Episodios

  • GPP: The Core Principles of an Effective Sales Presentation with David Sliman

    GPP: The Core Principles of an Effective Sales Presentation with David Sliman
    May 7 2025
    David Sliman, CEO of Sales Proformance Consulting, is back! We dive deep into the core principles that drive a highly effective sales presentation. David has worked with hundreds of sales team to teach them how to set themselves apart. He covers: setting the agenda up front, separating a sales presentation from a sales proposal, thinking of objections as building blocks (not road blocks), and avoiding the dreaded "email it to me" request at all costs. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Sales Proformance Consulting: https://www.salesproformance.com LAUNCH: https://getlaunch.io/ Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 David Sliman: https://www.linkedin.com/in/davidslimansalespro This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT’S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io/ to learn more.
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    47 m
  • My Day, My Week, By The Hour

    My Day, My Week, By The Hour
    May 6 2025
    In this episode of Agency Intelligence podcast, host Jason Cass pulls back the curtain on how he structures his day and week for maximum productivity. From 4 AM mornings to tight calendar control, he shares the real-life routines, delegation strategies, and mindset that keep his multiple ventures running smoothly. Key Topics: Delegating like a CEO: Jason's approach to hiring smart and letting go Building an executive team to scale across multiple ventures Why Parkinson’s Law is central to Jason's calendar and productivity Secrets to starting the day at 4 AM without burning out How Jason blocks his week for strategic deep work and leadership Leveraging AI, automation, and executive assistants to reclaim time The compound effect of preparing the night before Reach out to: Jason Cass Visit Website: Agency Intelligence Produced by PodSquad.fm
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    28 m
  • Stuff About Money: Episode 88: Parent PLUS vs. Private College Loans with John Hupalo

    Stuff About Money: Episode 88: Parent PLUS vs. Private College Loans with John Hupalo
    May 6 2025
    In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, welcomes back longtime guest and college funding expert John Hupalo from MyCollegeCorner.com. As Erik navigates the emotional rollercoaster of planning for his own child’s college costs, he brings listeners along for a candid conversation about the realities of paying for school when savings and cash flow aren’t enough. From the tension between dreams and debt to that Rodrigue Blue Dog artwork hanging behind John in New York, this episode blends practical advice with real-world emotion. Erik and John dive deep into the differences between federal Parent PLUS loans and private student loans—unpacking the risks, benefits, repayment structures, and emotional consequences of each. They also share smart strategies for comparing options, planning payments, and managing expectations. Whether you’re a parent feeling overwhelmed or a financial professional advising clients, this conversation is packed with insight. If you enjoy the episode, follow the show and share it with someone navigating the same road. Episode Highlights: Erik opens up about the emotional and financial challenges of navigating college costs as both a financial advisor and a parent. (01:19) John explains the three ways families can pay for college: saving, cash-flowing, or borrowing—emphasizing this discussion focuses on borrowing options beyond federal student loans. (02:28) Erik and John discuss the potential dangers of Parent PLUS loans and explain why parents must understand the loan structure and long-term implications before committing. (09:30) John shares how private loans differ from Parent PLUS loans, including credit-based underwriting, variable rates, and the absence of origination fees. (17:01) Erik encourages “practicing the payment” as a proactive strategy—making mock loan payments in advance to test affordability before borrowing. (36:29) John suggests reducing market risk by shifting 529 funds to conservative options in advance of college payments. (38:01) They stress the value of planning for contingencies, including hidden risks like a student withdrawing mid-semester, and mention TuitionGuard as a resource to explore. (39:44) Key Quotes: “You just got to really be careful how far you're willing to reach for your, your students' dreams.” - John Hupalo “This is the time to be realistic and throughout the optimism, throughout the pessimism, and get the family together and talk about what can actually happen.” - John Hupalo Resources Mentioned: John Hupalo Invite Education MyCollegeCorner.com Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
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    47 m
  • Rough Notes Front Cover, May 2025: Doris "Dee" Zampella, EAB Group

    Rough Notes Front Cover, May 2025: Doris "Dee" Zampella, EAB Group
    May 1 2025
    In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Doris "Dee" Zampella, owner and principal of EAB Group, the agency featured on the May 2025 front cover of Rough Notes Magazine. Key Topics: A woman-founded agency growing across three generations Transitioning from personal to commercial and nonprofit focus Organic growth through referrals and relationships How mission-driven marketing elevated their brand Empowering women and embracing hybrid work Firing clients who don’t align with core values Emotional intelligence and female leadership in insurance Reach out to: Doris "Dee" Zampella Jason Cass Visit Website: EAB Group Rough Notes Magazine Produced by PodSquad.fm
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    36 m
  • GPP: Andrew Atkinson - The Best Ways to Provide Value - From A Million+ Producer

    GPP: Andrew Atkinson - The Best Ways to Provide Value - From A Million+ Producer
    Apr 30 2025
    In this throwback episode, originally aired on September 1, 2022, Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show to discuss the best ways to provide value to your clients, prospects, and your team. Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower their total cost of risk, and win contracts at the bidding table. Becoming a successful advisor is not easy, but Andrew has some tips to make things clear to those who need some fresh takes. As a thought leader, Andrew has spoken at the Arizona Construction Industry Annual Conference, the One Hundred Year Birthday of Workers’ Compensation Summit in Wausau, Wisconsin, and eleven different trade associations in four different states. This episode features special guest host Ben Woods. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ INSURICA: https://insurica.com/ LAUNCH: https://getlaunch.io/ LinkedIn: Elliot Bassett Ryan Brott Andrew Atkinson
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    43 m
  • The Scratch Agency: Builders Risk, Terrorism Coverage & Wholesaler Wins with James Monreale

    The Scratch Agency: Builders Risk, Terrorism Coverage & Wholesaler Wins with James Monreale
    Apr 30 2025
    In this episode of the Scratch Agency podcast, hosts Stephen Turnbull and Shawn Fitzgerald welcome James Monreale, founder of SoundRisk LLC. The conversation covers James's journey in the insurance industry, the importance of building strong relationships with wholesalers, and the niche of builders risk and terrorism insurance. They discuss the significance of good submissions and explore the complexities of terrorism coverage in insurance. The episode emphasizes the value of communication and collaboration in the insurance field, particularly for scratch agents.
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    33 m
  • The Executive Sessions: Ryan Hanley, CMO of Linqura

    The Executive Sessions: Ryan Hanley, CMO of Linqura
    Apr 29 2025
    In this executive session of Agency Intelligence, host Jason Cass sits down with Ryan Hanley, CMO of Linqura, for a bold conversation on evolving as a leader, letting go of ego, and how AI is transforming the insurance game. Ryan also opens up about parenting, culture, and what it really takes to grow. Key Topics: Navigating the seasons of leadership and evolving roles as businesses grow. Why shedding your ego is essential to leveling up as an entrepreneur. How diverse career experiences create unmatched perspective and adaptability. The three human roles that remain in an AI-driven insurance future. Linqura’s mission is to make every agent a specialist with real-time insights and data. How parenting challenges mirror leadership—building resilience through real talk. What true culture building looks like (and what it doesn’t). Reach out to: Ryan Hanley Jason Cass Visit Website: Linqura Agency Intelligence Produced by PodSquad.fm
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    50 m
  • GPP: How Face-to-Face Meetings Can Set You Apart, with Michael Bodack

    GPP: How Face-to-Face Meetings Can Set You Apart, with Michael Bodack
    Apr 23 2025
    Let’s face it… tech is taking over! But sometimes, nothing beats the power of a face-to-face meeting. In this throwback episode, originally aired on February 8, 2023, we sit down with Michael Bodack to explore how personal connection can be the ultimate sales differentiator. Michael breaks down his proven approach to client relationships and reveals strategies to stay competitive in a digital-first world. Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com/ Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ LAUNCH: https://getlaunch.io/ Elliot Bassett Ryan Brott Michael Bodack This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT’S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io/ to learn more.
    Más Menos
    47 m
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