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**Finding Peak with Ryan Hanley – Ryan Hanley**

You’ve done the work and built the thing, but you’re still stuck in “Almost.” Ryan Hanley’s weekly conversations with founders, athletes, authors, and operators who know how to ship the last 10%. Each episode names the trap and leaves you with the mindset, moves, and motivation to get it done. The path is simple. The work is not. Subscribe, then finish the thing.

Latest Episodes:

Throwback: Josh Braun on Dominating Cold Email Prospecting Dec 30, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this throwback episode of the Ryan Hanley Show, host Ryan Hanley interviews Josh Braun, the Founder of Sales DNA. The Master Guru of cold email prospecting, (and all things sales), Josh Braun, explains why we don’t get the response rate on cold outreach we should be and what to do about it.

Episode Highlights:

Josh mentions why salespeople will typically work with him. (17:50)
What has been one of the huge obstacles right at the beginning for Josh? (19:26)
Josh shares the best way to understand the customers. (21:47)
Josh mentions why he would highly recommend interviewing five or six customers.
Why does Josh prefer shorter emails? (26:25)
Josh mentions the two factors that your prospect wanted. (31:27)
Can Josh define their superpower and show them in a way that they even have a problem to begin with, and allow them to make the connection? (33:28)
Josh shares a story that happened several years ago with his wife when he saw a U-Haul. (40:39)
Josh shares a story of a man named, Dale Dupree. (46:43)
Josh mentions the visuals that he teaches to people. (51:09)

Key Quotes:

“So, the biggest mistake that I see people make, and it's no fault of their own, is that they've never done the job of the person that they're reaching out to. And so oftentimes, they're speaking a completely different language.” - Josh Braun
“Nobody wakes up one day and just buys a product, they will try to get by the best way they know how to get by because of habit and anxiety. It's hard to glean that information a lot of times from marketing materials because there's a spin to it.” - Josh Braun
“The superpower is you need to shine a light on a problem that people don't know about because every one of your prospects is running in their own sneakers today. I call these illumination questions.” - Josh Braun

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/throwback-josh-braun-teaches-us-how-to-dominate-cold-email-prospecting

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Independent Agents Dominate 2022 Dec 09, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this solo episode of The Ryan Hanley Show, Ryan Hanley breaks down how he's positioning Rogue Risk for success in 2022 and what independent agents can do to put themselves in a position to dominate.

Episode Highlights:

Ryan opens the episode by telling his listeners his plans for 2022. (00:45)
Ryan explains that it is important to recalibrate our minds on how we are going to plan for 2022. (3:18)
Ryan shares why it is important to acknowledge our mistakes to create a better plan for the future. (7:52)
Ryan expresses his love and appreciation to his listeners, company, and his podcast. (13:29)
Ryan states that 2022 is going to be a big year for InsurTech. (15:30)
Ryan shares his insights about giving importance to carriers, producers and vendors. (21:19)
Ryan tells everyone to focus through the filter of who they are and who they want to be. (26:59)
Ryan elaborates on the importance of not being afraid to try new things and get out of your comfort zone. (30:15)
Ryan shares that no one really has the answer, but we all have parts to the solution. (35:11)

Key Quotes:

“We've been laser-focused on only working towards projects, on only thinking through tools, on only taking meetings or having discussions around things that pass through the filter of who we want to be.” - Ryan Hanley
“I want Rogue to be one of the largest high volume writers of small commercial premium in the entire country someday.” - Ryan Hanley
“We have to try things. You have to learn, you have to be willing to fail. That's how we dominate 2022. That's what we do at Rouge. I have zero ego for failure. - Ryan Hanley

Resources Mentioned:

Reach out to Ryan Hanley
Rouge Risk

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/how-independent-agents-dominate-2022

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Tremendous Conversation with Ricky Hayter Dec 02, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ricky Hayter, owner of ANR Insurance Group, joins the podcast for a tremendous conversation on what it takes to run an independent insurance agency.

Ricky is growing his agency like crazy and shares some of the challenges they've faced as well as how they've overcome all of them on the path to world domination.

Don't miss this episode...

Episode Highlights:

Ricky discusses his thoughts as a leader and his observations while acquiring an agency. (6:44)
Ricky shares his personal view on the ability to provide energy in an office setting vs working remotely. (12:52)
According to Ricky, it is critical to offer employees the same level of independence as everyone else in the firm. (19:15)
Ricky says that when he interviews individuals now, he looks for people who can manage themselves, are self-motivated, and are reliable. (23:59)
Ricky describes how he gives his people time off. (29:48)
Ricky feels that the only way to properly develop a healthy unrestricted time off culture is to start from scratch. And you need individuals who can manage it. (32:10)
Ricky says he can educate anyone willing to work hard how to sell insurance. (37:55)
Ricky explains that he seeks highly skilled customer service representatives because he understands he needs to fill that gap for himself. (46:51)
Ricky and Ryan discuss their hiring mindset. (52:47)
Ricky cites Tarmika as a product he utilizes. (57:43)

Key Quotes:

“Hiring people around your weaknesses makes you better.” - Ricky Hayter
“At the end of the day, I mean, I gotta do what I say I'm going to do. That's it. Yeah. And that just goes so far. They buy-in, because I tell him what we do. And I also tell them what we can't do and why.” - Ricky Hayter
“I look for super skilled customer service people because I know I have to fill that gap for myself.” - Ricky Hayter

Resources Mentioned:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/a-tremendous-conversation-with-ricky-hayter

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Abramson on Cover Whale Making a Splash in Insurance Nov 18, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Kevin Abramson, President at Cover Whale joins the show to discuss why the insurance industry is ripe for innovation and how Cover Whale plans to attack these opportunities.

Cover Whale is currently providing insurance truckers by breaching the gap between insurance and technology.

This is a tremendous conversation, don't miss it...

Episode Highlights:

Kevin discusses his firm, Cover Whale, and the work they accomplish. (4:28)
Kevin provides his thoughts on what it takes to be a great leader and how to take charge of your own destiny. (10:45)
Kevin shares some challenges that he encountered that he did not expect. (16:04)
Kevin agrees that having that human aspect in a tech business is not very easy. (20:19)
Kevin explains what he means by digesting data faster. (24:10)
Kevin elaborates on how he manages to catch and spot bad behaviors in an app. (27:22)
Kevin states that failure is part of being a start-up company. (32:35)
Kevin shares his vision and plans for the future for his company. (38:01)
Kevin talks about giving value to the insurance industry and making a difference. (48:14)
Kevin shares the importance of having accurate and reliable metrics in a business. (53:38)

Key Quotes

“I would say, you know, we've got a lot of tech people at our company, but at my core, I'm an insurance person that really loves tech. And it's not the other way around.” - Kevin Abramson
“It's been an industry where data has been prevalent, heavy, you know, lots of data, massive amounts of data. I think the difference-maker is being able to digest that data, but also to digest it faster, in real-time.” - Kevin Abramson
“I think, if we look at where we'll be two years from now, one of the core tenants in our business and our mission of the company is, we will continue to take risks.” - Kevin Abramson

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/kevin-abramson-on-how-cover-whale-is-making-a-splash-in-the-insurance-industry

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ciara Gravier on Winning the Start-Up Agency Game Nov 11, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show,Ciara Gravier CIC, CRM, CCIC, PWCA, CPIA, Founder and CEO of The Bunker Insurance & Risk Management joins the show to share all her secrets to winning the start-up independent agency game.

Ciara is someone I’ve personally been a fan of for a long time and it was an absolute pleasure to be able to spend time and learn more about her story. You're going to love this episode...

Episode Highlights:

Why did Ciara establish her own agency? (5:15)
Did Ciara ever regret letting the Allstate brands go? (8:09)
Ciara shares what they did when she first started the agency. (12:41)
Ciara mentions that they were able to assist others in starting their own businesses from the ground up. (15:16)
Ciara discusses some of the challenges of not having direct appointments. (18:28)
Ciara explains why including business in the books has been difficult for her. (25:02)
Ciara explains why engaging in the killing commercial is one of the best things their agency has ever done. (30:53)
Ciara mentions that she enjoyed the podcast with Ryan and James Jenkins. (44:26)
Ciara and Ryan discuss Crypto. (51:42)
Ciara shares why she believes that her agency is on the right track. (1:04:04)

Key Quotes:

“We're able to help these people find an attorney, find an accountant, you know, set up their businesses from the ground up. They can trust us.” - Ciara Gravier
“So we joined Killing Commercial and that has really been the best thing that we've done.” - Ciara Gravier
“What's great about this industry is that everyone can achieve success however they want. And everyone has a different roadmap to it.” - Ciara Gravier

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/ciara-gravier-on-winning-the-start-up-agency-game

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alex Bargmann on What It Takes to Innovate the E&S Market Nov 04, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

PathPoint, the first open digital wholesale brokerage for the Excess & Surplus lines market in the insurance industry.

Some people find E&S boring and difficult. In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Alex Bargmann, CEO and co-founder of PathPoint. They discuss why this is no longer the case and why independent agents need to start taking notice of E&S business.

Don't miss this episode...

Episode Highlights:

Alex discusses how he got into the insurance industry. (6:13)
Alex mentions how it took him a long time to truly comprehend E&S underwriting and rating, and how the processes are significantly different. (10:51)
Alex mentions that they have executive support for putting products or providing capacity to PathPoint in order to digitize the wholesale distribution platform. (17:48)
Alex explains what he really likes about PathPoint. (21:54)
What were the most glaring challenges Alex knew he had to address, either immediately or later, in establishing PathPoint? (23:21)
How difficult was it to get E&S carriers to return digital quotes? (29:17)
Alex explains that they are very specific about their appetite and making sure they are not just adding class codes for the sake of adding class codes. (39:17)
Alex talks about the first carrier they worked with. (44:25)
Alex and Ryan discuss agency billing and direct billing. (47:23)

Key Quotes:

“One thing I really liked about PathPoint where we were able to sort of figure out our differentiators, is like we didn't have to deal with this notion of do we go direct? Or do we go through agents?” - Alex Bargman
“I think there's some value in being able to digitally quote business” - Alex Bargman
“The thing we were able to leverage is that we didn't actually have to convince them to automate underwriting because they had incidentally already done it by writing these binding authority guidelines.” - Alex Bargman

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/alex-bargmann-on-what-it-takes-to-innovate-the-es-market

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brandon Smith on How to Train Unstoppable Producers Oct 28, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Brandon Smith, EVP at Glidewell and founder of the Producer Development Program. Brandon joins the podcast to help us better understand how to train high-functioning, successful insurance producers.

We all want to write more business, Brandon Smith helps us understand how to help our producers do this every day.

Don't miss this episode...

Episode Highlights:

Ryan and Brandon open the conversation with their thoughts on the Buffalo Bills game. (4:36)
Brandon and Ryan discuss the ambiguity of sales. (24:19)
Brandon answers questions about how he hires people and how he makes them feel supported. (28:12)
Brandon shares how he solves transparency and communication issues. (36:38)
Brandon shares the greatest part of being in the insurance industry. (41:38)
Ryan and Brandon discuss having a process for a person to sell at their full capacity. (47:24)
Brandon shares more about his Producer Development Program. (52:31)
Brandon introduces a Planner he created to help people get the most out of their time. (57:05)
Brandon and Ryan talk about what a busy schedule means. (59:59)

Key Quotes:

“Why have we as a society come to the place where we celebrate victimhood, rather than celebrating people for their accomplishments and what they do.” - Brandon Smith
“What makes our industry so great is the freedom to operate our businesses the way we want.” - Brandon Smith
“We don't know what being bored is anymore, we're so busy, digitally distracted. The speed at which we're living, I believe, is the greatest threat to our industry right now.” - Brandon Smith

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/brandon-smith-on-how-to-train-unstoppable-producers

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will Shaw on How to Build Technology for Independent Agents Oct 21, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined byWill Shaw, CEO, and co-founder of Better Agency. They discuss entrepreneurship, InsurTech, and what Will has learned from assisting agency owners in growing their businesses. Will is an all-time guy in our industry...this is a conversation you don't want to miss.

Episode Highlights:

Will talks about a five-year play with InsurTech. (7:54)
Ryan states that building your network is always important. (10:57)
Will explains why they chose to bootstrap Better Agency. (17:29)
Will shares his insights about independent insurance agencies. (24:19)
Will claims that every client should be covered by every policy. (34:06)
Will discusses what his duties were when Better Agency first began. (41:44)
Will elaborates on the advantages of having an independent agency. (46:42)
Ryan and Will discuss their love for the Buffalo Bills. (53:27)
Will explains what it means to have a "ride or die" mentality. (57:23)

Key Quotes:

“The things I'm working on today are the things people are going to see in three or four months.” - Will Shaw
“I hire people that are better than me in every way.” - Will Shaw
“If you try to have your hand in everything you're just never going to get out of your business.” - Ryan Hanley

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the infrastructure layer for serious creators. 👉 Learn more at https://unpluggedstudios.fm.

Full transcript, clips, and more: https://ryanhanley.com/podcast/will-shaw-on-how-to-build-technology-for-independent-agents

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David McFarland on Speed, Simplicity & Service for Small Business Oct 14, 2021

Show notes

Spartan philosophy, built in the black-ops lab of business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by David McFarland, founder, and CEO of Coterie Insurance, for an all-time conversation about insurance, insurtech and what it takes to win the small business insurance market.

David is one of the smartest guys in commercial insurance and things he and his team are doing at Coterie are rapidly changing the standard for ease of business. Don't miss this episode...

Episode Highlights:

David explains what an actuary is. (5:20)
What are some of the ways David worked within the business to overcome what seems to be a fairly common problem with carriers? (10:38)
David explains first-order positive, second-order negative in Coterie. (15:15)
David discusses how Coterie manages things in general.. (16:09)
David mentions that the most valuable asset of any firm is its people. (19:13)
David explains how Coterie gets people to believe in what they do. (21:55)
David mentions that Coterie hires on four criteria: integrity, intelligence, passion, and humility. (27:37)
David explains what makes Coterie unique. (32:17)
David says they aim to create a tech and insurance product that will allow their distribution partners to run in ways they couldn't before. (35:30)
David explains third-party data and how Coterie uses it. (42:27)
David mentions that they aim to ensure the success of their distribution partner. (49:10)
David says they're always seeking new data sources, evaluating its influence on customers, and verifying its accuracy. (51:58)
What does David see happening with small company insurance in the coming years? (53:46)

Key Quotes:

“We create cross-divisional teams to accomplish certain missions. So, if we have a particular objective or key result, we will put together a group of people who are qualified to tackle this thing. And that is their job and they have to work together.” - David McFarland
“We hire on four things. Integrity, intelligence, passion, and humility, and humility elevates all the other three. And the one sentence way that we describe it is that we're smart, passionate people who do the right thing, and we're not going to brag about it.” - David McFarland
“What we want to deliver is a product, both a tech product and insurance product that's going to enable our distribution partners to run in ways that they just couldn't do before.” - David McFarland

Resources Mentioned:

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opus
Riverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riverside
WhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflow
CaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsapp
GoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevel
Perspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective

Episodes You Might Enjoy:

From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delk
From One Man Shop to $200M in Revenue: https://lnk.to/tommymello
Is Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9

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Erik Garcia on How to Determine Your End Game Oct 07, 2021

Show notes

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Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Erik Garcia, CFP®, owner of Garcia Insurance Services and Garcia Financial Group. Ryan & Erik discuss what it means to set goals and actually make those goals a reality. Erik is one of the most thoughtful insurance professionals in the game. You are going to love this episode.

Episode Highlights:

Ryan and Erik discuss an insurance podcaster chat group. (12:20)
Erik shares about his Brainshare experience in September. (14:12)
Erik explains why agency owners and employees must be 100% expendable. (20:45 )
Erik adds that as a business owner, his value for his agency is as a visionary and strategist. (23:15)
Erik discusses the importance of business owners determining what they are working towards and what their end game is. (26:32)
Erik mentions that business owners must be concerned for their staff. (28:46)
Erik discusses why business owners should evaluate their role in the business. (31:26)
Erik explains why perception is reality. (41:50)
Erik explains that as a business owner, he must ensure that his clients are aware of his availability. (43:04)
Erik talks about the book Outliers by Malcolm Gladwell. (47:08)
Erik discusses building relationships and creating shared experiences with others. (51:53)
Erik shares how he met David Carothers and creates a shared experience. (55:06)
Erik explains how important it is for business leaders to create experiences with their staff. (1:02:55)

Key Quotes:

“We make money two ways as business owners, one by doing work earning a wage the same way any staff member would. And the other way is by ownership, we should compensate ourselves in terms of our wages. similarly to what we would pay someone to do the job.” - Erik Garcia, CFP®
“We have to be genuine, authentic people. We can't create these false realities for people.” - Erik Garcia, CFP®
“If there's someone you want to become a client, look for those opportunities to create shared experiences with them. Don't talk about insurance.” - Erik Garcia, CFP®

Resources Mentioned:

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