If they cant do this and bring in leads, qualify and prospect, then it doesn't matter how much they know about insurance or if they know how to use the software to process business either. This is the first step you must take as an agency owner to teach your team who you are, what you do, and who you do it for so that they can start generating the right potential business.
NEED TO GET ORGANIZED? check out this amazing Agency Owners Notion Template we created for you! https://youtu.be/ERvV9t-KN8o
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
We all have the same amount of time in a day. It is what you do with it and how you manage to stay on task with what your true priorities and goals are that matters. Here are four tips I use to manage 6 businesses, 3 kids, a household, and a happy marriage while not losing my mind (at least not as often :P )
If you want to learn how to take control of your time better check out our 4- Week Bootcamp “Systemize To Scale” - https://www.unburdenyourbusiness.com/offers/7bP5yimf/checkout
**Our four-week online BOOTCAMP to whip you into a productivity genius! The focus and the goal is to help you learn how to plan and manage your time to get the most done as quickly as possible so you can have the time freedom you've been looking for.**
Watch Full Video on Youtube Channel
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Isn't everyone's dream to get to a million-dollar recurring revenue insurance agency? Well, that is what we have done 2X and taught many clients exactly how to do! In this podcast, I completely break down our easy-to-follow framework so that you can do just that. Insurance is the best industry to be in to fast-track yourself to being a millionaire. It's time to use the right business foundations and build your insurance agency so that it scales and creates the time and financial freedom you truly desire.
Watch Full Video on Youtube Channel
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Before we made the jump from a captive agency to independent we didn't want to make the mistake we did the first time which was just winging it. Because this time we knew better what we were doing, we were experienced, and if we could just get clear about the business's goals and processes, and be on the same page as a team, we would be unstoppable. We knew it wouldn't be easy but we knew what we had to do, we had everyone's commitment, and it was very easy to execute when we knew what needed to be done. No one had to make assumptions or even guess how well we were doing because we were following our own system and tracked it all. We tripled the production we had up to that point and everyone was happier. The team was strong and continued to grow and develop as they saw the results of our hard work during those 90 days. And we haven’t looked back since!
Want to learn how you can get results like this yourself?
START HERE FREE RESOURCES we offer to help you start, scale, and sustain your business?
https://www.unburdenyourbusiness.com/free-sh-t
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe!
https://www.facebook.com/groups/femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources [@unburden_your_business]
https://www.instagram.com/unburden_your_business/?hl=en
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
Crystal is on a mission to make a difference for people actively maintaining their businesses who are challenged by staying consistent, feeling in control, and dealing with the anxiety and pressures of everyday life. She helps her clients improve their well-being through breath-work experiences.
Link for the HypnoBreathwork offer https://bit.ly/klaritycoaching
Unfiltered Experience is now VIRTUAL! Get access to over 12 amazing female speakers in all topics of business! https://www.unburdenyourbusiness.com/unfiltered
Want to see all the FREE RESOURCES we offer to help you start, scale, and sustain your business? https://www.unburdenyourbusiness.com/free-sh-t
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe https://www.facebook.com/groups/femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources https://www.instagram.com/unburden_your_business/?hl=en
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect. https://www.facebook.com/groups/femaleinsuranceagencyowners
This week I'm breaking down all the roles a CEO plays in their agency. You think you're just the boss lady, but often times we find ourselves slipping into all the roles and doing all the things. Let's talk about what that SHOULD look like if you're ever going to get from the "doing" phase to the "designing" phase of your agency.
Watch Full Video on Youtube Channel
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
This incredible woman was a speaker at Unfiltered Experience.
Learn more about A Women's Intention
https://awomansintentions.com/
Want to access the entire 3-day conference and speakers?
Unfiltered Experience is now available virtually for a fraction of the original price!
https://www.unburdenyourbusiness.com/unfiltered
Check out all the amazing free resources we have for you!
https://www.unburdenyourbusiness.com/free-sh-t
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Friend, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
In today's podcast Katrina Aronson and I, get deep into how to stop wasting time and energy on a flat brand that falls short for your business.
She explains that spending some time discovering what you want to be known for and who you are, are the most important parts of setting up and building a strong brand and using that for your marketing strategy.
Katrina Aronson is a Marketing-led Business Coach She empowers creative-minded female entrepreneurs to catapult past their revenue goals with simplified marketing strategies & tools to scale their business.
Get her Lazy Marketing Workbook https://katrinaaronson.kartra.com/page/contentroadmap?utm_source=instagram
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Let's talk about what's holding you back from the PROFIT you could be making. What's overwhelming you? Are you just slapping a band-aide on the issues just to survive?
I'm going to walk through how to tackle all those "to-do" things without losing your mind. So listen up to learn how to create a plan to get past the distractions into a maximum profit zone.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
I am sharing my success formula with all of you in this 4 part series. Part 4 is all about managing the freedom. Having a healthy relationship with your money is going to be the biggest asset as you continue to grow and scale your business! Time to learn healthy habits to help you succeed.
Continue on this journey with us for this last video and see where you may need to spend some focus to take your business to the next level.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
I am sharing my success formula with all of you in this 4 part series. Part 3 is all about time management . We have the plan (part 2), now it's time to put it into action. Time to carry out the strategy and put it into practice intentionally and strategically!
Continue on this journey with us for the next 2 videos and see where you may need to spend some focus to take your business to the next level.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
I am sharing my success formula with all of you in this 4 part series. Part 2 is all about the strategy for making the business plan. With the vision ironed out, we're ready to create the processes to make the business start flowing. It's how we get consistent results that can be carried out by anyone at any time.
Continue on this journey with us for the next 3 episodes and see where you may need to spend some focus to take your business to the next level.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
I am sharing my success formula with all of you in this 4 part series. Part 1 is all about building the setup of your business. This is when you set your vision and intention of what you want your business to do. Find out how to brand and market to your ideal client. How to find the riches is the niches and get your goals set.
Come on this journey with us for the next 4 videos and see where you may need to spend some focus to take your business to the next level.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Deciding to start a business is the easy part. Growing a team and showing up every day to lead the team in the direction you and they need to be in every. single. day. is the hard part.
This podcast is all about how to start showing up as the leader you need to be in your business and for the team you are building. It goes over the ways we have built loyal employees, high-producing employees, and ones that truly want to see the business win as much as you do.
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
this gives you an indication of where you are in profitability while providing a cushion for better months.
You should know the following at all times!
You should be able to make projections for the next year at a minimum.
How to Calculate Payroll Costs For a Profitable Agency- https://www.youtube.com/watch?v=LOKUg9bVBes&t=142
Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business!
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Friend, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Wanting to get on social to grow your biz? If you find yourself falling flat when it comes to gaining leads from social media, this is for you!
I break down the basics on how to get the most out of your social media so you can attract the right people to work with.
How to find Ideal Client Avatar (target audience) - https://www.youtube.com/watch?v=dsiFJUknLO8&t=26s
How to create content consistently! - https://www.youtube.com/watch?v=quvQ5SIY5I0&t=1351s
50 Canva templates for social media- https://www.unburdenyourbusiness.com/pl/2147512282
Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business!
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Jessica Fukuchi has been in the insurance industry for 14 years. She has literally sat in every role within in agency starting out as a CSR, producer, captive agency owner, agency sales manager, and then an independent brokerage owner. Having experienced so many roles within an agency gives her a unique perspective when growing and running her own agency. Jessica believes in giving back to the insurance industry and is dedicated to bringing new talent into the industry that has treated her so well. Jessica’s agency specializes in the affluent market and complex insurance planning which has evolved over the years due to strategic partnerships with financial planning firms.
Come listen to us chat about how she's created a rock solid strategy on how to hire and recruit for her agency.
Jessica can be found on social @...
PCRG Insurance Website: https://www.pcrginsurance.com/
Jessica Facebook: https://www.facebook.com/jessica.w.jeffers
Jessica Instagram: https://www.instagram.com/our_travelingtribe/
Let's BE FRIENDS UYB FB COMMUNITY: Check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
THE COLLECTIVE: If you've been looking for a support group of women who are growing their business, this is the place for you. Check out the monthly membership. https://www.unburdenyourbusiness.com/membership
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
11 ways to show up as a leader that create an amazing company culture!
Give it a listen to find ways to be the best leader you can be!
Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business!
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
Hey, me again! I've got some knowledge to spread that I just can't keep to myself!
I want to tell you how to make sure you're the most profitable when considering hiring a new sales member for your agency. I've been doing this for over ten years now, so I have lived my hell trying to navigate hiring new salespeople. Let me save you some wasted time and headaches and give you my rules for hiring a new salesperson.
Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business!
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy
It's important that you don't start working on all your goals without thinking and planning on what support you need so that you are effective in your efforts!
4 categories to look at for what I need to support my goals
- People- do I have the support from the right people to stay on track to reach goals?
- Knowledge- do I have the knowledge to take the steps or do the tasks I need to? do I know what the tasks are?
- Map out goal- do I clearly know what the goal is, why I want it and what the steps will be?
- Capital/Budget- how will this affect the way I can achieve the goals?
These are examples of the type of things you need in your life for support. Not all of these you will be able to implement or build in your support system right away. It takes time, focus, and effort.
Learn how to create goals and map them out to ensure that you have a strategic way to execute them in an effective way!
Check Out The 15 Min Biz Quiz mentioned in the episode to learn what you need to fix next in your business!
Let's BE FRIENDS UYB FB COMMUNITY: check out the awesome people in the tribe @femaleinsuranceagencyowners
UYB INSTAGRAM: Come check out some awesome resources @unburden_your_business
AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Friend, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy