The Daily Win, a TodayApp Podcast
By TodayApp Team
The Daily Win, a TodayApp PodcastJan 13, 2022
Becoming a Well-Rounded Agent with Krista Hawkins, Part 2
Krista Hawkins is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Krista and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
Becoming a Well-Rounded Agent with Krista Hawkins, Part 1
Krista Hawkins is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Krista and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
Building a Future Legacy with Wendy Smith, Part 2
Wendy Smith is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Wendy and her team, visit their website at www.ourfuturelegacy.com. You can also email the team at info@ourfuturelegacy.com.
Building a Future Legacy with Wendy Smith, Part 1
Wendy Smith is the co-founder of Future Legacy Partners.
Future Legacy Partners is a coaching firm that looks at the whole person and the whole agency. They bring decades of insurance agent coaching experience to the table, and they focus on coaching the whole person, not just the professional.
If you're interested in working with Wendy and her team, visit their website at www.ourfuturelegacy.com. You can also contact them at info@ourfuturelegacy.com.
Living in an Uptown World with Martina Brugnoni
Martina Brugnoni is an insurance agency marketing expert. She brings over a decade of experience in marketing for insurance agencies. We discuss the history of digital marketing and it has evolved, and we spend a lot of time discussing social media platforms and strategies.
Martina founded and is the CEO of Uptown Marketing. If you are interested in learning more about Uptown's services, you can visit their website at www.uptownmarketing.com. You can also reach Martina directly at Martina@uptownmarketing.com.
Cultivating a Winning Team Culture with Amy Christopherson, Part 2
Amy Christopherson is an emerging superstar in the insurance agency arena.
In Part-2 of our conversation, Amy dives into how she maintained her team's cohesiveness during the COVID-19 pandemic. She also shares some of her favorite ways to develop herself.
***SPECIAL ANNOUNCEMENT***
If you are an agent with Alfa Insurance, Farmers, an independent agent, or are with any other organization, we have an exciting new product for you. We are proud to introduce DailyWinApp. DailyWinApp is similar to TodayApp, but we have the ability to serve a broader audience. If you are interested in learning more about how DailyWin can help you motivate your team, analyze your team's production, calculate team commission, and much more, please visit http://dailywinapp.com/ to sign up for a demo or a trial.
Cultivating a Winning Team Culture with Amy Christopherson, Part 1
Amy Christopherson is an exemplary multiline agent located in Alexandria, Minnesota.
In Part-1 of our conversation, Amy dives into how she got her start in the insurance business. She also discusses her team's core principles. I've always been impressed by her leadership, and she really brings it in this episode.
***SPECIAL ANNOUNCEMENT***
If you are an agent with Alfa Insurance, Farmers, an independent agent, or are with any other organization, we have an exciting new product for you. We are proud to introduce DailyWinApp. DailyWinApp is similar to TodayApp, but we have the ability to serve a broader audience. If you are interested in learning more about how DailyWin can help you motivate your team, analyze production, calculate team commission, and much more, please visit http://dailywinapp.com/ to sign up for a demo or a trial.
Adapting During the Pandemic with Travis Simon
Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in our conversation about changing plans through the pandemic.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on-demand replay on the GoToStage app in case you are not able to tune in live or if you simply wish to hear the concepts in the message again. Subscription includes approximately 45 webinars per 12 month period for holidays, travel conflicts, etc... Webinars can be accessed via Computer(PC or Mac) and through a Smartphone or Tablet with the GoToWebinar App.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
Thank you for listening! If you are a State Farm Agent and want more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
If you are an Alfa Agent, Farmers Agent, or Independent Agent, please visit www.dailywinapp.com to schedule a demo or to sign up for our new product!
Give Yourself Permission to Dream with Travis Simon, Part 2
Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com) is great in Part 2 of our conversation about goal-setting and dreaming.
Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on-demand replay on the GoToStage app in case you are not able to tune in live or if you simply wish to hear the concepts in the message again. Subscription includes approximately 45 webinars per 12 month period for holidays, travel conflicts, etc... Webinars can be accessed via Computer(PC or Mac) and through a Smartphone or Tablet with the GoToWebinar App.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
Give Yourself Permission to Dream with Travis Simon, Part 1
Travis Simon, the founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our season premiere.
Have you evaluated why you are doing what you're doing recently? Why do you have the goals you have? Maybe you haven't given yourself permission to dream beyond what immediately in front of you.
If you are interested in the coaching piece or more information about any of his services, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on demand replay on the GoToStage app in case you are not able to tune in live or if you simply wish to hear the concepts in the message again. Subscription includes approximately 45 webinars per 12 month period for holidays, travel conflicts, etc... Webinars can be accessed via Computer(PC or Mac) and through a Smartphone or Tablet with the GoToWebinar App.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
Solving Recruiting and Hiring with Nathan Lewis
Our guest in this episode is Nathan Lewis of ApplicantOne. Nathan is a Sr. Recruiting Consultant that helps businesses recruit and hire the right people.
If you are interested in working with Nathan, you can email him at nlewis@applicantone.com, or you can call him at 863-248-0848. You can also schedule a consultation with him using this link --> https://calendly.com/nlewis-8
Nathan's Book Recommendations:
Working Your "Ask" Off with Tim Lindon (CLASSIC EPISODE)
The Art of Appointment Setting with Travis Simon (CLASSIC EPISODE)
Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in this classic episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is starting new in-person classes in March.
If you are interested in the coaching piece or more information about the upcoming classroom sessions, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional.
You can subscribe to Travis' services using the links below.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
If you are interested in learning more about TodayApp, please visit, www.todayapp.com or to schedule a demo, use this link https://calendly.com/todayappsales/todayapp-demo-meeting?back=1&month=2020-09
Success is Not Accidental with Katie Beach Harlan, Part 2
A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.
Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.
She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.
You can contact Katie at katie@beachinsurance.us
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like the show, please leave a 5-star review.
Success is Not Accidental with Katie Beach Harlan, Part 1
A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador
Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.
Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.
She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.
You can contact Katie at katie@beachinsurance.us
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like the show, please leave a 5-star review.
Developing Team Accountability and Leading Through COVID with Edgar Almanzar
Edgar Almanzar is a multi-line insurance agent in White Plains, NY.
He is consistently among the top 2% of producing agents with the company he represents, and he and his team are not only surviving during COVID, but they are THRIVING.
Edgar shares with us how he holds his team accountable, and he also shares his personal experience with COVID-19.
Edgar's book recommendations:
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Lead Like it Matters with Joel Laird, Part 2
Our guest today is Joel Laird. This episode is part 2 of a two-part interview with Joel.
Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee.
Over the course of his career, Joel has spent a lot of time practicing and learning about leadership.
Over the course of the next two episodes of our show, Joel will walk us through his experiences in leading teams, the good and bad, and he shares some valuable insights that you can bring to your own teams.
I also want to give you a heads up that the audio quality is not quite as good as you’re used to because I met Joel at his office to do the interview, and we were sharing a mic. You will also hear a train in the background.
Also, in this episode, we will check in with TodayApp founder, Mansour Hasan, in the Founders’ Corner.
Thank you all so much for listening, and here is PART 2 of our TWO PART interview with multi-line insurance agent, Joel Laird.
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Lead Like it Matters with Joel Laird, Part 1
Our guest today is Joel Laird. This episode is part 1 of a two-part interview with Joel.
Joel has a variety of experiences within the insurance industry having opened an agency in his 20s in rural Montana, moving into management in California, and now has two offices in Middle Tennessee.
Over the course of his career, Joel has spent a lot of time practicing and learning about leadership.
Over the course of the next two episodes of our show, Joel will walk us through his experiences in leading teams, the good and bad, and he shares some valuable insights that you can bring to your own teams.
I also want to give you a heads up that the audio quality is not quite as good as you’re used to because I met Joel at his office to do the interview, and we were sharing a mic. You will also hear a train in the background.
Also, in this episode, we will check in with TodayApp founder, Mansour Hasan, in the Founders’ Corner.
Thank you all so much for listening, and here is PART 1 of our TWO PART interview with multi-line insurance agent, Joel Laird.
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Paychecks Never Lie with Randy Thompson, Part 2
This is Part 2 of our conversation with Randy Thompson.
Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone.
Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50 agents in the country.
He has qualified for MDRT 15 years in a row, and he has been a President’s Club Agent – 29 times in those 15 years. Randy and his team are truly the cream of the crop.
Prior to his career with the carrier he represents, he was a teacher and a coach and brings his experience as a wrestling coach to the business world where he practices the same principles of success with his team in the business.
Married for 29 years and father of six kids, he spends his spare time in a wrestling room with his boys or on horseback somewhere in the mountains with his family and friends.
Randy is also the author of the recently released book, Paychecks Never Lie. You can order his book using this link --> Order Here
In our conversation, Randy and I discuss a variety of topics that will help you with managing your agency.
f you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Paychecks Never Lie with Randy Thompson, Part 1
Our guest today is Randy Thompson.
Randy started his insurance career in 2004 in the rural community of Afton, Wyoming in the Western Mountains south of Yellowstone.
Afton has a population of 2,000. He serves the surrounding county of about 15,000 people and has consistently qualified over the past 15 years as one of the top 50 agents in the country.
He has qualified for MDRT 15 years in a row, and he has been a President’s Club Agent – 29 times in those 15 years. Randy and his team are truly the cream of the crop.
Prior to his career with the carrier he represents, he was a teacher and a coach and brings his experience as a wrestling coach to the business world where he practices the same principles of success with his team in the business.
Married for 29 years and father of six kids, he spends his spare time in a wrestling room with his boys or on horseback somewhere in the mountains with his family and friends.
Randy is also the author of the recently released book, Paychecks Never Lie. You can order his book using this link --> Order Here
In our conversation, Randy and I discuss a variety of topics that will help you with managing your agency.
f you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Using Data to Run a Smarter Agency with Ben Mortensen
Ben Mortensen is a multi-line insurance agent in Farmington, NM. Ben has a very unique background in software programming, and he has used his tech know-how to build a transformative tool for his agency.
Ben was asking himself a few questions that led to his creation of AgencyX-rays. Those questions were:
- What is the total revenue I might anticipate receiving via 1099 this calendar year?
- What size might I expect my P&C book of business to be in 1, 2, 3, or even 5 years from now, if certain criteria hold true?
During this episode, we discuss with Ben the creation of AgencyX-rays and how he is using data to make every decision within his business.
You can sign up for AgencyX-rays by visiting https://agencyxrays.com.
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Moving Your Agency from Awesome to Outrageous with Ann Cohan
Ann Cohan is the founder of The Marvis Center, and she brought a lot of great information to the table in our interview! She has been coaching and training teams since 1992. She's worked across multiple industries, and she was even referred to as the "Guru of Growth" by an executive of one of the largest insurance companies in the nation.
She has been working with insurance agents exclusively since 2008, and I absolutely love her philosophy. Ann is all about tracking the lead indicators versus lag results. That's something that we all can benefit from tracking.
If you want to work with Ann and her team, you can visit their website at www.themarviscenter.com. You can also give them a call at 404-252-4007 or send them an email at info@themarviscenter.com.
Ann recommends reading Leadership and the One Minute Manager by Ken Blanchard, Patricia Zigarmi, and Drea Zigarmi. You can find it on Amazon using this link --> Ann's Book Recommendation
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at thedailywin@todayapp.com.
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Burn the Ships (No Plan B) with Bubba Ruppe, Part 3
Bubba was awesome in part 3 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing Bubba's story. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
Burn the Ships (No Plan B) with Bubba Ruppe, Part 2
Bubba was awesome in part 2 of our interview. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
Burn the Ships (No Plan B) with Bubba Ruppe, Part 1
Bubba Ruppe absolutely BRINGS IT in part 1 of our conversation today. He is all about creating a culture and environment for his team to succeed in business and in life. I know you all will enjoy hearing from Bubba. To contact Bubba, you can email him at bubba@bubbamyagent.com.
We would love to answer your questions on the Founders' Corner. Please send in your questions at thedailywin@todayapp.com.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
Working Your "Ask" Off with Tim Lindon
Tim Lindon has been in the insurance agent coaching business for over 22 years. One of Tim's biggest areas of expertise is keeping things simple. In our discussion, Tim takes something that can be very complex, pivoting effectively, and makes it simple. He uses simple phrases that make transitioning from one line of business to another easy for team members.
Tim wants his clients to focus on the why behind what they are selling. Tim discusses more behind "the why" during our conversation.
We titled this episode Working Your "Ask" Off because that is something that I heard Tim say the first time we met and it really stuck with me. You cannot pivot without asking.
If you are interested in working with Tim, you can visit his website at your212coach.com. You can schedule a consultation with Tim using this link --> Your 212 Coach Consultation. Tim can be reached via email at tim@timlindon.com.
This episode also marks the debut of "The Founders' Corner" segment. We will have one of the TodayApp founders on the show to answer a question about the TodayApp. If you would like to submit a question for a future episode, please email us at thedailywin@todayapp.com.
In this episode, we have Mansour on to answer the question, "How do you recommend a new user introduce the TodayApp to their team?" You will not want to miss his answer.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like us, please leave us a 5-star review.
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
We sincerely appreciate Tim Lindon (your212coach.com) for joining us, and I hope you all have a joyful and victorious day!
The Art of Appointment Setting with Travis Simon, Part 2
Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in part 2 of our interview! He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is starting new in-person classes in March. If you are interested in the coaching piece or more information about the upcoming classroom sessions, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202.
Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on demand replay on the GoToStage app in case you are not able to tune in live or if you simply wish to hear the concepts in the message again. Subscription includes approximately 45 webinars per 12 month period for holidays, travel conflicts, etc... Webinars can be accessed via Computer(PC or Mac) and through a Smartphone or Tablet with the GoToWebinar App.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.
The Art of Appointment Setting with Travis Simon, Part 1
Travis Simon, founder of Copper Wire Consulting (www.copperwireconsulting.com), brings it in our premiere episode. He delivers valuable tips on what to say when setting an appointment, how to overcome objections, how to hold your team accountable, how to make the appointment stick, and every other aspect of setting appointments. You will walk away with practical tools that you can apply yourself and take back to your team. If you are interested in working with Travis, he offers a variety of services. He provides one-on-one business coaching for agents, works with team members, hosts weekly webinars, and is starting new in-person classes in March.
If you are interested in the coaching piece or more information about the upcoming classroom sessions, you can email Travis at Travis@copperwireconsulting.com or his team member Bill at Bill@copperwireconsulting.com. Travis can also be reached by phone at 615-202-7202. Travis' Weekly Webinars occur every Friday morning @9:00-9:45am CST/10:00-10:45am ET with content designed for the Multi-line Insurance & Financial Services professional. Webinars are recorded for on demand replay on the GoToStage app in case you are not able to tune in live or if you simply wish to hear the concepts in the message again. Subscription includes approximately 45 webinars per 12 month period for holidays, travel conflicts, etc... Webinars can be accessed via Computer(PC or Mac) and through a Smartphone or Tablet with the GoToWebinar App.
Annual Webinar Subscription(12 months for the price of 10): https://app.moonclerk.com/pay/3yq0nnsphubu
Monthly Webinar Subscription: https://app.moonclerk.com/pay/3cub1i4kztf0
Thank you for listening, and for more information about the TodayApp, please visit www.todayapp.com to schedule a demo or to sign up.