Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make. Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view. Micah shares how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep. Th...
Mar 22, 2023•38 min•Ep. 212
Today, Steve is going to teach us the Recruit the Best system with the tools and processes for hiring and coaching sales people. On a daily basis, Steve uses all the tools and processes presented to you today. He has trained thousands of managers to recruit and coach the best, and spends up to 8 hours daily on the phone coaching managers to avoid hiring salespeople who they like, but can’t sell. As a salesperson, sales manager, author of the book, Can They Sell, speaker, trainer and consultant, ...
Mar 20, 2023•56 min•Ep. 211
What are the most important habits you can have for life and business? Find out in this quick episode! Here's the Craig Groeschel podcast episode I referenced: https://open.spotify.com/episode/3dwpRXKKBagPAX2yOFbLFy?si=b58568d6c17e4725 The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recrui...
Mar 17, 2023•10 min•Ep. 210
What role should AI like ChatGPT play in your business? Hear from Chris on this, plus how to maximize your onboarding process. Then, Chris and Bradley discuss what Employee Retention Credit can do for your bottom line in 2023. This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go ...
Mar 15, 2023•38 min•Ep. 209
In this episode, Gary Rivlin joins Bradley to discuss small business ownership; a scrappy, can-do attitude; how little reserves small business owners actually have; and the differences between different areas of the US in policy, economics, and social norms. They agreed that to operate a small business is to always feel the future is precarious. This was true long before the pandemic, but the COVID-19 lockdown brought it home like never before as the crisis shuttered countless restaurants, mom-a...
Mar 13, 2023•46 min•Ep. 208
What should you spend each month on marketing? What about relationship marketing, customer retention, and referrals? Watch this quick episode to find out! The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners...
Mar 10, 2023•8 min•Ep. 207
Club Capital's general manager, Louisa Else, joins Bradley to discuss MBA Level Financials. This is a great refresher for experienced business owners and essential for those who are newer to business ownership. This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.a...
Mar 08, 2023•26 min•Ep. 206
This week on the podcast, one of the world’s leading business thinkers, Dr. David Burkus joins us. His forward-thinking ideas and bestselling books are helping leaders and teams do their best work ever. In this episode, they discuss remote work, hybrid teams, purpose, culture, connecting to a deeper meaning in business. He is the bestselling author of four books about business and leadership. His books have won multiple awards and have been translated into dozens of languages. His insights on le...
Mar 06, 2023•59 min•Ep. 205
Bradley shares the most powerful thing in business. The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started....
Mar 03, 2023•10 min•Ep. 204
This episode recast focuses on the importance of being able to break down bigger goals into small daily goals that are attainable. Scott Grates, a business owner, a father of three, an author, a leader in the insurance industry, and much more, tells us how he gets it all done. Scott also speaks about how success is actually a cumulation of everyday choices and habits. He recommends using the Daily Huddle as a best practice and how that method has advanced the growth of him and his businesses. We...
Mar 01, 2023•53 min•Ep. 203
In this episode, Marc Lafleur joins Bradley to discuss lessons in entrepreneurship and his new book, "True Founder: What No one Else Has the Guts to Teach You About Starting Your First Business." They discuss ideas that may be controversial, such as hiring friends. Marc also shared mindset lessons in the face of failure, especially how to have grit to keep going. Building three businesses from the ground up has given Marc Lafleur a deep understanding of what it takes to succeed in today’s compet...
Feb 27, 2023•39 min•Ep. 202
Did you ever think about how building a business can feel like building a lego set? Legos come in all kinds of varieties. Some of them have 70-80 pieces, but some of them have over 8000. But all of them have a photo of what the completed set will look like. As soon as you pull it out, you see these bags full of unassembled legos. Once you open them up and spread them out, it becomes a big mess. This reminds Bradley of business. When you start a business, you have a picture of a finished product ...
Feb 24, 2023•13 min•Ep. 201
This week we are sharing one of our favorite episodes with a 3rd Generation Agent, and Co-Founder of Club Capital, David Munson. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019. Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club C...
Feb 22, 2023•40 min•Ep. 200
This week on the leadership podcast, Matt Lesser joins Bradley to discuss how organizational leaders who prioritize EMPATHY, EMPOWERMENT, and EXCELLENCE can reduce turnover. By understanding what makes each employee tick, Uniquely Normal helps leaders give teams the autonomy and trust they need to make confident decisions. Using practical frameworks Uniquely Normal helps executives tap into the individual needs of each employee, so they can lead each person with a style unique to their personali...
Feb 20, 2023•53 min•Ep. 199
Bradley shares how his love of golf, and his mental relationship with even par, taught him a lot about business. In this episode, learn how you may be hiding challenges and sticking with "good enough" instead of being vulnerable enough with a community that can challenge and encourage you. Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot ...
Feb 17, 2023•13 min•Ep. 198
This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience. With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has bui...
Feb 15, 2023•38 min•Ep. 197
In this episode, Drs. Jim Loehr and Sheila Ohlsson Walker join Bradley to talk about the concepts in their new book, "Wise Decisions." In WISE DECISIONS, the authors introduce the concept of Your Own Decision Advisor or Y.O.D.A. – the inner voice that guides people’s choices. “When the stories crafted by your inner voice are faulty or ill-conceived, the advice or decisions that emanate from those faulty interpretations will likely be flawed as well,” say Loehr and Walker. Anxiety, depression, lo...
Feb 13, 2023•41 min•Ep. 196
These experiences with Starbucks proves that it's not what you do, it's how you do it. The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of Club Capital Podcast go to www.autopilotrecruiting.com and use t...
Feb 10, 2023•9 min•Ep. 195
Bradley and Chris discuss how to grow a business from two employees to a full team, onboarding over 600 clients, and structuring an operation through organization and clarity. This episode is full of powerful, practical business advice! This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podca...
Feb 08, 2023•31 min•Ep. 194
This week on the leadership podcast, John Talty joins Bradley to discuss his new book "The Leadership Secrets of Nick Saban: How Alabama's Coach Became the Greatest Ever. "John is a Wall Street Journal best-selling author. He shares the value of results-oriented achievement, how to grow a company with turnover, and other leadership secrets. John Talty is the Wall Street Journal best-selling author of “The Leadership Secrets of Nick Saban: How Alabama’s Coach Became the Greatest Ever.” John is th...
Feb 06, 2023•44 min•Ep. 193
What if flights crashed 96% of the time? Would you still fly? Probably not. But did you know that 96% of small businesses never see their 10th birthday? And 90% of businesses don’t even survive their 1st year? These are the odds of business that every entrepreneur tries to beat. In this episode, learn how to beat the odds! Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn m...
Feb 03, 2023•17 min•Ep. 192
Devin Day and Bradley discuss sports, business, sales experiences, and a little bit more about Devin’s experiences behind his work at Club Capital. He shares great insights on how working on sports impacted his approach to business and sales. This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership...
Feb 01, 2023•44 min•Ep. 191
In today’s episode, Troy Korsgaden joins Bradley to discuss his new book, Net Gain Growth, as well as insights for 2023. His Excitement for the future and changes in the marketplace, tactical role-play, ideology around Technology & AI in business, and his thoughts around the sense of urgency that the team needs to pick up from you made for a great conversation. Troy Korsgaden is a highly sought-after Insurance Carrier Consultant. He is the principal of Korsgaden International, which speciali...
Jan 30, 2023•46 min•Ep. 190
How many times has someone found a technique that works for them, and they encouraged you to do it? We don't subscribe to everyone needing the same technique in business, and here's why. Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained...
Jan 27, 2023•13 min•Ep. 189
This is a question with many circumstance-dependent answers. Some of the biggest elements that contribute to the answer include the method and cadence of paying yourself. They also discuss different types of business entities, changing how you pay yourself based on your business’ growth and team size, and more. This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on yo...
Jan 25, 2023•31 min•Ep. 188
Today on the leadership podcast, Mansour Hasan joins Bradley to discuss sales scripts, the agency software system TodayApp, and the vertical alignment of your goals. Mansour is a founding partner of the agency software system, TODAYAPP which was created to help State Farm agents execute their goals in a more intentional way. This software, which is approved by State Farm corporate, is now used by thousands of agencies nationwide. He began his career with State Farm in October 2005. He was previo...
Jan 23, 2023•45 min•Ep. 187
Learn why goals aren't getting you the results you want, and why you should be setting objectives and key results instead. www.club.capital
Jan 20, 2023•14 min•Ep. 186
Alissa Locke, aka "Your Money Mama," advises Club Capital clients on their personal finances. In this recast, she and Micah discussed all aspects of debt - how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here: http://www.moneymentorgroup.com/p/mastering-your-debt Also text "Money" to 571-419-4...
Jan 18, 2023•50 min•Ep. 185
In this episode, Jonhenri Ball joins Bradley to discuss his philosophy, convictions, and strategies around insurance sales. One of the key ideas he discussed were creating different marketing campaigns based on the demographics in your business. He also explained his belief that insurance should not be sold as an investment. Finally, he begged the question, "What is your personal philosophy around your services and products? Jonhenri Ball has successfully trained, coached, or mentored insurance ...
Jan 16, 2023•49 min•Ep. 184
After you have a blueprint, it’s time to build the plan. What are the things you can have in a plan that actually works? Here are Bradley's 5 steps to building a plan that actually works for your business. Thanks to our sponsors: The Bottom Line is brought to you by Club Capital. Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter th...
Jan 13, 2023•13 min•Ep. 183
