FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

David Chudyk
  • 5.0 (4)
  • ENTREPRENEURSHIP
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

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)

  1. 06/10/2021

    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.

    37 min

  2. 05/25/2021

    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

    37 min

  3. 05/11/2021

    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

    39 min

  4. 03/19/2021

    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

    41 min

  5. 02/15/2021

    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

    23 min

  6. 07/25/2020

    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

    28 min

  7. 05/26/2020

    All things 401(k)... with Andy Pooser, AIF, QPFC, QKA

    Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines. If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation. Also, be on the lookout for details about our upcoming virtual summit!

    32 min

  8. 05/05/2020

    Your agency identity.

    it is always a great idea to take a look at your agency identity and decide if you are where you should be.  Are you serving the clients that you and your team are uniquely qualified to serve in the ways that you are uniquely qualified to serve them?  In this episode, I talk about a transition that I made in my business to replace myself in my agency and putting the majority of my efforts into the area where I am most passionate - Financial Planning.  I hope that you will take a few minutes to determine if any changes need to be made in your agency so that you will have #noregrets! If you ever have any business or personal financial planning questions, please email david@parallelfinancial.com

    9 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

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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