 things with your compensation and incentive plan. Listen to the episode to find out!
After 16 years in business, Mivation has produ…
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Nov 30, 2020
Episode 32: How to Grow Your Business by Growing Yourself with Dr. Bhrett McCabe
Do you have what it takes to win?
In this episode, we sit down with Clinical & Sports Psychologist Dr. McCabe to discuss how to train our mindset to grow our business. We talk about the Success Formula, the five people you need to have in your life, and the four types of clients.
Dr. Bhrett McCabe combines his championship experience as an athlete with his clinical training as a psychologist to help competitors break free from their patterns of struggle and create winning solutions on their playing fields. He works regularly with coaches and athletes to overcome struggles of performance and managing the psychological burden of athletic injuries.
Over the past 10 years, Dr. McCabe has become a trusted resource for amateur, collegiate, and professional golfers on the PGA, LPGA, and Korn Ferry Tours. Additionally, Dr. McCabe is the Sports and Performance Psychologist for the University of Alabama Athletic Department, providing services to all sports, including the 2016 and 2018 Nationa…
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Nov 23, 2020
Episode 31: David Denning on Marketing Strategies for Insurance Agents
If you're looking to stand out in the insurance industry, our guest today is an expert on marketing tactics that will help you do just that.
David Denning, trains insurance agency owners to massively grow their businesses in the modern era. His company, Jumpstart Go, accomplishes this through their free Facebook Group “Marketing for Insurance Agents” of 16k+ agents nationwide and their in-depth coaching & training program “The Closers Clique.”
Through live coaching and weekly accountability, agency owners are achieving record-breaking months while optimizing their lead generation, sales processes, automation, and hiring & scaling. Join us as we sit down with David to discuss his approach to marketing and how he helps other agencies achieve their goals.
_Connect with David_
LinkedIn: David Denning
Facebook Group: Marketing for Insurance Agents
Website: Jumpstart Go
Training Program: The Closers Clique
_Articles by David_
The Insurance Agent's Guide to Creating Valuable…
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Nov 16, 2020
Episode 30: Troy Korsgaden on Strategies to Building and Maintaining a Successful Business
Ever wonder how an insurance industry legend approaches his business?
We're back with another incredible episode, this time with none other than Troy Korsgaden. Those of you who are in the industry might have heard of Troy or read one of his 7 industry books. If you're a fan (like us), you're in luck!
Today, we discuss with Troy several key topics that you don't want to miss.
* Why we are beginning to see the insurance industry pivot to a more seamless distribution ecosystem with open product platforms.
* How to successfully build relationships with clients.
* The Importance of being slow to hire and quick to fire in your agency.
* How to look at your agency as a “Gateway” to other products and services you offer.
* Why customers more and more want to have their experience tailored specifically to their needs and preferences.
* We’ve all heard that role play is important in our agencies, but why do we not do it consistently?
We are so grateful to have Troy on our…
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Nov 9, 2020
Episode 29: Scott Grates on How Your Daily Choices Determine Your Success
Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done.
This episode focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses.
We also discuss the importance of storytelling in sales and why leaning on an emotional component is how you win. Last but not least, if you are planning on being a referral based business, you have to learn how to earn the referrals. Scott also shares with us invaluable insight on how to do just that.
So, if you're struggling to get it all done, this is the episode for you!
Interested in more from Scott?
Get a personalized copy of his book here: Insurance Agency Optimization Book
Check out his web…
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Nov 2, 2020
Episode 28: Bradley Hamner on The Best Thing You Can do For You, Your Team and Your Business.
In this episode, Bradley Hamner, the founder of Business Growth Curator AND co-host of this podcast, gets put on the hot seat and shares the best things you can do for yourself, your team and your business.
Bradley is a very prolific man and wears many hats - father, husband, coach, agent, and business owner are just a few. He spends his free time reading, golfing and boating.
To learn more about Club Capital Coaching and how it helps Insurance Agents grow their business, visit this website!
Be sure to check out our Sponsors, Direct Clicks! Direct Clicks in the most trusted online marketing firm for insurance agents!
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Oct 23, 2020
Episode 27: Barry Rutten on Contrarian Views for Recruiting
As many of you learned in Episode 6, Barry Rutten is an agency owner income-maximization strategist, a multi-line insurance sales coach and a high premium life insurance sales mentor for results-oriented and high achieving captive and independent P&C agency owners, Barry helps agents create their Ideal Agency so they can enjoy maximum income, minimal stress & ultimate freedom.
Due to popular demand, we have invited him to come back and share his contrarian views on recruiting. What he shares with us might you clarity and peace of mind about finding the right employees.
To get in contact with Barry, please visit:
www.TheInsuranceSalesDoctor.com
Be sure to contact our wonderful Sponsor, Direct Clicks Inc, to give your agency the marketing boost it needs!
Are you a fan of laughing and staying informed? If so, follow Club Capital on social Media!
Instagram: https://www.instagram.com/joinclubcapital/
Facebook: https://www.facebook.com/ClubCapitalLLC/
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Oct 9, 2020
Episode 26: Paige Velasquez Budde on Creating Your Personal Brand
What does your personal brand say about you? Do you own your name on the internet?
Have you ever wondered how you can create your own personal brand and stand out from the crowd like all of those influencers and experts you follow on social media do?!
You may have heard of end to end brand management but what is that and how can we use it in our businesses?
Did you know there are three different types of content you can produce? What % of your content should be in which bucket?
What about social media platforms? There are so many out there today, should be repurpose the same content across all platforms? How often should we be posting to each platform? How is LinkedIn different from Facebook?
We cover SO MUCH in this podcast! We are excited to introduce all of your to personal brand expert Paige Velasquez Budde!
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Sep 23, 2020
Episode 25: Steve Suggs on How to Recruit the Best!
This week we welcomed sales expert, Steve Suggs, to the Club Capital Leadership Podcast.
As a salesperson, sales manager, speaker, trainer and consultant, Steve has been in the sales trenches for THIRTY-SEVEN years! After fifteen years in sales and sales management with Northwestern Mutual, he has spent the last 20 years as a partner with Sales Manage Solutions. Steve is also the author of, Can They Sell, a book that teaches you how to recruit the best salespeople.
On a daily basis, Steve uses all the tools and processes that you'll learn on this podcast episode. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell.
Steve answers all your questions on recruiting the best including:
* How can I find and capitalize on the best sales candidates?
* What's the fundamental difference between recruiting a sales team member versus a service t…
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Sep 16, 2020
Episode 24: Marc Azoulay on Optimizing Productivity in Business
This week's episode will teach you how to better manage your time, optimize your productivity, and win the week!
Meet, Marc Azoulay, a Psychotherapist in Boulder, Colorado who specializes in organizational development and executive coaching. Marc has been practicing for over eight years with individuals and leaders from a variety of industries. He serves as a consultant and coach to his clients and has made psychotherapy easily accessible to the business sector.
Many of the business owners that Mark works with have experienced burnout and procrastination, which is why he walks us through:
* How to rejuvenate and re-motivate yourself when experiencing burnout
* How to break the self-repeating cycle of burnout AND prevent further instances
In this episode, Marc reveals how YOU can become a more effective leader, utilize your time more efficiently, and capitalize on your productivity.
Check out Club Capital University: www.clubcapitaluniversity.com (https://…
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Sep 9, 2020
Episode 23: Bill Whitley on How to Navigate the Discovery Conversation with Customers
This week, we welcomed Bill Whitley back to the Club Capital Leadership Podcast for our first ever video- recorded episode.
Bill Whitley is a nationally recognized speaker, author, and consultant. He gained his wealth of knowledge and master storytelling abilities through his own experience as a top sales executive. He founded The Risk Advisor Institute over a decade ago and has since been helping multi-line agents across the country grow to the next level at a pace they never imagined!
In this episode, Bill walks us through the "Your World" conversation, which is a discovery conversation he has with his clients. Even better, he shows us how he has transitioned these conversations virtually.
Have you been looking for a way to better connect with your clients during COVID-19? Well, this is it!
Listen up as Bill walks you through word tracks AND shows you exactly how to have "your world" conversations with YOUR clients!
BONUS: Watch our video recording to see the tool th…
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Sep 2, 2020
Episode 22: Connie Kadansky on Proven Techniques to Overcome Sales Call Reluctance
This week, we're welcoming Connie Kadansky to the Club Capital Leadership Podcast!
Connie first encountered sales call reluctance in her career as a saleswoman, which led her to extensive research on the subject. She went on to become a licensee of Behavioral Science Research Press and today she works in a variety of industries to help individuals overcome their call reluctance. She has worked with powerhouse organizations including Fortune 50 corporations, universities, multi-national organizations, and national non-profits.
Connie reveals that there are several types of call reluctance that are important to identify within your team. Not only does she provide plenty of tips & tricks, but she also reveals an assessment that can measure for call reluctance AND motivation.
This episode will help you identify sales call reluctance AND how you can help your team members overcome it!
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.…
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Aug 26, 2020
Episode 21: John Shaffer on Recruiting and Developing Your Team
Meet John Shaffer.
As an agent for 13 years, John has found his home in the industry by combining a mom & pop environment with the corporate ideology of leveraging systems and processes.
John currently owns two offices in Florida, while also temporarily managing a third! Not only is his dedication to the industry impressive, but he's also led 6 of his team members to start their own agencies.
How does he do it? Two words. Culture and Recruiting.
Listen now to learn more about how to keep your recruiting pipeline full and create a winning culture.
Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com)
Find Club Capital on Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapit…
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Aug 19, 2020
Episode 20: Taking Your Insurance Agency to the Next Level with Michael Weaver
Not only is our podcast guest this week an all-star agent, he has led hundreds of his fellow agents to success as well.
Meet Michael Weaver.
Agent, business-owner, leader, and so much more...
Michael began his career in the insurance industry as a college intern, and opened his agency several years later in April 2014. After starting his own agency from scratch, Michael went on to become one of the Top 50 out of 19,000+ agents.
His success as a business-owner, coupled with his desire to help other agents transform their agencies, led to the creation of The Weaver Sales Academy. The Weaver Sales Academy is a sales coaching and training firm for insurance professionals that helps train their team and create excellent sales processes.
Want to know the secrets to taking your agency to the next level?
Listen now to find out!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)…
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Aug 12, 2020
Episode 19: A Healthy Work-Life Balance with Jonathan Le
In this week's episode, we deep dive into how to maintain a work-life balance and how psychology plays a large role in business ownership!
This week, we spoke with Clinical Psychotherapist and Licensed Professional Counselor, Jonathan Le. Based out of Bethesda, MD, Jonathan offers professional counseling services through his private practice, Anchor Point Professional Counseling, which he founded in 2014.
He has experience in a variety of counseling areas including mental health disorders, substance abuse addictions, and marital issues. Jonathan also works with a lot of different professionals and business owners, where he focuses on the discussion of maintaining holistic health and well-being.
Jonathan outlines tangible goals for business owners and explains exactly how you can master a healthy work-life balance!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)
Check out the C…
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Aug 6, 2020
Episode 18: Agent Spotlight: The Art of Leadership with Joel Laird
This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience.
With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team.
Joel realizes that not all days are going to be perfect, but he asks that his team be the best version of themselves that they can be on that given day. With this mindset, he has had great success in building his team.
Through this episode, Joel helps you navigate difficult situations, and manage your relationships with team members, for the BEST outcome!
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.…
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Jul 30, 2020
Episode 17: David Munson on How to Manage it All
This week we welcome 3rd Generation Agent, and Founder of Club Capital, David Munson, to the Club Capital Leadership Podcast. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019.
Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be.
Listen up as David explains the systems and processes that led to his success as an award-winning Agent.
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials)
Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital)
Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com)
Find Club Capital in…
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Jul 23, 2020
Episode 16 - Tom Hegna on Life Insurance Wealth
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.
To learn more about Tom, make sure you check out his webinars at https://tomhegna.com/webinars
Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents.
Check out the Club Capital Website: www.club.capital
Check out our Sponsor: www.directclicksinc.com
Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find
Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/
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Jul 16, 2020
Episode 15 - Micah Cannon on Top Financial Mistakes Agents Make
Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make.
Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view.
Not only does Micah share how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep, he provides us exclusive insight into the course that Club Capital Univeristy is dropping - Financial Essentials for Insurance Agents.
Check out the Club Capital Website: www.club.capital
Check out our Sponsor: www.directclicksinc.com
Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find
Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/
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May 28, 2020
Episode 14 - Scott Foster and Steve Cannon on Leadership, Team-Building and Life Insurance
Scott Foster and Steve Cannon, two legends in the world of insurance, stop by the Club Capital Leadership Podcast to share jewels regarding running an agency, taking care of your community, life insurance and retaining clients and employees for decades.
Scott is a native of Georgia, Scott graduated Magna Cum Laude from the University of Georgia with a degree in Risk Management & Insurance. Along with his CLU designation, Scott is a life and qualifying member of the Million Dollar Round Table. He has been in the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016.
Steve grew up in Greenwood, South Carolina and graduated from The Citadel with a degree in Business Administration. He worked in the medical sales field for seven years before joining the State Farm family in 1988…
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May 14, 2020
Episode 13 - Craig Wiggins on Leadership Through COVID-19
Craig Wiggins became an agency owner in 1996. He started with 0 policies and no employees.
Today he has built one of the largest agencies in the country with 4 locations in 2 states and over $35,000,000 in annual premium. Craig and his Agency consistently win top awards and recognitions year after year. Craig understands that developing a solid team of winners is crucial for success. His true passion is coaching and developing teams to reach their full potential. This is why he has multiple award-winning Sales Agents that write over 100 items every single month.
Craig and his wife Wendy have two children and they reside in Huntsville, AL. He loves to spend his free time coaching his sons in sports, hunting, and fishing at his farm, and watching Alabama win National Championships. Feel free to reach out to Craig if he can help you or your team in any way.
Check out the Club Capital Website: www.club.capital
Checl out our Sponsor: www.directclicksinc.com
Find Club Capital in Faceboo…
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Apr 30, 2020
Episode 12 - Ann Cohan on How to Find and Keep The Best Talent
Ann Cohan is the President of The Marvis Center, which was founded the firm in 1992 after thirteen years of corporate experience in sales, sales management, and training with both Savin Corporation and Sprint – leading the training and development departments for both organizations. Using her corporate experiences as a base, she created MARVIS which serves clients around the world – from small, local insurance agencies, to Fortune 500 giants.
To check out other great episodes just like this one, subscribe to the Club Capital Leadership Podcast!
Check out the Club Capital Website: www.club.capital
Checl out our Sponsor: www.directclicksinc.com
Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/
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