74 episodi
The Scratch Agency Podcast The Scratch Agency Podcast
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- Economia
The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.
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Finances with Victor Zayas
Welcome to Episode 74 of the Scratch Agency Podcast! In this episode, join us as we dive deep into the world of entrepreneurship, finance, and team management with our special guest, Victor Zayas.
🔔00:00 - Introduction
🔔01:15 - Discussion on Email Delegation and Accountability
🔔03:12 - Victor's Career Transition from Corrections to Financial Planning
🔔06:32 - Importance of Mental Toughness and Persistence in Entrepreneurship
🔔12:42 - Tips for New Business Owners on Financial Knowledge
🔔14:31 - Knowing Financial Numbers and Planning
🔔16:22 - Tax Implications and Investment Vehicles
🔔23:12 - Importance of Employee Benefits and Retirement Contributions
🔔28:23 - Recruiting Strategies and Remote Team Culture
🔔31:48 - Clear Expectations and Communication in Team Management
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📌 Connect with us on social media:
Instagram: The Scratch Agency Podcast
TikTok: @thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Don't miss out on this insightful episode packed with practical advice for entrepreneurs and business owners alike! -
Finding the Right People with Scott Howell
Welcome to Episode 73 of the Scratch Agency Podcast! In this enlightening episode, we sit down with Scott Howell, a seasoned professional in the insurance industry, to delve into the keys to success, growth, and building strong relationships in business.
🕒00:00 - Introduction
🕒01:24 - Importance of consistency in podcasting
🕒04:27 - Value of asking for help in business
🕒05:25 - Importance of learning and progressing in career
🕒06:25 - Reflections on starting insurance career
🕒08:51 - Story of overcoming challenges in insurance career
🕒15:28 - The significance of continuous learning in insurance industry
🕒19:45 - Importance of building relationships with clients
🕒25:14 - Building a team and creating a positive culture
🕒32:24 - Hiring strategies for agency growth
🕒34:43 - Flexibility and adaptability in hiring practices
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor.
📌 Connect with us on social media:
Instagram: The Scratch Agency Podcast
TikTok: @thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
🔥 Don't miss out on this enlightening conversation filled with wisdom and actionable advice! Tune in now to level up your career and business endeavors. -
Set the Pace with Cole Caughern
Welcome to Episode 72 of The Scratch Agency Podcast! where we delve into the strategies and insights that drive success in the fast-paced world of insurance! In this episode, we're thrilled to have Cole Caughern join us as we explore the art of buying back time with the help of virtual assistants and dive deep into entrepreneurship and business growth within the insurance sector.
🕒 (0:00) - Introduction: Unlocking efficiency with a virtual assistant
🕒 (1:34) - Entrepreneurship and scaling in the insurance industry
🕒 (4:52) - Expansion tactics: Acquiring insurance agencies and driving growth
🕒 (8:43) - From transactions to transformations: Buying, selling, and optimizing processes
🕒 (12:41) - Navigating competition: Hiring and training in a dynamic environment
🕒 (16:55) - Sales mastery: Strategies and expectations in the insurance realm
🕒 (20:51) - Balancing act: Sales versus service roles in a digital marketing agency
🕒 (25:10) - Remote revolution: Building and nurturing successful sales teams
🕒 (29:46) - Power of preparation: Effective sales meetings and pre-qualification tactics
🕒 (33:17) - Retention game: Attracting and keeping top talent in sales
🕒 (37:50) - Agency dynamics: Captive versus independent models in the insurance landscape
🕒 (41:51) - The entrepreneurial journey: Agency ownership and the allure of independence
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
🚀 Whether you're a seasoned insurance professional, an aspiring entrepreneur, or a business enthusiast, this episode is brimming with actionable strategies and invaluable insights to propel your growth and success. Join us as we navigate the nuances of the insurance industry with Cole Caughern at the helm. -
Dating your Way to a Partnership with Agency CFO
Welcome to Episode 71 of The Scratch Agency Podcast! In this episode, we delve into the world of business partnerships with the insightful Don Rowan and Roe of Agency CFO. Join us as we explore the dynamics, challenges, and opportunities of forming partnerships in the business world.
⏰ (0:00) - Introduction to partnership opportunities and potential pitfalls
⏰ (3:08) - Approaching family and business partnerships
⏰ (4:19) - The importance of planning in business partnerships
⏰ (9:42) - Strategies for building successful business partnerships
⏰ (17:50) - Challenges of partnerships and the role of financial management
⏰ (21:26)- Merging two agencies with different philosophies
⏰ (25:09) - Insights from industry experts on partnerships in business
⏰ (31:38) - Partnering with other agencies for shared resources and success
⏰ (41:02) - Transferring wealth between generations
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: https://onhandvas.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Whether you're considering entering a partnership, currently in one, or simply interested in the dynamics of business relationships, this episode offers valuable insights and practical advice from seasoned professionals. -
Uncovering the Unrealized Need with Patrick Murakami
Welcome to Episode 70 of The Scratch Agency Podcast! In this episode, we dive deep into the world of insurance sales and business growth strategies with the incredible Patrick Murakami. Join us as we uncover valuable insights and strategies that can help you excel in the insurance industry.
⏱️(0:00) - Introduction
⏱️(1:45) - Leveraging Facebook groups for lead generation
⏱️(9:42) - Asking the right questions to uncover clients' needs and grow your business
⏱️(16:01) - Building brand awareness and providing value to clients through community groups
⏱️(20:31) - Leveraging Facebook groups for business growth
⏱️(23:41) - The importance of authenticity and connection in insurance sales
⏱️(29:12) - Building an insurance agency through social media and Facebook groups
⏱️(34:10) - More on leveraging Facebook groups for business growth
⏱️(39:23) - Growing and monetizing Facebook groups
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Whether you're just starting out in the insurance industry or looking to take your business to the next level, this episode is packed with actionable tips and strategies that you can implement right away. -
Community Call #2 with Automation King Patrick McBride
Welcome back to Episode 69 of The Scratch Agency Podcast! In this exciting installment of our Community Call series, we're joined by industry expert Patrick McBride to explore the fascinating world of automation in insurance agencies. Get ready to revolutionize your approach to efficiency and customer experience!
⏰ (0:00) - Introduction to Patrick McBride and the discussion on automation in insurance agencies.
⏰ (1:16) - Exploring technology and automation in the real estate industry for insights.
⏰ (3:43) - Balancing modernization with the personal touch in the insurance experience.
⏰ (7:06) - Maximizing lead velocity through automation in insurance agencies.
⏰ (13:26) - Streamlining lead assignment and automation processes within agencies.
⏰ (16:50) - Setting expectations for lead velocity and maintaining a personal touch in insurance sales.
⏰ (22:57) - Leveraging Zapier and Facebook ads to automate the insurance quote process.
⏰ (26:18) - Unpacking lead generation strategies and automation tactics in insurance agencies.
⏰ (32:01) - Finding the perfect blend of automation and personal touch in sales.
⏰ (42:20) - Prioritizing efficiency and enhancing customer experience through automation in insurance agencies.
⏰ (45:10) - Crafting an effective email marketing strategy tailored for insurance agencies.
⏰ (49:32) - Exploring insurance agency marketing strategies and workflow optimization.
⏰ (52:11) - Email marketing automation techniques and optimizing processes for success.
⏰ 56:53 - Discovering tech solutions tailored specifically for insurance agencies.
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
🔥 Don't miss out on this in-depth discussion on automation strategies and tech solutions that can revolutionize your insurance agency! Whether you're a seasoned professional or just starting, there's something valuable for everyone in this episode.