77 episodes
The Scratch Agency Podcast The Scratch Agency Podcast
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- Business
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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A Playbook for Playbooks with Shawn & Stephen
Welcome to Episode 77 of The Scratch Agency Podcast! In this episode, hosts Stephen Turnbull and Shawn Fitzgerald dive deep into recent changes within their agencies, personal reflections, and the intricacies of managing a bustling schedule. Tune in as they share insights, challenges, and triumphs from their professional journeys.
⏱️ (00:29) - Introduction
⏱️ (04:36) - Dive into Shawn upcoming plans
⏱️ (05:04) - Shawn insights on onboarding a new executive assistant and the indispensable need for email management support.
⏱️ (08:29) - Stephen delves into the initial training process for Shawn new executive assistant.
⏱️ (09:54) - Explore the intricate folder structures and labeling system
⏱️ (14:31) - Stephen probes Shawn about his experience with virtual employees in creating processes and playbooks.
⏱️ (16:50) - Uncover Stephen strategies for batching podcast recordings and effectively managing his busy schedule.
⏱️ (18:46) - The importance of structured support during the training process.
⏱️ (19:39) - Gain insights into the challenges and advantages of delegating playbook creation to virtual employees.
⏱️ (20:36) - Systematic approach to process automation and playbook creation.
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Join us for an engaging conversation packed with actionable insights and personal anecdotes. -
From Six to Fifty Plus with David Borg
Welcome to Episode 76 of The Scratch Agency Podcast! Join us for an enlightening conversation with David Borg, where we explore the dynamics of family-established agencies, effective team management, and the challenges of remote and hybrid work models.
🔔(00:00) - Introduction
🔔(01:49) - David Borg's Journey in the Family-Established Agency
🔔(03:12) - Roles of Family Members in the Agency
🔔(05:31)- Agency's Management Structure
🔔(08:17) - Importance of Understanding Communication Styles
🔔(11:05) - Significance of Hiring the Right People
🔔(13:26) - Importance of Effective Communication in a Team
🔔(15:51) - Challenges and Benefits of Remote and Hybrid Work Models
🔔(17:45) - Setting Clear Expectations and Communication in a Hybrid Work Environment
🔔(18:38) - Importance of Patience and Planning in Starting a Scratch Agency
🔔(20:07) - Conclusion
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Tune in now for a thought-provoking episode filled with practical tips and strategies for agency owners and team managers alike! -
The Early Days with Billy Wagner
Welcome to Episode 75 of the Scratch Agency Podcast! Get ready for an insightful conversation as we delve into the world of entrepreneurship and insurance with our special guest, Billy Wagner, owner of Brightway Insurance.
🔔 (00:00) - Introduction
🔔 (03:18) - Starting the Scratch Agency Journey
🔔 (06:33) - Transitioning from a Six-Figure Job
🔔 (07:32) - Importance of Autonomy and Vision
🔔 (09:24) - Building Relationships and Scaling
🔔 (11:09) - Learning from Early Mistakes
🔔 (14:00) - Creating a Pathway for Growth
🔔 (17:17)- Focusing on Personal Growth
🔔 (21:09) - Setting Expectations and Enhancing Client Experience
🔔 (23:09) - Simplifying Processes and Client Interaction
🔔 (29:28) - Continuous Improvement and Client Satisfaction
📌 Connect with us on social media:
Instagram: thescratchagencypodcast
TikTok: @thescratchagencypodcast
🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Tune in now for an engaging episode filled with wisdom and practical tips for entrepreneurs and insurance professionals alike! -
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
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 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.