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DIP! Direct Insurance Podcast
Hello, and welcome to the Direct Insurance Podcast (or DIP for short!); a Podcast for independent insurance agents. This podcast is intended to educate independent insurance agents in the Medicare, Life, & Annuities markets. This podcast will cover topics like lead generation, marketing, digital marketing strategies, as well as training information for different product lines within the industry to help you grow your business. The Direct Insurance Podcast - DIP; is brought to you by Insurance Advisors Direct. Insurance Advisors Direct is a full-service FMO based in Michigan with one mission - Simplifying Your Success! Our aim is to continuously meet the needs and demands of independent brokers all over the country. Daily, we accomplish this by concentrating on IAD’s agent formula for success, which is built on our 7 core pillars; -Product Offering-Training & Education-Lead Generation-Sales Tools-Marketing Services-Technology-Administrative ServicesFollow this podcast and give us a 5 star rating to learn more. Now let’s DIP into Insurance!
DIP! Direct Insurance Podcast
Developing SMART Action Plans for Business Growth as an Independent Agent
Welcome back to the Direct Insurance Podcast, or DIP for short! Today we sat down with Gabrielle Curry, an independent agent and talked about using the SMART method to develop & sustain business goals in the insurance industry.
When you're a small business owner, it can be easy to lose sight of your business and financial goals if you don't have a roadmap to get there. Gabrielle explains how at her agency, she and her fellow agents set production goals based on experience level, benchmarking last years' results, & time of year. She breaks down how her long term goals are made up of multiple short term goals that help her stay on track. She explains how her short term goals help outline and motivate her to meet more people & have more personable interactions in order to meet her financial goals, and what activities go into developing the success within those goals.
Share this episode with a small business owner that you think would find this information helpful, even if they're not an independent insurance agent! But for now - Let's D.I.P. into insurance!