Above The Business

Coach P joins Bradley to discuss recruiting, agency management, and scale in the face of difficult times. Growing up as a State Farm kid, David Peterson watched his father run a successful agency for 40 years. Out of college he had to give it a try himself and he was an agent team member for nearly 3 years with a high-level agent. After a few years of success, it was time for him to go out on my own.Once into agency, he quickly realized that it takes much more than hard work to grow a successful business. After the first few years of struggles, he got serious about investing into his team and developing myself into a better leader. With that came systems, processes, delegation, and specialization. His agency now has a large, stable team of professionals who are at the top of their game year after year.His goal now is to share this knowledge with other agents and help them take care of their #1 asset - their teams. Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

As business owners, we are often caught up in the daily grind, managing teams, meeting client expectations, and balancing personal life. Your first priority needs to be caring for yourself and leading yourself before others, aka "putting your oxygen mask on." In this episode Bradley shares candidly how he has been recently implementing this principle in his life and career.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

In today’s episode, Taylor Willingham joins Bradley to discuss the value of estate planning for entrepreneurs. Taylor brings a wealth of expertise and a deep commitment to legacy planning, and is himself a founder. Specializing in estate planning, probate, and elder law, his practice is dedicated to ensuring clients' assets are protected and passed on according to their wishes. Taylor's unique approach to estate planning, dubbed Posterity Planning, focuses on not just the transfer of assets, but on preserving wealth for future generations.An accomplished author, Taylor has contributed significantly to the field with five published books:"Will Trust: Do I Need a Will or a Trust,""Free Long Term Care,""Helping Your Parent With Long Term Care,""Why Should I Care, I'll Be Dead," and"Ituy: An Adventure to The End of World."He also shares his rich background in estate law. In fact, his legal journey began at Tombs & Maxwell, PLLC in Lubbock, Texas, where he honed his skills as an estate planning and probate law clerk. His career took a pivotal turn in 2009 when he joined Davis & Associates, delving into international estate planning and business formation to assist global clients in investing and protecting assets within the United States.Taylor's dedication to creating lasting legacies is matched by his extensive academic achievements, including a Master’s degree in Personal Finance and a Juris Doctorate. His expertise in planning techniques, asset protection, and wealth creation has been recognized through numerous awards and affiliations, such as being a Graduate of the Elder Law College, receiving the Best Attorney accolade from Living Magazine in 2015, and being a consistent Super Lawyers Association member from 2019 to 2023.At Willingham Law Firm, PC., Taylor and his team offer a range of services tailored to meet individual needs, from wills and trusts to Medicaid planning and VA benefits, embodying his belief in the power of effective estate planning to safeguard one’s legacy. For those seeking to protect their assets and ensure their wishes are honored, Taylor Willingham offers unparalleled expertise and a compassionate approach to estate and legacy planning.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

Arial, the standard font that we see when we open a new document, isn't the problem. Standards are. So how does Arial conflict with having standards of excellence in your business? Listen to this quick note from Bradley, and consider how his takeaways could be a part of your next thinking time to improve your business.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

Dr. Alexa Chilcutt, expert in leadership and team communication, discusses the importance of executive presence, intentional leadership, and effective communication in the workplace. She explores topics like strategic vision, building strong teams, and delegating tasks based on individual strengths within a team.

A common misconception is that growth and profit go hand in hand. However, the relationship between the two is more nuanced. This is where the Rule of 40 comes into play, offering a valuable framework for business owners to navigate the balance between growth aspirations and sustainable profitability. Listen to hear how you can use The Rule of 40 to increase your profitability.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

In this episode, Henna shares key advice for owners on improving workplace performance. Henna Pryor, PCC is a dynamic Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, virtual presenter, author, and professional executive coach. Her playful style and high-impact talks blend 2 decades of work with corporate leaders and teams, with a fresh, science-based approach to taking more strategic risks and boosting social and mental fitness for success at work.She has been invited to speak twice for TEDx in NYC and Wilmington, DE, and brings her expertise to a variety of global organizations including Google, Workday, Johnson & Johnson, and JPMorganChase. She has also been featured in top media including Forbes, NBC, Washington Post, Fast Company, Inc., Business.com, HuffPost, and many more.Henna founded Pryority Group – a fast-growing performance growth firm – to expand on her belief that the key to most people’s success is learning to strengthen mental and social muscles in order to boost risk-taking, maximize influence, and be braver in the work that we do.She’s been named a SUCCESS Magazine Woman of Influence and SXSW Workplace track speaker, and her best-selling book, Good Awkward, was endorsed by NFL Quarterback Russell Wilson and former HBR Editor Karen Dillon, and was named a Kirkus Reviews’ Best Book of the Year.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

You can create a culture of continuous improvement if you stop waiting for the right time. Listen to this quick episode to discover how Bradley has done this in his own businesses.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

Fotini Iconomopoulos is a best-selling author of HarperCollins’ “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want.” Fotini is the person Fortune 50 executives call into to help with their high stakes negotiations or to empower their teams through her intensive workshops on negotiation, communication and persuasion. Fotini occasionally returns to the classroom as an instructor of MBA Negotiations at the Schulich (SHOE-lick) School of Business at York University in Toronto. She’s a regular media guest on outlets including CBC, Forbes and Harvard Business Review, she’s been recognized with a number of awards including a Top 40 under 40 award.Ready to get more out of your Team? Join us for the upcoming Above The Business event, TEAMS on April 23rd-24th, 2024. Register free at www.abovethebusiness.coThanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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 Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/

You may or may not be a golf fan, but you can pull some of the principles Bradley observed at The Masters into your business. From standards to best practices to the way improvements are done, listen to this quick episode and see what you can take from it!Join us for the next Above The Business event at www.abovethebusiness.coThanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.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 Club Capital Podcast go to www.autopilotrecruiting.com and use the code ClubCapital to get started.Coach P found great success as an insurance agent and agency owner. He leads 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 Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/