Episodes

COVID, TPA’s and carrier consolidation have changed the landscape of our industry. It’s harder than ever to remain front of mind and to develop professional relationships, especially with agents. Join us as we get key insights from Gerry Edtl (more than 40 years in the industry!) as he shares his perspective on relational selling, looking at the claims relationship through the eyes of an agent and creating true value for our referral sources not just cheap talk. www.GerryEdtl.com Gerry@GerryEdtl...

We tend to think about integrity as something we identify ourselves or our businesses with, ie. "I'm a person of integrity" or "Integrity is one of our core values." What we've found, is that integrity is a moment by moment choice. We're constantly choosing throughout our life, "Am I going to choose integrity in this moment, or am I not." In today's show we dive into the roles that discipline and integrity play in the growth of all leaders. How can we become better aligned between what we say ...

What can we learn from iconic business leaders? The Steve Jobs', Elon Musks' and Warren Buffets' of the world? In this episode we pull some insights from great leaders we admire: Building a mission people want to be a part of Get comfortable doing more with less. It's amazing what a small team of loyal, dedicated, driven and thoughtful people can do together. Never stop being engaged with what's happening in the field. Inspect what you expect, know what's happening in your business. Thanks ...

Rachel Stewart, CEO and Co-founder of Xcelerate Restoration Software and past EVP of Titan Restoration We cover a lot of ground in this episode with Rachel: The importance of surrounding yourself with people that are smarter and more successful than you. (If you're feeling like an imposter or like you're in over your head, that's probably the group you need to be in) Discovering that other leaders "don't know what they're doing either" 😉 The importance of working with great partners- CPA, co...

Fear (often just a lack of proactive engagement) can cause us to not properly equip our teams for success. It’s critical that we ensure our teams have the right level of information. Yes, even the financials! so that they can have the highest chances of bringing big WINS in their role on our team. when we provide the appropriate amount of information based on each individual’s position, we empower our employees to have a real and significant impact on the future of our company. As leaders, we ha...

Very few things will actually help us differentiate our companies from the competition. At the end of the day the technical aspects of what we do are often interchangeable. So if that’s the case what can we do to actually stand out in the crowd? We focus on how we make our clients feel when delivering our services. OMG did we just say “how we make them feel”? Simply said, we have to focus on our client experience if we are going to get wins and create cheerleaders for our businesses. Is your tea...

Is what we are telling ourselves and others really the truth? How often do we act or say things that are not really an accurate reflection of our actions. POSTURING. We all do it and often its creating scenarios that force us to delay the gains we could be achieving. Are we aggressively pursuing actions and behaviors that honestly align with our goals and objectives or are we allowing ourselves to slip? As business owners and leaders we often need key people in our lives to help us ensure we dit...

Here is the 3rd and final part to our series on attracting and retaining great people. Now that we have secured some new talent, what are we going to do to ensure they remain on the team and continue to help us fulfill our team’s mission? Have we truly created an environment that matches what we sold our prospect during the interview and onboarding process? Are we providing a vision that is sticky and creates a real drive from our employees to join the mission for the long hall? The universal pa...

Here is the 2nd part to our series on attracting and retaining great people. Let’s take a look at the benefits that we are providing our employees. Let’s explore additional ways we can provide for our teams and help support a healthy work environment. There are lots of cost effective ways for us to enhance how attractive our organization is in the eyes of a prospective employee. The universal pain point for most organizations is filling the seats with A+ players. Are we taking an honest review o...

Here is part 1 to our series on attracting and retaining great people. Today we focus on the onboarding process our new team members experience. Are we setting the stage correctly and in a super proactive manner or are we leaving first impressions to chance? The universal pain point for most organizations is filling the seats with A+ players. Are we taking an honest review of our company, the culture we have established and the actual benefits that we are providing our employees? It’s critical t...

Are you one of those people that brags (or complains) about working "80 hour weeks"? Our business culture tends to glorify "grinding". Working all day, then bringing our laptop home to work after dinner. The reality though, for nearly all of us, is we're not actually working "80 hours a week". For a lot of it, we're really just spinning our wheels and going through the motions. Many of us, if we're honest with ourselves, look back over a long, "busy" week, and struggle to identify what we act...

Has your team fallen behind with Collections/AR? Do you have tens of thousands or hundreds of thousands of uncollected money that's just sitting out there, aging? Is it causing you to lose sleep at night? Is your balance on your line of credit giving you heartburn? During today's episode Chris and Brandon break down collections, the impact it's having on your business, and tips and strategies for leveling up your AR operations. The better you get at collections, the more profit you make! For...

Who gives you feedback on your behavior, your attitudes, your performance? As owners and leaders, our people depend on us to give them affirmation and accountability. But who holds us accountable? Who holds a mirror up and let's us know how others are experiencing us? Are we open to that feedback? Do we even want to know? Reflecting on our weaknesses and negative habits can we a powerful way to grow as a leader. It helps us be more aware of how we're impacting others. It also helps us change ...

What's the mission behind the show and what can you expect as you take the journey with us? We need a fresh industry conversation. How do we as owners thrive in this chaotic business? How do we grow as business leaders (vs. just owner-operators or employees), as mentors and and people-developers, while also becoming better spouses and parents? How do we raise the bar in this industry that's been so good to many of us? How do we level up the way we think about our work, about our role? What b...