252 episodes

The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results.

With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams.

Leadership is not a title. Leadership is influence. Become a better leader and gain influence with your clients, team, and community.

The Agent Leader Podcast Brent Kelly--The Agent Leader Podcast

    • Business

The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results.

With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams.

Leadership is not a title. Leadership is influence. Become a better leader and gain influence with your clients, team, and community.

    Cow vs. Buffalo Mentality

    Cow vs. Buffalo Mentality

    Are you a cow or a buffalo in the insurance industry? Brent Kelly introduces a "cow mentality" and a "buffalo mindset" and how each pertains to different areas of an independent insurance agency.

    Learn how to shift from a cow to a buffalo with eight specific areas:


    Focus on problem vs. a focus on the solutions. (7:30)
    Activities vs. Results (9:00)
    Living in the past vs. Focus on what's next (10:07)
    Showing up and give up vs. Prepare and practice for desired results (11:43)
    Energy takers vs. energy makers (12:56)
    Complacent vs. Charging ahead (14:25)
    Already knowing vs. Always learning (16:55)
    Making excuses vs. seeking accountability (19:16)

    Does your agency currently operate as cows or buffalos?

    Assess where your agency falls in each of these areas and strive for a buffalo mindset in order to achieve your Best Version Possible.

    To access our Agency Transformation Scorecard, visit ww.sitkins.com/scorecard

    • 25 min
    Connecting with CFOs to Achieve Goals

    Connecting with CFOs to Achieve Goals

    What's the secret to building powerful relationships with CFOs?

    Unlock the key to establishing meaningful connections with CFOs by understanding their priorities, challenges, and strategic goals with this episode of The Agent Leader.

    Brent Kelly and Kari Glennon dive into what makes a CFO tick, from the nuances of their day-to-day responsibilities to the overarching strategies that drive their decisions. Learn why empathy, strategic alignment, and thorough preparation are your best tools for engaging with these top executives.

    Whatever your role in an insurance agency, this conversation offers valuable insights into the CFO's world. Discover the importance of differentiating between tactical and strategic roles within an organization and why knowing the psychographics of a CFO can be just as crucial as understanding their demographics.

    Don't miss out on learning how to communicate effectively with one of the most pivotal roles in any organization.

    Begin transforming your interactions with CFOs today.

    Resources mentioned:

    Agency Transformation Scorecard sitkins.com/scorecard

    Subscribe to CFO.com to stay informed about current financial and business trends.

    To access the full video and transcription of this episode, visit www.sitkins.com/blog/connecting-with-cfos-to-achieve-sales-goals

    • 25 min
    Dunking Agency Success

    Dunking Agency Success

    Brent Kelly discusses the parallels between dunking a basketball and achieving success as an independent insurance agency in this episode of The Agent Leader.

    Brent explains how training applies to both basketball and insurance agencies. Much like our producer program, ProducerFit, which focuses on building foundational blocks for success, you can't build success with weak links.

    So how can you avoid weak links in order to achieve long-term success with your agency? Brent urges leaders to understand the importance of mindset, alignment, retention, performance, and productivity in the insurance industry.

    Whether you're looking to build a lasting legacy or seeking strategies for immediate improvement, this episode offers invaluable insights and practical advice for agencies aiming to achieve their Best Version Possible.

    To access the Agency Transformation Scorecard to provide feedback on your agency's current standing visit www.sitkins.com/scorecard

    To access the full episode transcript and video visit https://www.sitkins.com/blog/dunking-agency-success

    • 17 min
    3 Reasons You Aren't Cross Selling

    3 Reasons You Aren't Cross Selling

    What are three reasons why agencies and their teams often avoid one of the most powerful areas of agency growth?

    Brent Kelly introduces the concept of the Ultimate Growth Strategy in this episode of The Agent Leader, along with the three reasons for avoiding this strategy:


    Complacency (6:30)
    Lack of capacity (7:40)
    Lack of confidence (9:43)

    If you're ready to address these issues and implement strategies to improve your agency results, visit www.sitkins.com

    To read the full transcript and access the Agency Transformation Scorecard visit our site

    • 17 min
    Think vs. Thing

    Think vs. Thing

    Is what you're thinking stopping you from achieving? In this episode of the Agent Leader podcast, Brent Kelly and Roger Sitkins discuss the importance of beliefs and thinking in achieving success.

    Listen in for tips on how to turn internal convictions into external actions and desired outcomes. Our coaches are big believers in positive thinking as a driving force for desirable results. Learn how to adopt this same positive approach that is crucial for insurance agencies intent on improvement.

    Brent and Roger touch on strategies like targeted referrals and the reverse referral process, offering innovative methods for business growth through high-quality lead generation. Coupled with the emphasis on delivering an exceptional client experience and focusing on Green Zone activities, agencies are provided with a strategy for transformation.

    Get inspired by best practices that prioritize efficiency and client satisfaction to position agencies for sustained growth and success.

    This episode will have you set to align your beliefs with behaviors and results.

    To access the Agency Transformation Scorecard, visit sitkins.com/scorecard

    • 36 min
    Is "Good" Good Enough?

    Is "Good" Good Enough?

    In this podcast episode, Brent discusses the easy, normal, and comfortable things that insurance agencies often do that can hinder their long-term growth and success.

    Listen as Brent highlights four specific areas where taking the easy way currently could be making your future harder:


    Accountability (6:20)
    Productivity (11:30)
    Agency profitability (13:50)
    Having a defined selling system (17:17)

    Isn't it time you step out of your comfort zones and start doing the harder things upfront, to achieve better results in the long run?

    To access our free resource, the Agency Transformation Scorecard, which provides feedback on key areas of your agency's performance visit www.sitkins.com/scorecard

    • 26 min

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