FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
By David Chudyk
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)
FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.Jun 10, 2021
Episode 25: Is Agency VA the tool to help your agency to increase profitability?
Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants. With numerous tiers of service available, VA's can perform simple or complicated tasks. You can even choose to work with licensed VA's who have they ability to bind policies.
To learn more about Agency VA, visit visit www.agencyva.com or email graden@agencyva.com to schedule a demo. Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast.
To schedule your 30 minute consultation with Certified Financial Planner(tm), David Chudyk email david@parallelfinancial.com or visit www.calendly.com/davidpf to find a time that works in your schedule.
Episode 24: Does your agency need RPOST? A Conversation with Jake Finnell
Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime.
For more information visit RPOST.com
Please remember to visit www.financiallycovered.com and email David@parallelfinancial.com if you would like to discuss any of the personal or business financial issues that are keeping YOU up at night
Episode 23: Should Professional Telemarketing be part of your Commercial Insurance acquisition strategy... with Ken Zelevsky
In this episode, Ken Zelevsky of Clear Data International discusses:
1. What to look for in a professional telemarketing company.
2. How his company can help with commercial insurance lead generation.
3. Why it can be important to outsource tasks where your agency might not have specific expertise.
To reach a member of the Clear Data International Sales team, email:
Christa Holt cholt@cleardataint.com or call 412 793-3344 ext 105
Chrystal Mount cmount@cleardataint.com or call 412 793-3344 ext 104
and make sure to visit www.cleardataint.clm
As always, with any business or personal financial planning questions, email david@parallelfinancial.com or schedule your virtual appointment by visiting www.calendly.com/davidpf
Your agency, your agency management system, and Angela Adams Consulting Services
Margaret Stahl of Angela Adams Consulting Services discusses the many ways that agencies do not use their agency management systems to their full capabilities and some of the other common mistakes that agency owners make.
If you are interested in seeing if Angela Adams Consulting can help your agency to go to the next level, visit https://www.angelaadamsconsulting.com/contact-us/
For your 30 minute consultation about your personal or business financial decisions, email david@parallelfinancial.com or visit www.calendly.com/davidpf
Can BOLD PENGUIN jumpstart your agency's commercial insurance production?
In this episode we speak with Marc DeLeonibus about:
1. The origin of Bold Penguin's name
2. How Bold Penguin can streamline your commercial insurance quoting process.
3. How Bold Penguin can help your agency to obtain carrier appointments with some of the heavy hitters of the industry.
If you would like to speak with Marc, please email marc@boldpenguin.com or you can schedule a demo by going to www.boldpenguin.com and clicking the BOOK A DEMO link.
As always, if you would like to know what it is like to work with me as a a Financial Advisor, email me at david@parallelfinancial.com or feel free to book an appointment at www.calendly.com/davidpf
Taking your agency to the NEXT LEVEL through PODCASTING with Dave Stewart
In this episode, self proclaimed podcast ADDICT and podcaster, Dave Stewart talks about "starting ugly" and gives some simple instructions on how to begin your agency's podcasting journey. Do join Dave's FREE 30 day podcasting challenge, go to www.outdoorsonline.co/financial
As always, for all questions, money related, email me at David@parallelfinancial.com or CLICK HERE to book a complementary 30 minute consultation
All things 401(k)... with Andy Pooser, AIF, QPFC, QKA
Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business. In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines.
If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation.
Also, be on the lookout for details about our upcoming virtual summit!
Your agency identity.
it is always a great idea to take a look at your agency identity and decide if you are where you should be. Are you serving the clients that you and your team are uniquely qualified to serve in the ways that you are uniquely qualified to serve them? In this episode, I talk about a transition that I made in my business to replace myself in my agency and putting the majority of my efforts into the area where I am most passionate - Financial Planning. I hope that you will take a few minutes to determine if any changes need to be made in your agency so that you will have #noregrets!
If you ever have any business or personal financial planning questions, please email david@parallelfinancial.com
Positioning you and your agency was WORKER'S COMP EXPERTS with Kevin Ring
Kevin Ring, of the Institute of Workers Compensation Professionals discusses how your agency can become more valuable to your clients and prospects by being known as the preeminent worker's compensation expert in your area.
Please visit www.workcompprofessionals.com or email Kevin@Iwcpro.com
Should you ever have any questions about your business or personal financial planning, please email David@Parallelfinancial.com
Funding real estate investments with your Federal Tax Liability for the HIGH INCOME investor with Gordon Short
Gordon Short discusses how Accredited Investors can invest in projects to receive economic and tax benefits generated by government sponsored incentives. Investors can also receive the satisfaction of preserving our nation’s historic structures while creating jobs and economic opportunity in cities throughout the United States.
For more information, please email David@Parallelfinancial.com.
Please remember to consult with your own tax and legal advisors.
Attorney Rick McDuff discusses the CARES act and what it means to you
Growing your agency by building your own LEADERSHIP skills with Kathleen Ranahan
As a very well known consultant who works with insurance agents, Kathleen Ranahan shares some her knowledge with us on leadership and management. If you would like to reach out to Kathleen, please email success@kathleenranahan.com or call her office at 772 999-3546
Please take a moment to subscribe to this podcast and also share it with any of your friends and colleagues who could benefit.
Stress.... What is it? How it harms us and how to manage it, with Michaela Tomberlin
In everyday life, we, as entrepreneurs deal with stressors of many kinds, but with the current COVID-19 situation, we are dealing with an unprecedented type of stress. Michaela discusses how to manage stress for you and your children as well as some positive coping mechanisms.
Zywave can help a small agency look and act like a BIG agency and help a BIG agency to go to the next level.
In this episode Jared Klebler of ZYWAVE discusses how your agency can deliver more value to prospects and clients. Zywave can make the job of a producer easier and can help to win LARGE accounts by providing the same type of services that TOP 100 firms can provide.
Feel free to call Jared directly for questions or for a copy of his free WHITE PAPER at 310 697-9622 or via email jared.kleber@zywave.com and we will be glad to point you in the right direction. You can also schedule a demo by going to the site at www.zywave.com.
Be well and we wish you the best during these crazy times!
Talking health, nutrition, and stress reduction with Stephen Arnold.
In this episode, we move away from management, marketing, financial planning as we move towards a hugely important topic - our health. As entrepreneurs, our bodies and minds are under constant stress. Stephen Arnold is a fitness and nutrition expert and he provides some common sense and very doable action items that can help us to be our best, both physically and mentally. Check out his website at https://www.teambodyproof.com.au/
If there is ever a time that you would like some guidance on your own business or personal financial planning decisions, please email me at david@parallelfinancial.com and I would love to have a chat.
From producer to CONSULTANT, Bob Paskins has gone from helping risk management clients to helping coaching clients is passionate about helping agents to grow their sales and revenue
Having built large books of business as a producer (twice), Bob has front line knowledge, has been in the trenches and knows how to build a book of business. In his consulting business, he helps agents and producers to remove barriers and move towards success. Bob has graciously offered to have a complimentary 30 minute phone consultation to discuss YOUR business. Feel free to reach out to Bob via:
EMAIL - BOB@BOBPASKINS.com
PHONE - 503 278-09072
WEB WWW.BOBPASKINS.COM
As always, if you ever have any business or personal financial planning questions, please email David@parallelfinancial.com and I will do my best to point you in the right direction.
How roleplay can take your agency to the next level with JEREMY OLSON
Don't forget to subscribe to this podcast so that each new episode will be automatically delivered to you.
BONUS EPISODE on the recent market volatility with Parallel Financial Partners co-founder, Brian Boughner, CFA
If you would like to have a conversation about the construction of your accounts, please email david@parallelfinancial.com. Our firm has tools that can help you to determine if your portfolio has the right amount of risk and safety for YOU
Talking Agency Branding, Social Medial and BOTS with Michael Guilfoyle
With over a decade of experience in the digital marketing arena, Michael Guilfoyle works with many Nationwide and other independent insurance agencies to develop marketing strategies that work. For a FREE assessment, contact Michael at mguilfoyle@simplifimybiz.com or call him directly at 585 733-2862.
Ava Smith discusses how proper hiring practices can add to (or subtract from) your BOTTOM LINE.
With decades of experience in the Human Resources industry, Ava Smith discusses many of the important questions about hiring that small business owners have. To contact Ava for a complimentary consultation, please call 864 448-0939 or email Ava@yourfullcyclehr.com
Understanding the pitfalls of Emotional Investing with Parallel Financial Chief Investment Officer, Greg Towner
With 2 decades of experience in the investment management industry, Greg Towner discusses emotional investing and how to avoid it's negative consequences. For a copy of Greg's whitepaper on emotional investing, please email David@parallelfinancial.com
Dana Swarner helps to increase retention and revenue while bringing value to your client base.
Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering. Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews. The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time. These products can fit very will with your agency's other typical offerings.
If you would like additional information, please email dana@cfsig.net or call Dana at 864 723-6935