Displaying episodes 1 - 30 of 107 in total
Hiring and Training Top Producers with Virginia Bates
You can accelerate the growth of your agency by hiring and retaining top producer talent. On this episode of the Trusted Advisor Podcast, Virginia Bates shares her wea...
Leadership Coaching and the Power of Intentionality
Agency leaders face significant challenges these days. On this episode of the Trusted Advisor Podcast, we are joined by certified leadership coach Joan Fletcher to re...
The Art of Customer Retention - Rerelease
We all want to win new customers, but a critical part of business growth is customer retention. Having poor customer retention is like trying to fill a leaky bucket. S...
Succession Planning with Steve Germundson (Part 2)
Steven Germundson of OPTIS Partners is back this week to share his expertise on Succession Planning. Steve has a useful acronym called P.A.C.T. that identifies the fou...
Succession Planning with Steve Germundson - Part 1
For Agencies looking to transition internally, the landscape continues to change as private equity acquisitions increase. In this episode, we are joined by Steven Ger...
Knowledge Management with guest Edwin K. Morris
Your organization is made of people, processes, and technology. How those three components share and retain information is Knowledge Management. We’ve all had the expe...
Team Coaching and Managing Company Culture
When is the last time you popped the hood on your company’s culture? The softer side of business such as emotional intelligence and healthy group dynamics have a big i...
Cycles of Change and the Lasting Impact of Covid 19
Dr. Erin Cornelius joins us for an update on the lasting impact of Covid 19. She argues the silver lining of the past two years is the surge of creativity in businesse...
Ian Altman on Developing Top Producers – Rerelease
This month Iroquois is focused on the importance of producer coaching and we couldn't resist revisiting Charlie’s conversation with Ian Altman, co-author of “Same Side...
Partnering with Agencies to Plan for Success
When you work with Iroquois, you’re working with a partner who’s on your side. This week we check in with one of those trusted advisors, Erin Marshall, Iroquois Region...
Empowering Producers with Goal Setting
Guest Scott Addis, founder of Beyond Insurance, picks up his conversation with Charlie on goal setting. In this episode we look at ways to empower producers with the g...
Schedule Announcement
Starting this month, the Trusted Advisor Podcast is changing its release schedule to the 1st and 3rd Tuesday of the month. We also want to give a big thank you to all ...
Kicking Off the Year with Visioning and Goals
Guest Scott Addis, founder of Beyond Insurance, dives deep into the power of goal setting. He reminds us of what we can achieve in business and life when we set meanin...
New Beginnings and an Exciting End to Season One
We're wrapping up Season 1 of the Trusted Advisor Podcast with some exciting news! Trusted Advisor producer Kelsey Branch passes the torch to the new Creative Director...
How to Pinpoint the Painpoints
Return guest Ian Altman joins us a part of a panel discussion after two of our Member Agents completed the Same Side Selling course work. Courtney Lynn, a commercial l...
Introducing Dale Main: Iroquois Northwest
Pilling on to decades of experience in the insurance industry, Dale Main has joined The Iroquois Group as a Regional Manager in both Washington and Montana. These stat...
Vendor Partner: A Forge3 Update!
A great perk of joining The Iroquois Group is gaining access to our vendor partners. We continuously nurture these relationships so that our member agents have easier ...
Learning from a Leader: Scott Mautz Part 2
We all know someone who has been a middle manager, or we may even be a middle manager ourselves. Scott Mautz joins us for part two of our podcast this week to share so...
Learning from a Leader: Scott Mautz
Scott Mautz joins us this week and next for a two-part conversation about leadership. This week, Charlie Venus of Iroquois and Scott review a few of Scott's many artic...
Introducing Gene Knippers
Gene Knippers is new to The Iroquois Group (hired in 2021) but is far from new to the insurance industry. With over 25 years of experience, Gene has strengths in opera...
Rerelease: A Helping Hand with Middle Markets
Aaron Benton of the Genesee Valley Agency in New York needed a helping hand when it came to writing a complicated middle market account. Aaron shares his story about w...
Making Risk Management Company Culture
SeibertKeck Insurance Partners is a shining example of an independent insurance agency. Started by two families, the Seibert's and the Keck's this agency has grown ove...
ABC's of DBA's
Janine Fodor is the true definition of a trusted advisor. With decades of experience as a lawyer, Janine knows the ins and outs of the insurance industry. Today, she t...
From Captive to Independent: A Path to Success
What are some reasons to make the switch from a captive agency to an independent agency? Iroquois member agent J. Bejin & Associates was asking the same question over ...
Family Tree: Insuring Wood Products Part 2
You've made it to part 2! This week Charlie Venus, Head of Middle Market and Specialty at Iroquois, is speaking with both Dee and Connor Peterson. In this episode we d...
Family Tree: Insuring Wood Products
In this two-part series we are speaking with an Iroquois member based out of Louisiana. Keith D. Peterson Insurance has been actively insuring wood products in Louisia...
Hagerty: Insuring Classic Cars & More
Calling all classic car enthusiasts and agents looking to insure them! This week, we welcome Lauren Shanklin, Partner Leader at Hagerty, to the Trusted Advisor Podcast...
What is an Insurance Network?
Iroquois' own Charlie Venus is the star of the show this week. We are clearing up one of the most common questions our industry receives. What is the difference betwee...
PPP Loan Forgiveness, Part 2: Application Process
So, you took out a PPP loan – now what? In the second episode of Charlie’s Corner featuring Jenny Shtipelman of National Capital Bank, we cover what’s next for busines...
PPP Loan Forgiveness: Timelines and Terms
Jenny Shtipelman, Senior Vice President and Commercial Loan Officer at National Capital Bank, joins Charlie Venus for a very timely topic. In this two-part series, Jen...