One of One: A Conversation with David Garcia

11/09/23 • 10 min

Join us for an inspiring conversation with David Garcia, the President of Rancho Mesa Insurance Services Inc. in San Diego, California. Discover how David transitioned from a career in professional baseball to founding a Best Practices agency with a unique approach to specialization. Learn about the agency's commitment to giving back, their innovative programs like SafetyStarTM, SafetyOneTM, and their dedication to impacting their clients' businesses positively. Tune in to find out how this agency goes the extra mile to ensure their clients' success in a challenging insurance market. Don't miss this episode of Agency Nation Radio as we explore David Garcia's journey and Rancho Mesa's grand slam. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit https://www.iamagazine.com/podcasts. Meet Our Guest: Read more: https://www.iamagazine.com/magazine/issues/2023/november/declaration-of-independents-david-garcia Rancho Mesa Insurance Services Inc.: https://www.ranchomesa.com/ LinkedIn: https://www.linkedin.com/in/david-garcia-1507511a/

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Cold Calls Today, Warm Calls Tomorrow with Max Revenue and Micah Salas

On this episode of Agency Nation Radio, Cassandra Keogel, sales executive with Eastern Insurance Group in Massachusetts and member of the Big “I” national Young Agents Committee, is joined by two very special guests: Max Revenue, half man, half meme, 100% producer, and Micah Salas, senior vice president at the Christensen Group Insurance. Together, they created the producer playbook, a 5-module video course for growth minded agents. As producers in the trenches of the hard market, they share sales stories and strategies, and advice for the often-grueling process that goes into building a book of business from scratch. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit https://www.iamagazine.com/podcasts. Meet Our Guests: Cassandra Keogel, sales executive with Eastern Insurance Group in Massachusetts: Micah Salas: https://www.linkedin.com/in/micahsalas Max Revenue: https://www.linkedin.com/company/maxrevenuegroup The Revenue Letter: https://maxrevenueletter.beehiiv.com/ The Producer Playbook: https://maxrevenuegroup.kartra.com/page/playbook

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Mindful Matters: Navigating Parenting and Workplace Success with Lori Mihalich-Levin

On this episode of Agency Nation Radio Podcast, we explore the intersection of parenthood and professional growth with Lori Mihalich-Levin, the founder of Mindful Return. Lori shares insights, challenging stereotypes and offering practical strategies for both working parents and leaders seeking to foster a more supportive work environment for employees at every stage in life. Guest hosts Jana Foster, owner of Nevada Insurance Agency Co. and Jesse Konold, partner at BridgeMark Insurance Solutions in South Dakota experienced many parallels in life. The fast friends served the Big “I” national Young Agents Committee while raising young families and moving into agency ownership. They recently reconnected to talk with the leading empowerment expert “parenting out loud.” Lori talks about creating a parent-friendly work culture that encourages open communication, empathy, and flexibility. Additionally, she shares personal strategies that help her create structure and find success as a busy working parent. “There are these career critical skills that we gain through parenthood that make us inevitably more efficient and effective,” says Lori. “Working parents are some of the most productive and efficient people I have ever met because we don't have time for all the nonsense. Right? We are productivity, ninjas.” Get ready for this myth-busting session filled with techniques you can easily implement for a more productive and mindful life. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit https://www.iamagazine.com/podcasts. Guests: • Lori Mihalich-Levin https://www.mindfulreturn.com/about-lori-mihalich-levin/; https://www.linkedin.com/in/lorimihalichlevin/ • Jesse Konold, https://keyagency.com/about/staff/jesse-konold; https://www.linkedin.com/in/jesse-konold-cic-afis-568a5422/ • Jana Foster, https://www.linkedin.com/in/jana-schellin-foster-969667b1/ Resources: • Mindful Return Website: https://www.mindfulreturn.com • Lori's LinkedIn Profile: https://www.linkedin.com/in/lorimihalichlevin/ • Mindful Return's LinkedIn Profile: https://www.linkedin.com/company/mindful-return/ • Mindful Return on Instagram: https://www.instagram.com/mindfulreturn/ • Mindful Return on Facebook: https://www.facebook.com/mindfulreturn • Mindful Return on Pinterest: https://www.pinterest.com/mindfulreturn/ Parents at Work Podcast: https://podcasts.apple.com/us/podcast/parents-at-work/id1239258343