24 episodes
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits. David Chudyk
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- Business
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5.0 • 4 Ratings
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FINANCIALLY/COVERED gives insurance agency owners the tools to:
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)
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Episode 25: Is Agency VA the tool to help your agency to increase profitability?
Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants. With numerous tiers of service available, VA's can perform simple or complicated tasks. You can even choose to work with licensed VA's who have they ability to bind policies.
To learn more about Agency VA, visit visit www.agencyva.com or email graden@agencyva.com to schedule a demo. Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast.
To schedule your 30 minute consultation with Certified Financial Planner(tm), David Chudyk email david@parallelfinancial.com or visit www.calendly.com/davidpf to find a time that works in your schedule.
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Episode 24: Does your agency need RPOST? A Conversation with Jake Finnell
Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime.
For more information visit RPOST.com
Please remember to visit www.financiallycovered.com and email David@parallelfinancial.com if you would like to discuss any of the personal or business financial issues that are keeping YOU up at night
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Episode 23: Should Professional Telemarketing be part of your Commercial Insurance acquisition strategy... with Ken Zelevsky
In this episode, Ken Zelevsky of Clear Data International discusses:
1. What to look for in a professional telemarketing company.
2. How his company can help with commercial insurance lead generation.
3. Why it can be important to outsource tasks where your agency might not have specific expertise.
To reach a member of the Clear Data International Sales team, email:
Christa Holt cholt@cleardataint.com or call 412 793-3344 ext 105
Chrystal Mount cmount@cleardataint.com or call 412 793-3344 ext 104
and make sure to visit www.cleardataint.clm
As always, with any business or personal financial planning questions, email david@parallelfinancial.com or schedule your virtual appointment by visiting www.calendly.com/davidpf
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Your agency, your agency management system, and Angela Adams Consulting Services
Margaret Stahl of Angela Adams Consulting Services discusses the many ways that agencies do not use their agency management systems to their full capabilities and some of the other common mistakes that agency owners make.
If you are interested in seeing if Angela Adams Consulting can help your agency to go to the next level, visit https://www.angelaadamsconsulting.com/contact-us/
For your 30 minute consultation about your personal or business financial decisions, email david@parallelfinancial.com or visit www.calendly.com/davidpf
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Can BOLD PENGUIN jumpstart your agency's commercial insurance production?
In this episode we speak with Marc DeLeonibus about:
1. The origin of Bold Penguin's name
2. How Bold Penguin can streamline your commercial insurance quoting process.
3. How Bold Penguin can help your agency to obtain carrier appointments with some of the heavy hitters of the industry.
If you would like to speak with Marc, please email marc@boldpenguin.com or you can schedule a demo by going to www.boldpenguin.com and clicking the BOOK A DEMO link.
As always, if you would like to know what it is like to work with me as a a Financial Advisor, email me at david@parallelfinancial.com or feel free to book an appointment at www.calendly.com/davidpf
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Taking your agency to the NEXT LEVEL through PODCASTING with Dave Stewart
In this episode, self proclaimed podcast ADDICT and podcaster, Dave Stewart talks about "starting ugly" and gives some simple instructions on how to begin your agency's podcasting journey. Do join Dave's FREE 30 day podcasting challenge, go to www.outdoorsonline.co/financial
As always, for all questions, money related, email me at David@parallelfinancial.com or CLICK HERE to book a complementary 30 minute consultation
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