Perspectives Along the Path

I’ve rarely met a truly driven person who retired and was genuinely fulfilled long-term. Especially not the kind of person who’s built a business from the ground up. You don’t have to stay stuck in the day-to-day. But you also don’t have to sell just because the world tells you it’s time. Why not look at your agency as an annuity?

What if the small stuff moves the needle the most?

I’ve stopped measuring my worth by how many things I can cram into a day. This isn’t about slowing down. It’s about building a life and a business that doesn’t burn you out.

From Poppy McIlroy’s putt to Rory's lessons in resilience, this post takes you from Augusta to your agency with a reminder that you already know how to win.

I would like to introduce you to the K-Cup Theory, the workplace version of the shopping cart theory! 

Better living through lower expectations.

Over the last seven years, I’ve seen firsthand the challenges and rewards that come with building a successful agency. One of the biggest lessons I’ve learned, and something I emphasize often, is the importance of authenticity in both life and business.   

The beauty of being an independent agent is the ability to tailor your approach to fit your strengths, your goals, and your life.

It seems like more of a “where do I get to know next” mindset instead of “why do I have to make this change?” 

I have failed a lot, but I have also had a lot of success. The failing led to the success, no doubt.

More than anything getting unstuck begins with simply starting something. Anything. Something little, something big. I prefer something small because you can get a quick win and winning creates momentum.

"Working with family is best! But only when family does what family is supposed to do." That was a quote from my Dad around 20 years ago....

It's not always bad to receive a bad review. It might help you. The thing that I have learned the hard way is to own my mistakes. Yes, it...

Interest rates aren't up, they are just back to normal. Insurance carriers changing 12 month auto policies to 6 month auto policies isn't...

I recently watched the move "Air: Courting a Legend", based on Nike's search for relevance in basketball and one talent scout's...

I didn't stop. I didn't quit, I paused. I took a breath and regrouped.

It seems that quoting is officially the most unproductive activity in an agency today. We talk about elevating our perception to a professional level. The Risk Manager level. Yet, we initiate every lead opportunity with "let me work on some quotes for you".

Believe it or not, this hard market cycle is going to end and we will find ourselves talking about how "soft" the market is once again! However, relationships must rise above the market cycles.

Be wary of dabbling. That can be said for any business, but it is truly critical for Independent Insurance Agencies. Choose your focus...

It doesn't matter if you are 25 or 45 or 65. If you are passionate and willing to put in the effort, then let's go!