Τα καλύτερα Insurance Producer Coaching podcast (2024)

1
064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raines 33:59

1d ago33:59

33:59

In this podcast episode, I welcome Jesse Raines, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also …

1
EP# 65: Building Excellence: Fran Beaulieu's Inspiring Journey from Family Business to Home Improvement Mastery 9:52

1d ago9:52

9:52

What makes Fran Beaulieu with Phil Beaulieu And Sons Home Improvement Inc. a good neighbor? What does it take to turn a small family business into a local powerhouse with a reputation for excellence? On today's Good Neighbor Podcast, we sit down with Fran from Fran Beaulieu and Sons Home Improvement Inc. to uncover the secrets behind this 55-year-o…

1
EP #19: A Track Less Ordinary: Al Sandy's Fusion of Racing and Community at Palmer Motorsports Park 11:25

1d ago11:25

11:25

What makes Al Sandy with Palmer Motorsports Park a good neighbor? Feel the pulse of rubber on asphalt as we sit down with Palmer Motorsports Park's very own, Al Sandy, a man whose veins run with high-octane fuel and a love for the great outdoors. Al opens up about the inception of this Central Massachusetts racing haven, a track that not only tests…

1
EP# 35: Legal Lifelines: Julie Dialessi-Lafley's Fusion of Family Roots and Law Practice 8:21

1d ago8:21

8:21

Ever wondered if there's more to a lawyer than legal jargon and courtrooms? Join me, Liz Lemon, as we peel back the layers of the legal profession with Julie Dialessi-Lafley, a seasoned attorney from Bacon Wilson Law Firm. Together, we journey through Julie's transition from finance to law, and how her background in a family business enriches her a…

1
EP# 74: Empowering Together: Loretta Stevens' Journey with the Senior Executive Women's Network (SEWN) 9:11

7d ago9:11

9:11

Loretta Stevens, the powerhouse behind the Senior Executive Women's Network (SEWN), joins us on the Good Neighbor Podcast to discuss the impactful community she has built for women navigating their professional journeys. From an impromptu dinner with fellow women leaders to a thriving network that hosts quarterly dinners and monthly leadership lunc…

1
EP# 72: Building the Future: Daniel Bennett's Innovative Journey from Carpentry Roots to D.B.C. Solutions and Virtual Reality Remodeling 7:52

7d ago7:52

7:52

Transform your living space with insights from our chat with Daniel Bennett, the visionary behind D.B.C. Solutions. Ever wondered how a builder's legacy weaves into modern innovation? Daniel's journey from family carpentry roots to founding his own company in 2004 is nothing short of inspiring. He introduces us to groundbreaking 3D design and virtu…

1
EP# 71: Harmony and Healing: Hayley Procon's Journey to Revolutionizing Self-Care at Aura Day Spa 8:20

7d ago8:20

8:20

Can self-care be an essential part of healthcare? Discover the transformative power of self-care with our guest, Hayley Procon from Aura Day Spa. Hayley and her business partner, Kristen, have turned an old dance studio in Ludlow into a sanctuary of relaxation and rejuvenation. Join us as Hayley recounts their incredible journey of opening Aura Day…

1
EP# 70: Healing from Within: Hakim Noah's Journey from Self-Discovery to Holistic Health Expert 10:56

7d ago10:56

10:56

Discover how to transform your well-being with insights from Hakim Noah of Amherst Massage Therapy. Hakeem demystifies the world of bodywork, coaching, and sacred medicine education, including the therapeutic potential of psilocybin. Learn why bodywork isn't just a luxury but a vital practice for maintaining connection with your body and calming yo…

1
EP # 73: Breaking Stagnation: Catherine Duggan's Journey from Special Ed Teacher to Empowering Life and Spiritual Coach 11:14

7d ago11:14

11:14

Ever felt stuck in life despite having all the outward signs of success? Meet Catherine Duggan from Finding True North Coaching, who turned her experience as a special education teacher and stay-at-home mom into a journey of life and spiritual coaching. Driven by her passion to help others break free from stagnation, Catherine shares insightful str…

1
EP# 68: Unearthing History: Ray Radigan's Journey from National Parks to Deerfield's Memorial Hall Museum 4:51

7d ago4:51

4:51

Ever wondered about the hidden treasures in your own backyard? Join us on the Good Neighbor Podcast as we chat with Ray Radigan from the Memorial Hall at Deerfield Museum, the oldest museum in Western Massachusetts. Ray brings his wealth of experience from the National Park Service and other esteemed museums to shed light on this historical gem. Yo…

1
EP# 69: From Corporate Climb to Healing Haven: Todd & Sue Thibodeau's Inspiring Transition to Spa Entrepreneurship 11:39

7d ago11:39

11:39

Ever wondered if owning a spa could be more than a luxurious fantasy? Meet Todd Thibodeau, who swapped his corporate grind for the serene life of owning Elements Hot Tub and Spa in Amherst a long side his wife Sue Thibodeau. Todd takes us through the transformative journey from corporate America to becoming the heart and soul of a spa that's more t…

1
Customer Loyalty & Brand Loyalty Programs for B2B Services in the Age of AI_Joanne Z. Tan _Season 2, Episode 35_Joanne Tan 13:34

17d ago13:34

13:34

In the AI age, decision paralysis can drive customer loyalty, and is an opportunity for developing brand loyalty so long as a brand leads the market. B2B services need to rewards customers with loyalty programs.In the AI age, loyalty rewards and customer experience are the differentiators. AI will level the competitive playing field for many produc…

1
063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini 27:50

21d ago27:50

27:50

In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…

1
Break Through Barriers in Our Own Minds - a true story_Season 2, Episode 34 12:16

1M ago12:16

12:16

Achieving mental and psychological break through is best by doing, not just talking: This is a true story that not only helped with a breakthrough to start Joanne Tan's first book, but also taught her that in serving and leading others, we actually have served and empowered oneself.Joanne was asked to volunteer to hold the wood boards for others to…

1
High Sierra Adventure True Stories, Part 1 of 3 - Joanne Z. Tan, Season 2, Episode 33 14:33

1M ago14:33

14:33

This is Part 1 of 3 of true adventure stories. (The video and blog versions also show photos taken there). Each Part has heart warming, funny, and adventure stories full of wise lessons.The High Sierras' jagged granite peaks, wild and lush, secluded meadows, pristine, snow-melt creeks and lakes cleanse the souls and refresh the minds and hearts of …

1
062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth 20:27

1M ago20:27

20:27

In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…

1
061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab 32:38

2M ago32:38

32:38

In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…

1
Transforming Challenges into Triumphs: Tommy Dieter's Story 37:00

2M ago37:00

37:00

Send us a text Unlock the secrets to career advancement and personal growth with Tommy Dieter from Prudential Insurance. Discover how persistence, consistency, and authentic relationships can propel your career in the financial industry. Tommy's rise from internal wholesaler to Regional Vice President is filled with valuable insights, including the…

1
060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success 30:29

2M ago30:29

30:29

In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…

1
Part 3 of 3-pt Interview of Tani: SCOTUS Ethics Rules,Term Limits, Rank Choice Voting, Democracy_Episode 32, Season 2 31:42

2M ago31:42

31:42

"The ramifications and consequences of the US Supreme Court's decision on Presidential Immunity will be long lasting," said former Chief Justice of CA Supreme Court Tani Cantil-Sakauye, currently the President of PPIC (Public Policy Institute of California), in the 3rd and last part of the interview with Joanne Z. Tan, where she discussed Rank Choi…

1
Part 2 of 3: The Golden State is Losing its Shine - What Are the Problems with California Economy?_Episode 31, Season 2 50:52

2M ago50:52

50:52

Is the Sun setting on California? Is the Golden State losing its shine? Drought, aging population, declining immigration, budget deficits, high cost of living, homelessness, exodus of families and businesses, brain drain, obsolete labor laws, upcoming AI legislations and taxes ... hear fact-based insights from the President of PPIC (Public Policy I…

1
Part 1 of 3: Only in America: The personal journey of former Chief Justice of CA Supreme Court; How to be a critical thinker?_Interview by Joanne Tan_Episode 30, Season 2 31:20

2M ago31:20

31:20

Get inspired from the personal journey of the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, who was also the former Chief Justice of CA Supreme Court for 11 years. Learn why critical thinking is so important today, and hear Tani's other insights shared with Joanne Z. Tan, host and producer of "Interview of Notables …

1
Save US Democracy: Voters have more choices than two-party candidates with Rank Choice Voting - Excerpt from Interview of Former Chief Justice of CA Supreme Court _ Episode 29, Season 2 4:12

2M ago4:12

4:12

The 2024 Presidential Election is revealing the limitations and flaws in the US two-party system. The framers of the US Constitution never specified that there would be just two political parties. Many current democracies in other countries have a parliamentary system with multiple parties and more diverse voices. Rank Choice Voting, as already ado…

1
059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders 30:58

2M ago30:58

30:58

In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…

1
EP# 59: Making Waves and Building Legacies: Ted Hebert's Dive into the Pool and Spa Industry 13:23

2M ago13:23

13:23

What makes Ted Hebert with Teddy Bear Pools and Spas a good neighbor? Imagine starting your entrepreneurial journey at the tender age of 14 and nurturing it into a thriving legacy. That's exactly what Ted Hebert did with Teddy Bear Pools and Spas, and we're excited to have him share his inspiring story on our show. Ted dives into the deep end of hi…

1
EP# 58: Revving Up Responsibility: Brian Bachand's Story of Legacy, Conservation, and Community at Westover Auto Salvage 8:07

2M ago8:07

8:07

What makes Brian Bachand with Westover Auto Salvage a good neighbor? Have you ever wondered about the life and soul behind the metal and machinery of your local auto salvage yard? I, Liz Lemon, was thrilled to sit down with Brian Bachand of Westover Auto Salvage, a gem in Belchertown, Massachusetts, whose story is as robust and riveting as the engi…

1
EP# 64: Defying the Odds: Bruce Frankel’s Empowering Path from Journalism to Championing Entrepreneurs Over 50 10:12

2M ago10:12

10:12

What makes Bruce Frankel with Business Authority a good neighbor? What if everything you thought you knew about entrepreneurship was wrong? Join us on the Good Neighbor Podcast as Bruce Frankel from Business Authority busts myths and unveils the hidden potential of entrepreneurs over 50. Bruce’s incredible journey from a distinguished journalism ca…

1
EP# 63: From Dream to Reality: How Natalina and Michelle Are Changing Lives with Second Times a Charm 8:11

2M ago8:11

8:11

What makes Natalina Tulik and Michelle Annechiaricco with Second Times a Charm a good neighbor? What if you could make dream events more accessible for everyone? Join us on the Good Neighbor Podcast as we share the inspiring story of Natalina and Michelle, the dynamic duo behind Second Times a Charm. This incredible non-profit is changing lives by …

1
EP# 57: From Grief to Greatness: Brian Scott's Journey of Resilience and Community Service 10:10

2M ago10:10

10:10

What makes Brian Scott with ScottyDog Enterprises a good neighbor? When you think of retirement, do you imagine a life of leisure or one filled with new entrepreneurial adventures? Brian Scott, the mastermind behind ScottyDog Enterprises, joins us to turn that notion on its head, proving that sometimes a second career can blossom from the embers of…

1
EP# 60: Navigating Mental Wellness Together: Susan Gagnon's Compassionate Guide Through the World of Psychotherapy 6:03

2M ago6:03

6:03

What makes Susan Gagnon with Adolescent, Adult & Family Behavioral Health a good neighbor? Struggling with mental health can often feel like a lonely journey, but Susan Gagnon of Adolescent, Adult, and Family Behavioral Health reminds us that it's a path we don't have to walk alone. With the warmth and expertise of a seasoned social worker who has …

1
EP# 67: Empowered by Movement: Rebecca Casinghino's Passionate Mission to Foster Fitness and Community at Ardor CrossFit Fitness 9:03

2M ago9:03

9:03

What makes Rebecca Casinghino with Ardor CrossFit Fitness a good neighbor? Discover the secret to prioritizing your health with today's inspiring guest, Rebecca Casinghino from Ardor CrossFit Fitness. Rebecca and her husband turned their shared passion for fitness into a thriving community hub on Wilbraham Street in Palmer. Whether you're a beginne…

1
EP# 66: Rising from Layoff to Digital Triumph: Emily King's Journey and Secrets to Small Business Success 5:27

2M ago5:27

5:27

What makes Emily King with Wheel Horse Digital a good neighbor? What if you could turn a pandemic-induced layoff into a thriving business? Emily King did just that, and she's here to share her inspiring journey from a side hustle to a successful digital marketing microagency. Join us as Emily, the founder of Wheel Horse Digital, talks about the ess…

1
EP# 56: Bridging Dreams to Careers: Amy Scribner's Mission to Illuminate the Path from Classroom to Calling 6:46

2M ago6:46

6:46

What makes Amy Scribner with River East School To Career a good neighbor? Have you ever wondered what bridges the gap between high school hallways and the maze of career paths awaiting young minds? Amy Scribner of River East School to Career joins us to unravel the transformative journey of guiding students toward their passions and professions. He…

1
EP# 61: The Syncopated Step of Success: Armando Olivares' Rhythmic Rise in Real Estate and Salsa 7:06

2M ago7:06

7:06

What makes Armando Olivares with Homes Logic Real Estate a good neighbor? Have you ever wondered how a passion for salsa dancing and a keen eye for real estate could coalesce into a life well-lived? Armando Olivares of Homes Logic Real Estate steps into the light, sharing his vibrant journey from youthful curiosity in properties to becoming a beaco…

1
EP# 62: Painting Positivity: Denise Morgan's Artistic Haven at Brush-It-Off 9:51

2M ago9:51

9:51

What makes Denise Morgan with Brush-It-Off a good neighbor? Have you ever walked into a room and instantly felt like you've found your oasis? That's the experience Denise Morgan of Brush-It-Off strives to create for every visitor stepping into her art studio. On our latest episode, we have the delight of venturing into Denise's world, where a forme…

1
US Supreme Court Justices Term Limits and Ethics Rules: Interview Excerpt of Former Chief Justice of CA Supreme Court_by Joanne Tan_Episode 28, Season 2 9:00

2M ago9:00

9:00

Why are the STATE supreme court justices subject to ethics rules, while the US supreme court justices are NOT? Who should hold SCOTUS accountable? What does it take to have age-based term limits for SCOTUS, PROTUS, members of US Congress and Senate, and officials at all levels of the federal government? Hear insights from the President of PPIC (Pub…

1
The Entire Interview of Former CA Supreme Court Chief Justice Tani Cantil-Sakauye, by Joanne Z. Tan_Episode 27, Season 2 1:53:50

2M ago1:53:50

1:53:50

Tani Cantil-Sakauye, former Chief Justice of California Supreme Court for 11 years, and current President of the Public Policy Institute of California, was interviewed by Joanne Z. Tan, host and producer of "Interviews of Notables and Influencers" of 10 Plus Podcast on June 24, 2024. Around 22 questions and answers are presented in three parts: Par…

1
One Billion Tax Dollars for Housing California's Homeless are Missing, said PPIC President in an Interview - Episode 26, Season Two 3:54

2M ago3:54

3:54

At least one billion in tax dollars are unaccounted for, and the money was marked for helping the homeless in California, already disbursed to counties and cities from State Government. Hear the shocking truth from the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, former Chief Justice of CA Supreme Court for 11 year…

1
058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed 41:12

3M ago41:12

41:12

In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…

1
The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice_Episode 25, Season 2 8:58

3M ago8:58

8:58

There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…

1
057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski 29:45

3M ago29:45

29:45

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …

1
From Accountant to RVP: Tom's Path to Success Through Mindset and Networking 35:52

3M ago35:52

35:52

Send us a text Join us as we uncover Tom Connelly's remarkable journey from a dissatisfied accountant to a thriving Regional Vice President in financial services. You'll learn how Tom discovered wholesaling through a serendipitous introduction by his girlfriend's father and overcame significant challenges, including a substantial pay cut and career…

1
What jobs will be substantially replaced by AI? - Pt. 2 of 2, Summary of GenAI Summit, SF_Joanne Z. Tan_Episode 24, Season 2 6:20

3M ago6:20

6:20

Joanne Tan, AI Experience Design (AIXD) consultant for UX, CX, CSAT, explains the latest Gen AI job and data opportunities and losses.(Continued from Pt. 1 of 2.)What is the difference between an AI Co-pilot and an AI Agent?What jobs will be substantially replaced by GenerativeAI?Data protection and Data Use: land grab or monetize what data?When AI…

1
Where is GenAI going? How Fast? - A Summary of a 3-day GenAI Summit in San Francisco, Part 1 of 2_Episode 23, Season 2_Joanne Z. Tan 5:30

3M ago5:30

5:30

Where Is Generative AI heading? How fast? How long will it take to overcome bottlenecks & obstacles? What is the difference between an AI Co-pilot and an AI Agent?AI Jargon for “Non-Nerds” and AI Newbies To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in …

1
056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein 31:00

3M ago31:00

31:00

In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…

1
055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark 33:06

3M ago33:06

33:06

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …

1
When To Say "No" To An Opportunity 18:01

3M ago18:01

18:01

In today's episode of The Preeminent Producer Podcast, we are talking about when to say "no" to an opportunity. Let's dive in! ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and create a fulfilling career? Then welcome to The Preeminent Producer Podc…

1
Dealing With Challenges As An Insurance Producer 18:36

4M ago18:36

18:36

Today we hear from Christian Wirght about challenges he faces early in his insurance career and how we overcame them and went on to become a Preeminent Producer. ... Are you a commercial insurance producer struggling to stand out from the competition? Do you find it challenging to grow your book of business and create a fulfilling career? Then welc…

1
Steve Jobs' Secret Sauce for Turning a Startup into Apple: 3 Elements of a Unicorn_Joanne Z. Tan_Episode 22, Season 2 10:55

4M ago10:55

10:55

Vision, Brand Focus, Experience Design are Steve Jobs’ secret sauce for growing a garage startup into Apple, and they are the 3 Elements of an AI Unicorn no matter what products or services. Steve Jobs did it right by STARTING with user journey and user experience at the very beginning, from day one, BEFORE making any products, BEFORE engineering, …

1
A message for entrepreneurs: Just Do It! _ by Joanne Z. Tan_Episode 21, Season 2 4:02

4M ago4:02

4:02

Many entrepreneurs hold themselves back with fear, complacency or over thinking rather than taking action. Success comes from embracing imperfection and taking calculated risks to achieve personal and entrepreneurial growth, per Joanne Z. Tan. To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ===============================…

Podcasts που αξίζει να ακούσετε

Insurance Producer Coaching Podcasts

Podcasts που αξίζει να ακούσετε

Οδηγός γρήγορης αναφοράς