Dan Allison & Jeff Herdzina - Enhancing Your Value Proposition as an Advisor

Dan Allison and Jeff Herdzina stopped by the show today to discuss enhancing your value proposition as an advisor. Dan is the President of Brokers Clearing House and Jeff is the President of ExitBig. Thus, their insight on growing via relationships and knowledge is vast. If your goal is to become a better advisor to your clients, look no further than this episode!

About Brokers Clearing House:
Brokers Clearing House is the premier Brokerage General Agency in the Midwest. As a trusted advisor working with our firm, you are able to take full advantage of everything we have to offer - from our expertise in life insurance, long-term care, disability and annuities to our strong relationships with the country's leading carriers. Our resources enable you to make the best recommendations possible to your clients and to do so with confidence.

About ExitBig:
ExitBig is a Midwest boutique mergers and acquisitions firm focused primarily on businesses averaging $1M+ in EBITDA. Our mission is to deliver an exceptional experience to every one of our clients as they navigate one of the most critical transactions a business owner will encounter: a business exit.

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Brokers Clearing House: https://www.bchlife.com/
ExitBig: https://exitbig.com/
LAUNCH: https://getlaunch.io/

LinkedIn:
Elliot Bassett
Ryan Brott
Dan Allison
Jeff Herdzina

This episode is sponsored by LAUNCH.

In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.

Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.

Visit https://getlaunch.io/ to learn more.

This episode is sponsored by LAUNCH.

In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.

Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.

Visit https://getlaunch.io/ to learn more.