Above The Business

Bradley keeps track of lessons learned throughout the year. Here are his top seven lessons learned in 2022.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.capitalAutopilot 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.Ready to grow your book of business? That's Direct Clicks' specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.comCoach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com

A heartfelt thank you to all the listeners and sponsors for this podcast.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.autopilotrecruiting.com and use the code ClubCapital to get started.

Here's a look back on the best of the best episodes from 2022, including interviews with David Peterson, Alex Shattuck, Troy Korsgaden. Chris Ronzio, Tom Hegna, Thomas Ntuk, David McKnight, Nathan Jamail, David Allen, Mike Michalowicz, Future Legacy Partners, and Mark Miller.Thanks to our sponsors...Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.Ready to grow your book of business? That's Direct Clicks Inc.'s specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.Coach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.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 go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

Hear why Bradley's favorite books this year included "Measure What Matters," "The Psychology of Money," "The 5 AM Club," "Lead Like It Matters," and "Shoedog."www.club.capital

Today we're looking back on 3 YEARS of the Leadership Podcast! Thanks to incredible listeners like you, we are gearing up for an amazing year 4. By the end of 2022, we will have released 176 episodes total, interviewed over 130 experts, and have over 55,000 all-time podcast downloads! We can't wait to see what 2023 will bring.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.capitalAutopilot 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.Ready to grow your book of business? That's Direct Clicks' specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.comCoach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com

On this episode, hear how Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach.Mike believes that you lead people and you manage tasks. He shared the differences between a 12 month forecast and a 3 year vision. He also shared his 3 disciplines of execution, including align around priorities, measure what matters, planning and communication rhythms. You can learn more about Mike's services and get a free download at www.mike-goldman.com/limitless. Mike Goldman is a leadership team coach and the bestselling author of two books, Breakthrough Leadership Team and Performance Breakthrough.  He speaks internationally to groups of business leaders, such as the Young Presidents Organization (YPO) and the Entrepreneur’s Organization (EO). During his 30+ year coaching and consulting career he has worked with clients including Disney, Verizon, CHANEL and Polo Ralph Lauren. His insights have been featured in Forbes, Fast Company and Chief Executive Magazine and he is widely regarded by CEO’s as the expert on building great leadership teams.  As both coach and speaker, Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach. Mike is a life-long learner. In fact, he often tells his clients that he if he’s gone ninety minutes without recommending a book, they should dial 911 because there may be a serious issue.Thanks to our sponsors:Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.Ready to grow your book of business? That's Direct Clicks Inc.'s specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.Coach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.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 go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

If you spend money on recruiting and training on a new hire, it’s likely you could spend up to $15k on them. But you may realize after 90 days that they are not the right fit, and you let them go. This is equivalent to purchasing a brand new Rolex, taking it outside, and smashing it. Learn how to stop smashing Rolexes in your business!This episode is brought to you by Club Capital. Learn more about their financial services for insurance agents at www.club.capital

Learn how to save money on taxes, spend money where it matters, and manage your tax planning using smart strategies from Club Capital team member Mariana Mena.Talk with Club Capital about their accounting services when you get in touch at www.club.capitalSpecial Thanks to Our Sponsors: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.autopilotrecruiting.com and use the code ClubCapital to get started.

Ready for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka "Coach P," Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…> Equip your team.> Acknowledge the previous year’s success.> Don’t freak out when you start at 0.> Use the last two weeks of December to lock and load your Q1 leads, existing client conversations, focusing on life insurance sales in your agency and shooting for $100k in the first three months.> Have a strong plan for the start of the year (and get help!).> Focus on strong execution.> Set your calendar to hold you accountable.> Focus on goals you can nail in a Q1 “fast start” to give your year a solid foundation> Break your 2023 goal into its simplest, daily form.> Identify what you as the owner can do before you delegate items to your team.Whether you're running an insurance agency or not, the advice shared in this episode will give you a solid foundation to kick off your year.Thanks to our sponsors:Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.Ready to grow your book of business? That's Direct Clicks Inc.'s specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.Coach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com.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 go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

Can you easily explain how you generate new leads and close sales? If not, press play!When you think about establishing your business priorities, allocating your time, your scoreboards, and the team you have, you also have to think about your marketing and sales strategy.Remember, marketing drives sales made. While there are endless options for HOW to market, it is important to first define “What is your marketing plan?” If we were to ask you that question, would you be able to outline the ways you market.Then, ask yourself what is your sales system. From lead to closed sale, what is the process? One of the key roles you have in your business is “Chief Reminding Officer,” to nurture your team into following that system.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.capitalAutopilot 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.Ready to grow your book of business? That's Direct Clicks' specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicks.comCoach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Rock Solid Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit www.rocksolidassistants.com