Ep. 6 - How Community Involvement and a Foundation Built on Morals and Integrity Lead to Success in Business – Chris Duncan, CLCS of FarmerWoods Group
Release Date: 11/01/2022
Ep. 14 - Why Income Replacement Over Insurance Disability - Tom Nicols CLU, FLMI, ACS, CPS Insurance Services
A Tough Business
Dan chats with Tom Nicols of CPS Insurance Services and discusses the importance of income replacement. Tom manages the Disability Income Department and is a Senior Marketing Manager for Disability Income Sales. He holds his CLU, FLMI and ACS industry designations as well as his P&C License, Series 6 and 63 Licenses.
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Ep. 13 - Jentry Harris REBC, THRP, The Mahoney Group and Health Rosetta Associate Advisor
A Tough Business
Employers are sick and tired of hearing that there aren’t ways to minimize their healthcare spending without disrupting the health and wealth of their employees. Dan sits down with Jentry Harris of the Mahoney Group. Listen in as Jentry discusses alternative solutions to the standard run of the mill insurance framework.
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Ep. 12 - Looking for more clients? Don’t overlook the middle market
A Tough Business
Looking for new prospects or clients? Join Dan and Marty as they discuss and explore untapped opportunities among middle market customers. Agents tend to focus their efforts on affluent or high-end business market clients, which can be beneficial - but it pays to remember there's a whole world of potential clients out there. By missing out on helping most of your potential client base you could be leaving money and impactful relationships on the table!
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Ep. 11 - How to Create an Exceptional Experience for Your High-Net Worth Clients
A Tough Business
Don't let the need for new customers overshadow those who have already shown commitment and trust in you! Dan and Martin discuss how they can help you expand your offerings and earning power by investing in customer relationships rather than chasing new ones. Dan offers to show you how to turn your high-net worth clients into relationship’s that encourages repeat business and referrals. Unlock the potential of limitless business growth by creating an exceptional experience that elevates your business to new heights, infinite success, built on clients eager to refer you within their network.
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Ep. 10 - Casey Strunk Highlights the Importance of Managing Human Capital
A Tough Business
Casey Strunk, president of The Strunk Insurance Group - a family-owned Employee Benefits Agency since 1982 – has seen firsthand the challenges that business owners face and recognizes how vital it is to manage Human Capital. This makes The Strunk Insurance Group an invaluable asset to business owners. Not only does his team provide trusted Employee Benefits advice and services; but they also extend that knowledge base and kindness into their community. When Casey's team isn't putting their expertise to work for clients', they're out there making sure that everyone has access to tools needed...
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Ep. 9 - Ditch the Idea of Becoming Successful. Become Significant, Success will Follow – Dan Valentine
A Tough Business
Dan outlines his proven strategy for becoming a significant part of his clients personal and business insurance needs. Dan is ready to teach you how to easily double your income without having to find new clients. We are here to help you make 2023 your most profitable year yet. Dan discuses his new website and the resources we created to guide insurance advisors on the smarter way to doing more business.
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Ep. 8 - The Tough Businesses of Automotive Sales with Steven Proksa of Simply Automotive Sales and Service
A Tough Business
Dan interviews Steven Proksa of Simply Automotive Sales and Service in Tempe AZ. Steven shares how he turned his passion for cars into a successful business. Steven discusses the hard work it takes to run and operate a business on integrity, while doing what’s best for his customers. Simply Automotive Sales and Service - 1961 E Apache Blvd, Tempe, AZ 85281 www.simplyautoaz.com
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Ep. 7 - Business Succession Planning with Chris Rich of GoldenHawk Professionals
A Tough Business
Dan sits down with Arizona native, and LifeBrokers Business Succession specialist Chris Rich. Chris has been helping business owners accomplish everything that is important to them for almost 30 years as the President of GoldenHawk Professional Associates, LLC.
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Ep. 6 - How Community Involvement and a Foundation Built on Morals and Integrity Lead to Success in Business – Chris Duncan, CLCS of FarmerWoods Group
A Tough Business
Dan sits down with Chris Duncan of FarmerWoods Group. As a fourth generation Arizonan, Chris has deep roots in the community. Chris talks about his involvement in giving back to the community he loves and the value of striving to become your client’s lifetime advisor and advocate.
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Ep. 5 - Annuities and Opportunities with Tony Zacharias, CES, NSSA – Director of Annuities and LTC Benefit Solutions at LifeBrokers
A Tough Business
Dan Valentine, President of LifeBrokers sits down with Tony Zacharias, the Director of Annuities and LTC Benefits Solutions at LifeBrokers. Tony discussed why Annuities are a good option for those looking for a safe play in short term investments. Tony offers insights to producers on which clients would be a good fit for annuities and how he is willing to assist agents who want to learn how to offer such products to their clients.
info_outlineDan sits down with Chris Duncan of FarmerWoods Group. As a fourth generation Arizonan, Chris has deep roots in the community. Chris talks about his involvement in giving back to the community he loves and the value of striving to become your client’s lifetime advisor and advocate.