ITB - Planning

03/07/24 • 20 min

Welcome Back!
In this episode, Rick discusses the importance of planning for a successful year. He emphasizes the need for goal setting and setting clear, measurable goals. Rick also highlights the importance of breaking down goals into short, medium, and long-term objectives. He emphasizes the need to get buy-in from everyone involved and to hold oneself and others accountable. Lastly, Rick discusses the option to iterate and make changes to the plan as necessary.
We are excited to be back for ITB Season 2!

Previous Episode

ITB with Brent Kelly - Building Business from the Inside Out

Earning income doesn't begin with the sale. Building your business from the ground up happens from the inside, out!
Insurance The Brightway (ITB) podcast host Rick Fox welcomes the President of the Sitkins Group, Brent Kelly. This week, Brent shows you how the impact and investment you make internally at your agency can turn into the growth you want and the protection your customers need.
New episodes are available every Thursday at noon eastern.
Listen and subscribe to the ITB podcast at www.BrightwayDifference.com/Podcasts or wherever you listen to your favorite podcasts today!
ITB is a weekly podcast brought to you by Brightway Insurance, the insurance agency distribution leader coast-to-coast.
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Next Episode

2024 Insurance Outlook: Proactive Strategies for Success

In this episode, Rick discusses his outlook for 2024 in the insurance industry. While there are challenges such as increasing homeowners insurance rates and weather-related claims, Rick emphasizes the opportunities for proactive agents. He encourages agents to take action and not wait for the market to improve. Rick suggests strategies like cross-selling additional products, targeting lost leads and customers, and exploring commercial lines. He also mentions the importance of finding the right business and staying proactive. Despite the challenges, Rick remains optimistic about the potential for success in 2024.