My guest today is the CEO of ResourcePro. When he joined they had about 25 employees, 125k in revenue, and 4 clients. They have more than 6,000 employees, over $100M in revenue, and they provide outsourcing solutions to hundreds of insurance firms across the country. Dan Epstein may be one of my most interesting guests to date. He grew up in England, served in the Israeli army, got his MBA from Columbia, became a stand-up comedian, and eventually found ResourcePro and grew it to become the premi...
Jul 22, 2021•56 min
My guest today runs the #1 Sales & Marketing conference in the insurance industry. He is a sales trainer, speaker, entrepreneur, and has one of the largest social media followings for anyone in our industry. At 30 years old, he owns five insurance-based companies grossing over $8M in annual sales. His name is Cody Askins and if you haven’t heard of him already, I guarantee you will soon. Cody’s sole mission is to help every insurance agent in the world by providing applicable, hands-on skill...
Jun 11, 2021•33 min
Rick Lindsey is CEO of one of the most unique insurance companies in the industry. They specialize in writing some of the riskiest things you can think of… from exotic animals, to avalanche control, to acrobatic yoga and entertainer liability, they are not afraid to provide insurance. You might think that by writing these wild classes of business that they are not profitable, and this could not be farther from the truth. Their combined ratio is 72% which is about 30 points better than the indust...
May 27, 2021•43 min
Sean Brady Jr. is an incredible example of perseverance, dedication, and grit both IN the insurance world and OUTSIDE the insurance world. He played on the Duke Lacrosse team the year after three players were falsely accused of rape. While experiencing the residual stigma associated with the criminal accusations, Sean and Duke won an NCAA Lacrosse Championship in 2010. Another scandal rocked Duke athletics that same year when a viral PowerPoint was released by a Duke student that revealed intima...
May 13, 2021•58 min
My guest today is Tony Quartaro, and he is the Executive Advisor at a firm called the Culture Index. Now, you may not have heard of Tony or the Culture Index but his team has helped me take gigantic strides with my own business that I never even dreamed were possible. If you are growing a team or looking to hire great people for your business, you know that finding the right people for specific roles within your company is SUPER hard. • You have to consistently maintain a pipeline of quality can...
Apr 28, 2021•1 hr 13 min
Dame Inga Beale was the first female CEO of Lloyd’s of London in its 335-year history. She is a Dame, which is the female equivalent of a Knight, and received that honor for her services to the UK economy during her time as CEO. Lloyd’s of London, for those that don’t know, is the oldest insurance market in the world and has around $40 billion in GWP. Inga was instrumental in modernizing Lloyd's by moving it from a paper-based environment to an electronic trading environment. She is also openly ...
Apr 15, 2021•49 min
On this episode, I had the pleasure of interviewing one of the most dynamic individuals in the insurance industry. At 35 years old, Trevor Baldwin is the President and Chief Executive Officer of Baldwin Risk Partners. Baldwin Risk Partners is the first agency in over 15 years to take a piece of their firm public. At the time of their IPO, insurance journal noted their valuation at $908 million dollars. They now have more than 800 employees nationwide, over 500,000 clients, and they are on a miss...
Mar 03, 2021•40 min
My guests today teach the most famous and popular course offered in the Stanford MBA program. This course is called Interpersonal Dynamics and my guests today are Carole Robin and David Bradford. Their class teaches students HOW TO BUILD EXCEPTIONAL relationships. They are releasing a book called Connect in February that breaks down the classes’ major lessons. In my opinion there isn’t a more important book for the insurance industry because as I have said before, WE ARE IN THE RELATIONSHIP BUSI...
Feb 10, 2021•57 min
My guest today is the leader and owner of the one of the oldest publications in the United States. His company’s newsletters were originally delivered on horseback and they were the innovator behind many of the tools the insurance industry uses today. You may have seen their magazine covers hanging in the entry way of agencies across the country. My guest today is Walt Gdowski the CEO and owner of Rough Notes Magazine. Rough Notes celebrated their 143-year anniversary on November 10th. Walt has ...
Jan 17, 2021•34 min
My guest today is Chris Paradiso. Chris is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual’s National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans t...
Jan 17, 2021•1 hr 28 min
Today I have the pleasure of interviewing one of the most powerful individuals in the insurance brokerage world. My guest today is the President and CEO of HUB International, Marc Cohen. Hub is the largest PRIVATELY owned brokerage in the world, in general they are the fifth largest brokerage in the world, and they have 14,000 employees. They are a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management prod...
Jan 17, 2021•47 min
Today’s guest is Randy Schwantz, author of “The Wedge” and one of the premier sales experts in the Insurance Industry. Randy is also President of The Wedge® Group, a business performance and sales consulting firm. A former salesperson himself, Schwantz has spent more than 10,000 hours talking with people who sell for a living. His unique sales strategy has been embraced by hundreds of companies and thousands of individual sales professionals throughout the United States and Canada. We discuss: •...
Jan 17, 2021•1 hr 4 min
My guest today is John Hahn, the Co-Founder and CEO of EPIC Brokers. EPIC is the 15th largest retail insurance broker in the United States. They have nearly $900MM in revenue and more than 3,000 associates across the country. John is from New York and played baseball in college as a pitcher throwing in the low 90s. He has an incredibly inspiring entrepreneurial spirit and a really enjoyed speaking with him. Before founding EPIC, John helped start and sold Tri-City Brokerage which was one of the ...
Jan 15, 2021•1 hr 19 min
My guest today is the CEO of one of the fastest growing wealth management/401k firms in the US. His name is Jon Porter. Forbes and RIA Channel recently recognized his firm, Three Bell Capital as the #1 Emerging Wealth Management Firm in the Country. Jon is a graduate of Santa Clara Law School and worked closely with Steve Jobs on Apple’s legal team. Three Bell Capital has served as an enormous referral source for personal lines agents, commercial lines agents, and can help your agency dramatical...
Jan 15, 2021•52 min
