Most mid-market construction companies are outgrowing their brokers without even realizing it. In this episode of Getting Past the Premium, Elliot Bassett sits down with Joshua Verch, Senior Advisor at The Baldwin Group, to unpack what really happens when companies scale past $10M, $25M, or $50M—and producers are still treating them like they’re a small business. Joshua brings a sharp and refreshing perspective from inside the trenches of construction risk management, where service gaps, ou...
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Most mid-market construction companies are outgrowing their brokers without even realizing it. In this episode of Getting Past the Premium, Elliot Bassett sits down with Joshua Verch, Senior Advisor at The Baldwin Group, to unpack what really happens when companies scale past $10M, $25M, or $50M—and producers are still treating them like they’re a small business. Joshua brings a sharp and refreshing perspective from inside the trenches of construction risk management, where service gaps, ou...
Advisor vs. Broker: How to Shift to Driving Value vs. Searching for Sales with Casey Schrader
Getting Past the Premium
42 minutes
8 months ago
Advisor vs. Broker: How to Shift to Driving Value vs. Searching for Sales with Casey Schrader
"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think and how you serve your clients. Casey also dives into marketing and content creation, creating "warm calls" as opposed to cold calls, and driving value with your clients over sales. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://w...
Getting Past the Premium
Most mid-market construction companies are outgrowing their brokers without even realizing it. In this episode of Getting Past the Premium, Elliot Bassett sits down with Joshua Verch, Senior Advisor at The Baldwin Group, to unpack what really happens when companies scale past $10M, $25M, or $50M—and producers are still treating them like they’re a small business. Joshua brings a sharp and refreshing perspective from inside the trenches of construction risk management, where service gaps, ou...