There’s no doubt that there’s a need for crypto to be included in the world. Raymond Zenkich is the co-founder and president of the very first crypto asset insurance company, Evertas. Our guest is an experience technology executive and his 25+ year career experience includes McKinsey, Accenture, and running consulting, SaaS, and other insurance businesses. A day before recording this episode, Evertas received $14M in Series A funding. I was super interested to learn more about Evertas, especiall...
Dec 19, 2022•56 min
Adrian Gostick is a global thought leader in the fields of corporate culture, leadership and engagement. He founded The Culture Works to provide workplace training for leaders around the world. He’s also the author of the New York Times, USA Today and Wall Street Journal bestsellers All In, The Carrot Principle, Leading with Gratitude, and Anxiety at Work. In 2021, Adrian was ranked as a top 10 Global Guru in Leadership and Organizational Culture. He has shared in expertise on the Today’s Show, ...
Dec 05, 2022•48 min
Insurance professionals, like other industries are struggling to adapt in the face of technological advancements. Bryan Falchuk is a veteran of the insurance industry, best-selling author and motivational speaker. His work has been featured in several top publications like Inc. Magazine, The LA Times, Chicago Tribune and more. He ran claims at Hiscox before turning to the Insurtech world with a company called Mentor. Bryan is currently the founder and managing partner of Insurance Evolution Part...
Nov 21, 2022•59 min
Josh Linkner's powerful, moving speeches connect with audiences around the world to help them find new ideas and inspiration. In a world where we're all searching for that one thing - whether it be creativity or impact- Josh is here not only as an entrepreneur but as a New York Times Bestselling Author and speaker, who brings his own story into every speech he delivers across America today He knows how important each audience member can make their lives by taking away what they need most: guidan...
Nov 07, 2022•48 min
On today’s episode, we’re welcoming Andy Crestodina to the show. Andy Crestodina is a digital marketing expert who has been in the game since 2000 and has been featured in Forbes, Entrepreneur, and more. He's helped thousands of people do a better job getting results online. Andy has put out some of the best digital marketing advice available in hundreds of practical articles with his team at Orbit Media. His articles cover topics like content strategy, search engine optimization, social media a...
Oct 17, 2022•55 min
On today’s episode, we’re welcoming back best selling author and public speaker, Carmine Gallo. Carmine Gallo is a Harvard instructor, CEO communication coach, and bestselling author. Talk Like TED , written by Gallo, has been translated into more than 40 languages. Gallo also writes for Forbes, Inc, and Harvard Business Review and have been endorsed by many business leaders across the country. In Gallo’s new book, The Bezos Blueprint, he reveals the leadership and communication strategies Jeff ...
Oct 04, 2022•1 hr 16 min
Today we welcome Julian Treasure, an international speaker and author who has been featured in The Wall Street Journal, New York Times, and many more. Besides publishing his most recent award winning book, “How to be heard: Secrets of Powerful Speaking and Listening,” he’s moved audiences globally. Treasure has been a featured TED Talks speaker 5 times with views surpassing 153 million. He challenges his listeners to pay attention to sound and reflect on the emotions that arise. What makes someo...
Sep 19, 2022•1 hr 14 min
On this episode, we had the pleasure of speaking with the New York Times Best Selling Author of the Book: Performing Under Pressure - The Science of Doing Your Best When It Matters Most. His name is Dr. Hank Weisinger. Dr. Hank a pioneer in the emerging science of pressure management. He has consulted and conducted workshops with dozens of Fortune 500 Companies, government agencies, professional organizations, and taught in numerous business school executive education programs and executive MBA ...
Sep 05, 2022•1 hr 3 min
Our guest today is a New York Times Futurist. His name is Michael Rogers. He attended Stanford University and the Stanford Business School Executive Program. I decided to have him on because I’m extremely interested in his thoughts on the future of the Insurance Industry. Michael began his career as a writer for Rolling Stone and went on to co-found Outside magazine. He then launched Newsweek’s technology column, winning numerous journalism awards, including a National Headliner Award for covera...
Aug 15, 2022•54 min
Our guest for this episode is the co-founder and CEO of the fastest growing insurance agency in the US. His name is Spike Lipkin. Spike grew up in Colorado, attended University of Pennsylvania and received his graduate degree from Stanford Business School. After working as an investor at Blackstone, he helped grow opendoor.com from a 5-person company into a $3B dollar business as their head of finance. He then went on to found a retail brokerage called Newfront Insurance. To date, they have rais...
Aug 01, 2022•51 min
Our guest for this episode is known as America’s Business Psychologist. He is the author of 17 best-selling books including “Why Smart People Make Dumb Mistakes with Their Money, Mastering the Game, and Willpower: The Secrets of Self-Discipline and Sales Magic.“ He travels across the world to give keynote speeches to help business owners achieve peak performance. Some of his clients include: American Express, Wells Fargo, Ford, Aetna, and Porsche. His name is Kerry Johnson. I spoke with him abou...
Jul 18, 2022•55 min
Our guest for this episode is a hiring guru and best-selling author. His name is Lou Adler and he wrote a famous book on recruiting called “Hire with Your Head.” When it comes to recruiting, nobody has better strategies than Lou. His articles, quotes and research can now be found in Inc. Magazine, Bloomberg, SHRM and The Wall Street Journal. He is one of the top bloggers on LinkedIn’s Influencer Program and has an amazing 1.3 million LinkedIn followers. In this episode, we discussed recruiting s...
Jul 05, 2022•53 min
Our guest for this episode is John Sileo. John's identity was used to embezzle $300,000 from his clients. While the thief covered his crimes using Sileo’s identity, John and his business were held legally and financially responsible for the felonies committed. The breach destroyed John’s company and consumed two years of his life as he fought to stay out of jail. In response, John made it his mission to help organizations and individuals protect the data that underlies their wealth. Combining re...
Jun 27, 2022•53 min
On this episode, I had the pleasure of speaking with a mindful leadership expert. In the 1980s, his family jewelry business in LA generated millions of dollars but they went completely broke after a fire at their manufacturing plant. While on a search for meaning and purpose in his life, he decided to become a monk. He spent 15 years living as a monk in one of the busiest parts of New York City. My guest is named Pandit Dasa. Pandit is now an author, speaker, and expert on mindful leadership, re...
Jun 06, 2022•1 hr 5 min
On this episode, I had the pleasure of speaking with the CEO of one of the largest insurance agencies in the US. His name is Mike Ross, and he is the CEO of Insurica. Based out of Oklahoma City, the Insurance Journal lists Insurica at #24 on the list of largest insurance agencies in the country for 2021. They are a family-owned business with about 600 employees and 33 offices located throughout Oklahoma, Alabama, Arizona, Arkansas, California, Colorado, Florida, Mississippi, and Texas. Insurica ...
May 16, 2022•1 hr 6 min
On this episode I had the pleasure of speaking to someone who has been repeatedly recognized by Forbes as one of the most influential CMO’s in the world. He is a senior lecturer at Harvard Business School and the former CMO of Aetna which is a Fortune 50 company. My guest today is David Edelman. David is one of the biggest names in the world of marketing. He has over 1.2M followers on LinkedIn. He is also an executive advisor that consults with companies of all sizes that are looking to optimize...
May 02, 2022•57 min
On this episode, I spoke with the chairman and CEO of one of the largest insurance agencies in the United States. That agency is Holmes Murphy, which is headquartered in Iowa, and they have over $117M in P&C revenue, over 750 employees in 14 locations. They are led by Mr. Dan Keough. Dan attended University of Iowa and Loyola Chicago before starting a captive strategies company called ICS. He grew Holmes Murphy’s Northern Division as their president before going on to become their Chairman a...
Apr 18, 2022•58 min
We are very excited to bring you all the fourth and final episode of our sales series! My guest, Colleen Francis, was named the #1 Sales Influencer to follow by LinkedIn. Colleen is an award-winning consultant, bestselling author, and speaking hall of fame inductee. She works with individuals and organizations (like Chevron, Experian, and Merck) to improve their sales performance. Our conversation centered around the strategies in her brand new book "Right on the Money." The content could not be...
Apr 04, 2022•1 hr
On this episode, I had the pleasure of speaking with the CEO one of the most highly regarded sales training companies in the world. Sandler Sales Training trains over 30,000 people every year in more than 30 countries with 250+ locations worldwide. They work with companies of all sizes and their clients include: Salesforce, AT&T, Oracle, Microsoft, and Bank of America. Dave Mattson is the leader of this global organization. Dave was born and raised in Connecticut and graduated from UConn. He...
Mar 21, 2022•52 min
On this episode, I had the pleasure of speaking with one of the world's leading experts in sales, service, and customer experience. He is the author of three Amazon and Wall Street Journal best-selling books: “The Challenger Sale”, “The Effortless Experience” and “The Challenger Customer”¬—and is a frequent contributor to Harvard Business Review. "The Challenger Sale" is widely regarded as the greatest sales book of all time. In our conversation, he breaks down the major concepts in the book. He...
Mar 07, 2022•1 hr 5 min
For this episode, I had the pleasure of speaking with one of the most prominent sales experts in the world. He is the author of three amazon best sellers and was the #1 salesperson in three organizations. He’s been called the #1 Sales Expert to follow on twitter. His books include New Sales Simplified, Sales Management Simplified, and Sales Truth. My guest’s name is Mike Weinberg. I wanted to have Mike on because beyond having tremendous success as a sales trainer and author, his style is far mo...
Feb 21, 2022•1 hr 1 min
My guest for this episode is the co-founder and CEO of one of the newest Insurtech Unicorns in the industry. Niji Sabharwol founded a company called AgentSync with his wife Jenn Knight in 2018. They met while working at LinkedIn together where he served as the Global Sales Strategy & Operations Manager based out of Ireland and then San Francisco. Niji moved on to become the Head of Sales Strategy and Operations at Zenefits. Zenefits was a hyper-growth HR startup that received a 4.5 billion D...
Feb 07, 2022•47 min
In this episode, I spoke with one of the most renowned public speaking experts in the world. My guest is a three-time Wall Street Journal bestselling author, internationally popular keynote speaker, Harvard instructor, and leadership advisor for the world’s most admired brands. My guest is named Carmine Gallo. Carmine’s books have been endorsed by folks like Howard Schultz, Marc Benioff, Tony Hsieh, Tony Robbins and Adam Grant. In our conversation, he breaks down the science behind one of the mo...
Jan 31, 2022•1 hr 37 min
2022 is a new year for the Evolved Broker Podcast! In this episode Pat breaks down the first year of the Evolved Broker Podcast and looks forward to year two. 2021 was a huge success and we believe that with the experience and knowledge that we gained, 2022 will be even better! Pat covers: · Why we started the podcast... · 2021 Year in review · Advice for anyone starting a podcast · 2022 Preview · How the audience can get involved...
Jan 20, 2022•9 min
On this episode, I have the pleasure of speaking with the CEO of one of the largest and fastest growing insurance agencies in the United States. That man is Ricky Spiro, and he is the CEO of the Hilb Group. For 2021, Insurance Journal lists the Hilb Group at #13 on the list of largest insurance agencies in the US with more than $260M in P&C revenue. As of July, they’ve completed more than 100 acquisitions and they have more than 100 offices, with more than 1500 employees, in 21 states. Ricky...
Dec 06, 2021•44 min
My guest for this episode is a former NFL coach and current CEO of North Risk Partners named Chris Meidt. Chris is known as the Ted Lasso of Insurance. The reason he's called Ted Lasso is because he started his career as a football coach, and while Ted went from football to soccer, Chris transitioned from football to insurance. In his 7 years in the insurance industry, he's been incredibly successful. After joining North Risk in 2014, he quickly took over as CEO. Since that time, the firm has mo...
Nov 17, 2021•45 min
My guest today is a former professor and an author named Allan Cohen. He attended Harvard Business School and has consulted with companies like IBM, GE, and Chubb to improve their leadership, culture, and conflict resolution. He wrote the book “Entrepreneurship in Every Generation: How Family Businesses Develop Their Next Leaders.” Finally, he served as a Distinguished Professor of Global Leadership at Babson College. Allan and I discussed: · The recipe for success in family business · Creating ...
Sep 24, 2021•1 hr 23 min
In work and in life, we have to have difficult conversations that require negotiation. Difficult conversations with our co-workers, partners, vendors, employees, and even spouses. To be more effective in these conversations, we thought who would be better to learn from than the former commander of the hostage negotiation team in Washington, DC. My guest today is a guy named Derek Gaunt. Derek spent 29 years in law enforcement and is considered a hostage negotiation and incident command subject-m...
Sep 13, 2021•59 min
Roger Sitkins is the CEO of Sitkins Group, Inc. and developer of The Sitkins Network and The Better Way Agency program. Roger is recognized as the nation’s top insurance agency results coach. Brent Kelly is the president of Sitkins Group and was named one of the top 12 young agents in the country in 2012. He is also the host of the popular Agent Leader podcast. Together, Roger and Brent have trained and mentored thousands of insurance professionals. In our conversation, we discussed: · Roger’s b...
Aug 27, 2021•1 hr 3 min
My guest today is Joel Peterson, one of the best business teachers in the world. He attended Harvard Business School and served as CEO of the Trammell Crow when it was the largest private commercial real estate development firm in the world. He then went on to serve as the chairman of JetBlue Airways for 12 years. Joel has launched or backed over 250 companies. Many of these companies are household names like Bonobos, Trunk Club, Asurion, & Vivint. He is recently authored a book called Entre...
Aug 12, 2021•49 min
