IA Forward
The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
- Update frequency
- every 6 days
- Average duration
- 25 minutes
- Episodes
- 282
- Years Active
- 2022 - 2025
The Charlie Munger Mindset: Wisdom For Your Agency
Shane and Tonya pay tribute to the late Charlie Munger, and his incredible mindset can help your agency grow.
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The One-Hour Business Plan For Success in 2024
Shane and Tonya discuss the one-hour business plan, finding the ONE most important thing, and why it's important to your agency's success.
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Staying Sane During The Holidays With Kylie Lowery
Shane and Tonya are joined by Kylie Lowery to discuss ways to manage being an agency owner, spouse, and parent during the holiday season.
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Insurance Agency Marketing Dos and Don'ts
Shane and Tonya discuss a bizarre marketing campaign in Florida, the WKRP in Cincinnati Turkey Drop, and real, practical ways to market your agency successfully.
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Santa's List Day and the Lists You Should Be Making For Your Agency
As 2023 comes to a close, Shane and Tonya discuss the lists that make us productive and how to use them to prepare for success in the new year.
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Getting Noticed In the Home and Auto Insurance Crowd
Are you looking for a way to stand out from the crowded market of insurance agents? Shane and Tonya discuss using pet insurance as a door opener to new clients.
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Christmas Bonuses, Client Gifts, and the Dreaded Holiday Open House
Shane and Tonya discuss holiday business traditions: what to focus on, what to let go, and how to use them effectively.
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The Thanksgiving Episode: Lessons From The Pilgrims For The Hard Market
Shane and Tonya discuss the Mayflower expedition and what we can learn from the pilgrims to make our agencies successful in this hard market.
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Overcoming FOPO and Be Successful Your Way
Shane and Tonya discuss how other people's opinions can be a huge hindrance to success and how to overcome that challenge.
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Talking InsurTech with Mike Boesl
Shane and Tonya are joined by Mike Boesl of Agency Convoy to discuss technology, training, overcoming fear, and making decisions on what products your agency needs.
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An Attitude of Gratitude
Tis the season for thankfulness, but in this hard market, it seems to be missing. Shane and Tonya discuss carrier challenges, having an attitude of gratitude, and the idea of "fake it till you make i…
Sales Objections in the Hard Market
Shane and Tonya discuss the different types of sales objections and how to authentically answer them.
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The 4 S's to Success: Sales
Shane and Tonya discuss sales, simplicity, authenticity, and how the Disney guest experience goals apply to us as independent insurance agents.
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The 4 S's to Success: Strategy
Shane and Tonya discuss strategy with carriers, carrier CEO salaries, commission reductions by carriers, what customers think about how you get paid, and how to set your goals strategically.
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Changing the Customer Perception of the Insurance Agent
Shane and Tonya discuss advertising, what people people expect from insurance agents, and how to change that perception personally.
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The 4 S's to Success: Systems
Shane and Tonya discuss systems, automation, understand and expressing your why, digging in to the products that you have, and what happens when it doesn't work.
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Great Advice For Growing Your Agency with Beaux Pilgrim
Great advice for running your agency successfully, including talking about virtual assistants, focusing on others, improving work/life balance, and attitude.
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Agency Ownership Trifecta: Your Banker, Attorney, and CPA
Shane and Tonya discuss the people you need as an agency owner, and why they are imperative to your success.
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Great Advice and What We've Learned From Listening To It
Shane and Tonya share the best pieces of business advice they have even been given - and how those thoughts have shaped their success. From finances to attitude, productivity to people, the best advi…
Communication and The Plain Language Movement
Shane and Tonya discuss how to build trust by not speaking "insurance," talking with clients when there is a language barrier, and how to minimize E&O exposure through communication.
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