Above The Business

This week, we welcomed Bill Whitley back to the Club Capital Leadership Podcast for our first ever video- recorded episode. Bill Whitley is a nationally recognized speaker, author, and consultant. He gained his wealth of knowledge and master storytelling abilities through his own experience as a top sales executive. He founded The Risk Advisor Institute over a decade ago and has since been helping multi-line agents across the country grow to the next level at a pace they never imagined!In this episode, Bill walks us through the "Your World" conversation, which is a discovery conversation he has with his clients. Even better, he shows us how he has transitioned these conversations virtually. Have you been looking for a way to better connect with your clients during COVID-19? Well, this is it! Listen up as Bill walks you through word tracks AND shows you exactly how to have "your world" conversations with YOUR clients! BONUS: Watch our video recording to see the tool that Bill uses with his clients to help them visualize and navigate their potential risks. Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

This week, we're welcoming Connie Kadansky to the Club Capital Leadership Podcast!Connie first encountered sales call reluctance in her career as a saleswoman, which led her to extensive research on the subject. She went on to become a licensee of Behavioral Science Research Press and today she works in a variety of industries to help individuals overcome their call reluctance. She has worked with powerhouse organizations including Fortune 50 corporations, universities, multi-national organizations, and national non-profits. Connie reveals that there are several types of call reluctance that are important to identify within your team. Not only does she provide plenty of tips & tricks, but she also reveals an assessment that can measure for call reluctance AND motivation. This episode will help you identify sales call reluctance AND how you can help your team members overcome it!Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

Meet John Shaffer. As an agent for 13 years, John has found his home in the industry by combining a mom & pop environment with the corporate ideology of leveraging systems and processes. John currently owns two offices in Florida, while also temporarily managing a third! Not only is his dedication to the industry impressive, but he's also led 6 of his team members to start their own agencies.How does he do it? Two words. Culture and Recruiting. Listen now to learn more about how to keep your recruiting pipeline full and create a winning culture. Check out Club Capital University: www.clubcapitaluniversity.com (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital on Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

Not only is our podcast guest this week an all-star agent, he has led hundreds of his fellow agents to success as well.Meet Michael Weaver.Agent, business-owner, leader, and so much more...Michael began his career in the insurance industry as a college intern, and opened his agency several years later in April 2014. After starting his own agency from scratch, Michael went on to become one of the Top 50 out of 19,000+ agents. His success as a business-owner, coupled with his desire to help other agents transform their agencies, led to the creation of The Weaver Sales Academy. The Weaver Sales Academy is a sales coaching and training firm for insurance professionals that helps train their team and create excellent sales processes. Want to know the secrets to taking your agency to the next level?Listen now to find out!Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

In this week's episode, we deep dive into how to maintain a work-life balance and how psychology plays a large role in business ownership!This week, we spoke with Clinical Psychotherapist and Licensed Professional Counselor, Jonathan Le. Based out of Bethesda, MD, Jonathan offers professional counseling services through his private practice, Anchor Point Professional Counseling, which he founded in 2014.He has experience in a variety of counseling areas including mental health disorders, substance abuse addictions, and marital issues. Jonathan also works with a lot of different professionals and business owners, where he focuses on the discussion of maintaining holistic health and well-being.Jonathan outlines tangible goals for business owners and explains exactly how you can master a healthy work-life balance!Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

This week, we're thrilled to welcome agent, Joel Laird, to the Club Capital Leadership Podcast, to discuss the Art of Leadership. Originally from Montana, Joel currently runs his agency out of Murfreesboro, TN, with a team equipped with over 90 years of collective insurance experience. With nearly two decades of leadership experience as both an agent AND former agency field leader, Joel has seemingly mastered this "art." Joel reveals that the key to his leadership is the relationships he has built with his team.Joel realizes that not all days are going to be perfect, but he asks that his team be the best version of themselves that they can be on that given day. With this mindset, he has had great success in building his team. Through this episode, Joel helps you navigate difficult situations, and manage your relationships with team members, for the BEST outcome!Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

This week we welcome 3rd Generation Agent, and Founder of Club Capital, David Munson, to the Club Capital Leadership Podcast. As a recipient of awards such as the President's Club and Chairman's Circle, David has had great success since opening his Bethesda, MD office in 2011, and Potomac, MD office in 2019. Early on in his career as an agent, David realized a pain point shared across his community of insurance agents was the lack of timely, detailed financial reporting. And from that, Club Capital came to be.Listen up as David explains the systems and processes that led to his success as an award-winning Agent.Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. (https://clubcapital.teachable.com/p/financial-essentials) Check out the Club Capital Website: www.club.capital (https://my.captivate.fm/www.club.capital) Check out our Sponsor: www.directclicksinc.com (https://my.captivate.fm/www.directclicksinc.com) Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find (https://www.facebook.com/ClubCapitalLLC/Find) Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/ (https://www.instagram.com/joinclubcapital/)

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books. To learn more about Tom, make sure you check out his webinars at https://tomhegna.com/webinars Check out Club Capital Univeristy's Latest Course Financial Essentials for Insurance Agents. Check out the Club Capital Website: www.club.capital Check out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/

Micah Cannon is the COO of the boutique accounting and analytics firm, Club Capital. Today he's here to shed light on the most common financial mistakes agents make.Club Capital works exclusively with insurance agents. Today they help over 300 agents across all tenures and states. This gives them the capability to see behind the veil and speak from an informed point of view.Not only does Micah share how to avoid mistakes that are costing your agency thousands of dollars and you countless hours of sleep, he provides us exclusive insight into the course that Club Capital University is dropping - Financial Essentials for Insurance Agents.Check out the Club Capital Website: www.club.capitalCheck out our Sponsor: www.directclicksinc.comFind Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/FindFind Club Capital on Instagram: https://www.instagram.com/joinclubcapital/

Scott Foster and Steve Cannon, two legends in the world of insurance, stop by the Club Capital Leadership Podcast to share jewels regarding running an agency, taking care of your community, life insurance and retaining clients and employees for decades. Scott is a native of Georgia, Scott graduated Magna Cum Laude from the University of Georgia with a degree in Risk Management & Insurance. Along with his CLU designation, Scott is a life and qualifying member of the Million Dollar Round Table. He has been in the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016. Steve grew up in Greenwood, South Carolina and graduated from The Citadel with a degree in Business Administration. He worked in the medical sales field for seven years before joining the State Farm family in 1988 as an Agent Team Member in Aiken, South Carolina. After qualifying the Agent for his first Ambassador travel trip in the Agent’s 38 years of service, Steve was offered his own agency in Marietta, Georgia. Steve opened his agency as a scratch agent on September 1, 1989 and qualified for Ambassador travel in just four months. Since that time, Steve has qualified 29 more times for travel with 15 years as an exotic traveler. Steve’s office is now located in Woodstock, GA and he has consistently been ranked as a top 50 State Farm Agent for 24 of the past 29 years. Steve’s passion for providing Good Neighbor Service and ensuring his customers are adequately protected is evidenced by his many accomplishments as a State Farm Agent. A quote Steve lives and works by is “be different on purpose”. He believes in this quote so passionately that it is included on the design of his company cars. He wants people to notice the excellence and compassion his team strives for in serving and caring for agency customers. Check out the Club Capital Website: www.club.capital Check out our Sponsor: www.directclicksinc.com Find Club Capital in Facebook: https://www.facebook.com/ClubCapitalLLC/Find Club Capital on Instagram: https://www.instagram.com/joinclubcapital/