Above The Business

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

So what is the Augusta Rule, and why does it matter for your business? Find out in this quick webinar recast with Club Capital operations manager Chris Ferretti!Fireside Chats are 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 Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.Learn more about Club Club capital at www.club.capital

Mark Miller joins Bradley to discuss advice for leaders and business owners. Skills matter, but they won’t get you out of quicksand. Choices will. Here are the four main choices you have when your business is feeling stuck:-> Confronting Reality-> Growing Capacity-> Fueling Curiosity-> Creating ChangeHe also shared that margin in your calendar is a leadership discipline.Mark Miller is an international best-selling author, business leader, and communicator. He is a seasoned business professional who worked his way up the ladder from hourly employee to a senior member of the corporate team at Chick-fil-A. He has been with the company for 40 years and currently serves as Senior Vice President of High-Performance. Learn more about Mark at www.markmillerleadership.com.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 Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

When you think about who is on your team, you'll begin to see how well your business can do. In this episode, Bradley discusses the true definition of an A-Player.Many of you have different roles, from assistants and marketing to sales acquisition and account management. Each role will have very different definitions of A-Players, so it is important to take time with these definitions. Bradley shares how to do this for your business.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

In this episode, Club Capital's account manager Peter Widmeyer discusses common cashflow pitfalls and how to avoid them. His five key points included:- The differences between profit and cashflow. (Cashflow is determined by how much money is going in and how much is going out.)- Learn how to be profitable every single month, or how to strategically be in the red for a few months per year.- Learn the difference between growth or scale, and understand your burn rate when you are expanding.- Having accurate financial data forecasts in business is just as important as having an accurate ruler when measuring a piece of furniture. Fireside Chats are 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 Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.Learn more about Club Club capital at www.club.capital

This week on the Leadership Podcast, Michael Lynch joins Bradley to discuss financial plannings, savings, retirement, and more.A few of his key points included…Creating behavioral change instead of focusing on math for saving and planning for retirementA savings strategy: If you save 10% you’ll never be poor, if you save 20% you’ll always be wealthyThe importance of understanding differences between income, being affluent, and wealth.When you get a raise, it drives a wedge between spending or setting aside extra income.Michael Lynch is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement. A former onsite financial planner at ESPN, Michael has contributed to The Wall Street Journal, TheStreet’s Retirement Daily, and Investor’s Business Daily, as well as hosting Smart Money Radio for a decade. He is a regular speaker and financial planning instructor for conferences and corporations alike, including Madison Square Garden, among many others. In his book, It’s All About the Income, Michael lays out a simple, straightforward system for determining when you really have enough money to call it quits. Learn how to turn those savings into a steady stream of reliable, inflation-adjusted income you can count on for life, and get ready to enjoy a long, healthy retirement on your own terms.Michael is a five-time recipient of Financial Planner of the Year for MetLife and a 2019 inductee to the Barnum Financial Group Hall of Fame. You can enjoy his latest articles and videos at www.simpleandbig.com. 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 Club Capital Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

How are you actually keeping score? You have to be able to tell the winners from the losers. In your business, a scoreboard will help you track if you’re pursuing your priority.Often in business, we tend to make everything a priority. This turns a simple, useable scoreboard for the whole team into the equivalent of a Boeing 700 cockpit. Learn how to create effective scoreboards in this quick episode!Thanks to our sponsors:Club Capital offers 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