Scattered focus is going to give you scattered results! In this episode, we’re simplifying the framework to clearly know the problem you solve, the target you want to hit, and the infrastructure you need in place to build a profitable multi-million dollar agency.

Today’s guest, Robert Smith, advises top agencies on organic growth, productivity and profitability making sure you’re set up to scale and thrive in the long haul. Robert shares what data you need to measure and use to your advantage, and what the best agencies do differently that lead to undeniable success. Goodbye scattered results, hello profitable and sustainable business!

HIGHLIGHTS

08:30 What data should I pay attention to that will grow my business?

10:15 Is it clear what problem you solve?

14:00 Indicators that an agency has a good growth trajectory.

20:15 Practices the best of the best do to have a sustainable business.
26:30 How do you know it’s time to make changes to your infrastructure?

31:30 The power of clearly knowing the problem you want to solve, the target you want to hit, and reverse engineering for success.

RESOURCES + LINKS

Watch the full episode on YouTube: HERE

Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!

FREE 7-Day Demo TRY NOW

Learn to Become a 6 Figure Life Insurance Producer HERE

Train Your New Hire in Just 10 Days HERE

"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry. ORDER NOW

Connect Directly with Us:
Text "BUZZ" to (816) 727-7610 to chat directly with Michael & Courtney

Share Your Feedback:

Let us know what you loved about today's episode - leave us a google review!

FOLLOW

Michael + Courtney: @mandcweaver

Michael Weaver: @_michealweaver

Courtney Weaver: @courtneyvie

YouTube: Michael and Courtney Weaver

Robert Smith: @robertwsmith

Roberts website: fideles-advisors.com

There is 1 thing EVERY TEAM should be doing on your calls to increase sales - and it’s not what you may think! We're talking about celebrating wins! Whether they're big or small, celebrating wins creates a culture that's all about winning momentum! It's like stacking up those tiny victories like little Jenga blocks until - BAM - you've got yourself a skyscraper of success! Rome wasn't built in a day, and neither is a thriving insurance agency! So stack up those small wins like a boss and watch as your agency produces massive success.

HIGHLIGHTS

02:30 What is the ROI of pouring love into your team?

06:30 The best way to create a culture that seeks consistent wins.

07:00 One way thinking outside the box will take your agency to new heights!

08:30 What we see in teams who are supported by their leadership.

09:00 Tips to develop your team's strengths and keep morale up in hard times.

11:00 How to develop confidence in your team that translate into success.

RESOURCES + LINKS

Watch the full episode on YouTube: HERE

Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!

FREE 7-Day Demo TRY NOW

Learn to Become a 6 Figure Life Insurance Producer HERE

Train Your New Hire in Just 10 Days HERE

"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry. ORDER NOW

Connect Directly with Us:
Text "BUZZ" to (816) 727-7610 to chat directly with Michael & Courtney

Share Your Feedback:

Let us know what you loved about today's episode - leave us a google review!

FOLLOW

Michael + Courtney: @mandcweaver

Michael Weaver: @_michealweaver

Courtney Weaver: @courtneyvie

YouTube: Michael and Courtney Weaver

Want to actually have peace of mind for you and your client’s futures? Don’t let a year go by where you aren’t funding tax-free accounts to protect your future. Retirement expert David McKnight is breaking down all the must-know information to minimize taxes in your future retirement and give you the knowledge you need when helping clients prepare for their future too! David breaks down what you should be investing in at your current age, the benefits of IULs, and what we can expect (and should be preparing for NOW) with the coming tax change in 2026. We also learned how tools like cash value life insurance and Roth conversions can help shield savings from higher future taxes. This episode is a wealth of information that will literally protect your wealth and your future!

HIGHLIGHTS

03:15 The power of the 0% tax bracket.

05:30 What can I do to shield myself from taxes and prepare for retirement?

07:30 What can we invest in to lower our tax burden other than Roth IRAs, Roth 401K’s, and life insurance?

11:15 How to calculate how much money you need for retirement (and strategic planning for what accounts to pull from.)

16:00 How today’s financial gurus are leading you astray.

17:00 What should I be recommending for my clients to help them with their life insurance plan?

22:15 What can insurance agents expect in 2026 with the tax law changing?

26:00 The Hero’s of Zero and what you can expect next.

RESOURCES + LINKS

Attend David’s upcoming Event - Heroes of Zero, May 16th + 17th in Nashville, TN

Watch the full episode on YouTube: HERE

Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!

FREE 7-Day Demo TRY NOW

Learn to Become a 6 Figure Life Insurance Producer HERE

Train Your New Hire in Just 10 Days HERE

"Game Changer: Taking Your Insurance Agency To The Next Level" by Michael Weaver: Unlock the secrets to success in the insurance industry. ORDER NOW

Connect Directly with Us:
Text "BUZZ" to (816) 727-7610 to chat directly with Michael & Courtney

Share Your Feedback:

Let us know what you loved about today's episode - leave us a google review!

FOLLOW

Michael + Courtney: @mandcweaver

Michael Weaver: @_michealweaver

Courtney Weaver: @courtneyvie

YouTube: Michael and Courtney Weaver

Follow David

Instagram @davidcmcknight
Facebook @davidmcknight
LinkedIn @davidmcknight